Web dashboard

  • Deductions

    Within the desktop version, the Deductions section allows you to view and manage your expenses, although the functionality is limited compared to the Keeper app. It's nothing to worry about, our team is always working on updating and adding new features so you can have the best experience possible!

    Let's take a look at each of the features currently available in the web dashboard below.

     

    Year

    When you click on the year, you can toggle between your deductions for this year and the previous year.

    📝 Please keep in mind that we currently only support the current year and the previous year.

    Navigation: Deductions -> Year

     

    Search expenses by name

    This section will let you search your transactions by merchant's name. (e.g. Netflix)

    Navigation: Deductions -> Magnifying glass

     

    Manually adding an expense

    The "+" icon in the top right corner is where you can manually add a business expense.

    Navigation: Deductions -> Add expense

    All you need is:

    • The name of the purchase
    • Date
    • Amount spent
    • Category

    Don't forget to hit Save so it gets added to your deductions.

    Navigation: Deductions -> Add expense

     

    Export your deductions

    Within the web dashboard, you can export a spreadsheet of your deductions by clicking on 'More' next to the 'Add expense' button in the top-right corner. Make sure you select the correct year under the Deductions tab before exporting.

    Navigation: Deductions -> More -> click on 'Export'

    Link another account

    Additionally, you can link another bank account or card by selecting "More." Just click on "Link another account," and you'll be instantly directed to the Settings tab of your dashboard to complete the process.

    Navigation: Deductions -> More -> click on 'Link another account'

     

    Estimated tax savings

    The amount you see here is an estimate of the money you'll get back from the government at tax time, either as a tax refund or a bill reduction.

    Keeper does the math so you don't have to. For those who want to know, the value is determined by multiplying your tax rate by the dollar value of your total tax deductions.

    📝 The tax rate used to compute your estimated tax savings is based on the income and personal details you've provided in your tax profile. You can always update your tax profile within the Settings tab of the app.

    Navigation: Deductions -> Estimated Tax Savings

     

    Deductions Overview by Category

    If you click on Estimated Tax Savings, a pop-up window will appear with a breakdown of your total deductions X your tax rate and your total estimated tax savings.

    This is where you'll also see a list of all your deductions per category. And where you can view, manage, and edit them.

    By tapping on the category, you’ll see all the added expenses for that category.

    Reviewing these sections is a great way to stay organized and ensure all your expenses are tracked!

    Navigation: Deductions -> Estimated Tax Savings

     

    Sorting Expenses

    Below estimated tax savings, you can see a list of all your expenses that you can filter by:

    • Date
    • Merchant
    • Account
    • Status
    • Category
    • Amount

    Navigation: Deductions

     

    Filter by transaction status

    If you tap on Status, you’ll be able to filter your transactions by:

    • Suggested
    • Deductions
    • Not deductible

    Navigation: Deductions -> Status

    Under "Suggested," you'll find a list of expenses that need categorizing. You can mark each expense as either a "deduction" or "not deductible."

    Checking this section frequently to correctly mark each expense is a great habit to develop.

    More deductions equal more tax savings!

    Navigation: Deductions -> Status -> Suggested

     

    Editing an Expense

    Selecting an expense in the "Deductions" tab opens up a list of tools to help you micro-manage the transactions that are added to your list of deductions.

    You can click on a specific purchase to:

    • Mark the purchase as a deduction or not deductible
    • Edit the expense category
    • Adjust the business-use percentage for that particular expense

    You can also add a note to your expenses. This is helpful if you'd like to add extra documentation for your transactions, especially business meals, such as who you're with or what the meeting was about.

    Navigation: Deductions -> Select the expense

     

    If you prefer to manage your expenses on the app, feel free to check out this article about the app's Deductions tab!

  • Tax filing

    The Tax Filing section of your dashboard is your personalized gateway to filing taxes with Keeper. You can get started with the touch of a button. The process is completely automated, easy to follow, and fast, so there's no need to be a tax expert.

    The filing flow will walk you through the process of uploading your forms and documentation. After that, our team of tax assistants will do the heavy lifting so you don't have to. If you'd prefer to file on the app, feel free to check out our article about Filing in the App!

     

    Tax Filing Interface

    You'll see the tax filing interface once you log in to the website. Select 'File Taxes' to start. You can track your progress, pause at any time, and return later to complete it as needed. As an annual subscriber, you can access our tax filing flow at no additional cost and enjoy the benefits:

    • Easy form upload
    • Max refund
    • 100% accuracy
    • Professional prep 

    Rest assured, filing with us is quick and straightforward. Before your tax return is sent to the IRS, it will be professionally reviewed by a tax expert.

    And don’t worry, your tax return won’t be submitted until you have reviewed and confirmed your intent to file. You can go back to edit your information or ask questions if needed!

    Navigation: Tax filing

     

    Navigation

    When you first start your tax return, we'll ask who you’re filing for: yourself, your spouse, or dependent(s). 

    You'll then be taken to where you can view the different sections of the filing flow:

    • Upload tax forms
    • Find deductions 
    • Household details
    • Income 
    • Credits and deductions 
    • State taxes 
    • Submit for review

    To access navigation between sections, select "File Taxes" on the left side of your screen.

    💡 Tip: A yellow caution hexagon means there is missing information required before you can submit your tax return for review. Please go back to that section to resolve the error. 

    Navigation: Tax filing or File taxes

    File Taxes

    This is the overview of the filing flow, where you can access different sections of the filing flow.

    Navigation: Tax filing -> File Taxes

    Past Returns

    Any returns you filed with us are shown here. You can also request a copy to be emailed to you.

    Navigation: Tax filing -> Past Returns

    Ask tab

    You can also access our AI Assistant chat box if you have any questions while going through the filing flow. Our AI assistant is powered by the collective intelligence of Keeper accountants and tens of thousands of previously filed tax returns, which can help you easily get through the filing process.

    To access the chat box, click on the "Ask" button at the bottom of the menu.

    💡 Tip: If you need further assistance, don't hesitate to reach out to your human tax assistant in the Ask tab by adding @Caitlin to your message.

    Navigation: Web dashboard -> Ask

     

    1. Upload tax forms

    You can upload any tax forms or tax documents right here. You can drag and drop, upload a photo, or choose a file to include your tax forms. You can skip this section if you don't have any forms.

    Navigation: File Taxes -> Upload tax forms

     

    2. Find deductions

    In this section, you'll be able to view your annual business expenses, broken down by category, complete with the cumulative savings.

    Navigation: File Taxes -> Find deductions

    If you need to make edits, simply click on the “Deductions” section. This will take you to your deductions dashboard, where you can make any necessary adjustments. If you'd like to make extensive edits, we recommend logging into the Keeper app! You'll have full access to edit your expenses within the app. We'll automatically include the deductions you tracked in the app after you submit your return for review.

    Navigation: Deductions

     

    3. Household details

    In this section, we will first ask if any uncommon situations apply to you. If you answer 'no,' you can proceed to enter your personal details and start filing.

    Navigation: File Taxes tab -> Household details

    About you

    Name, birthday, Social Security number or ITIN, and if someone can claim you as a dependent. The next screen asks if you have a driver’s license or state ID. Finally, we ask if you are married.

    Navigation: File Taxes tab -> Household details -> About you

    Home address

    Address, City, State, Zip code, if you lived in another state within the year, and where you enter the other state address. We'll then ask if you financially supported someone else who lived with you, their details, who they are in relation to you, and a few questions to confirm if you're able to claim them as a dependent.

    Navigation: File Taxes tab -> Household details -> Home address

    About your spouse 

    Name, Social Security number or ITIN, birthday, and whether they have a driver’s license or state ID.

    Navigation: File Taxes tab -> Household details -> About your spouse. You might need to tap on "See more" if you don't see this under the Household details section.

    Dependents (if any) 

    Name, birthday, Social Security number or ITIN, and how they're related to you. We'll then confirm if you're able to claim them as a dependent.

    Navigation: File Taxes tab -> Household details -> About you. You might need to tap on "See more" if you don't see this under the Household details section.

     

    4. Income 

    In this section, we'll ask about all the different types of income you earned within the year. If you want to know more about each of these income tax forms, we cover them here.

    Navigation: File Taxes tab -> Income

    Freelance Income

    If you operate as a sole proprietor or own a single-member LLC, this is also where you'll report your business income.

    In this section, you can include the forms you've received for your self-employed work, such as 1099-NEC, 1099-MISC, and 1099-K. You also have the option to manually input this information. If you did not receive any forms, please select the option 'I didn't receive a tax form'.

    1099-NEC:

    Enter the type of work you do, then select your industry (if it prompts you to). Finally, upload your 1099-NEC or enter your info manually.

    If you enter your info manually, you’ll need to fill in:

    • Payer's TIN
    • Payer's name
    • Payer's address
    • Box 1 (Your earnings)

    If there were other boxes filled out, be sure to tap “Yes” and enter the following if they apply:

    • Box 4 (Federal tax withheld)
    • Box 5 (State tax withheld)
    • Box 6 (State)
    • Box 6 continued (Payer's state no.)
    • Box 7 (State income)

    Navigation: File Taxes tab -> Income -> Freelance Income -> 1099-NEC

    1099-MISC:

    The first screen is where you enter the type of work you do, business category, and industry. Then enter:

    • Payer's TIN
    • Payer's name
    • Payer's address
    • Box 3 (Other income)

    If you have other, uncommon boxes filled out, be sure to tap ”Yes” in response to the last question. Then, you may enter:

    • Box 1 (Rents)
    • Box 2 (Royalties)
    • Box 4 (Federal tax withheld)
    • Box 7 (if checked)
    • Box 16 (State tax withheld)
    • Box 17 continued (Payer's state number)
    • Box 18 (State income)

    Navigation: File Taxes tab -> Income -> Freelance Income -> 1099-MISC

    1099-K:

     Enter the type of work you did, or your industry.

    • Payer's name
    • Box 1a (gross amount)

    Most platforms that issue 1099-K’s charge platform fees. The next screen is where you enter your platform fees:

    • Amount
    • Description

    Navigation: File Taxes tab -> Income -> Freelance Income -> 1099-K

    I didn't receive a tax form

    If you didn’t receive a 1099 form, you should still enter the income received. You can do this by selecting 'I didn't receive a tax form' and enter the following: 

    • Type of work
    • Total income

    Navigation: File Taxes tab -> Income -> Freelance Income -> I didn't receive a tax form

    Employee Income (W-2)

    Here, you can easily upload your W-2 as a PDF/photo or enter it manually. If you enter this form manually, we'll ask about:

    • Box b (Employer identification number)
    • Box c (Employer's name)
    • Employer address
    • Box 1 (Wages, tips, other compensation)
    • Box 2 (Federal income tax withheld)
    • Box 3 (Social Security wages)
    • Box 4 (Social Security tax withheld)
    • Box 5 (Medicare wages and tips)
    • Box 6 (Medicare tax withheld)
    • Box 15 (State)
    • Box 15 continued (Employer state ID number)
    • Box 16 (State wages and tips)
    • Box 17 (State income tax)

    If there are uncommon boxes, be sure to click on “yes”.

    • Box 7 (Social Security tips)
    • Box 8 (Allocated tips)
    • Box 10 (Dependents care benefits)
    • Box 11 (non-qualified plans)
    • Box 12a-12d
    • Box 13 (Statutory employee)
    • Bob 13 continued (Retirement plan)
    • Box 13 continued (Third-party sick pay)
    • Box 14a -14d
    • Box 18 (Local wages)
    • Box 19 (Local income tax)
    • Box 20 (Locality name)

    Answer “yes” if your W-2 contains multiple copies with different states

    • Box 15 (State 2)
    • Box 15 continued (Employee state ID number 2)
    • Box 16 (State wages and tips 2)
    • Box 17 (State income tax 2)
    • Box 18 (Local wages 2)
    • Box 19 (Local income tax 2)
    • Box 20 (Locality name 2)

    Navigation: File Taxes tab -> Income -> Employee Income

    Gambling Income (W-2G)

    If you had gambling winnings, you can manually report your payer's information, along with the information from boxes 1-17 on your form.

    Navigation: File Taxes tab -> Income -> Gambling Income

    Unemployment Income (1099-G)

    If you received unemployment, you can upload a PDF/photo or manually report that form here. If you choose to report it manually, include:

    • Payer's TIN, name, address
    • Box 1 (Unemployment compensation)
    • Box 4 (Federal income tax withheld)
    • Box 11 (State income tax withheld)

    Choose “yes” if there are other boxes filled out on the form: 

    • Box 2 (State income tax refunds, etc.)
    • Box 3 (Box 2 amount is for tax year)
    • Box 5 (RTAA payments)
    • Box 6 (Taxable grants)
    • Box 7 (Agricultural payments)
    • If box 8 is checked (yes/no)
    • Box 9 (Market gain)
    • Box 10a (State)
    • Box 10b (State ID number)
    • Local withholding
    • Local payment

    Navigation: File Taxes tab -> Income -> Unemployment Income

    Interest Income (1099-INT)

    If you received interest income, you can upload your 1099-INT or manually report it in this section. If you choose to manually enter the details, you'll enter the following:

    • Payer's TIN
    • Payer's name
    • Box 1 (Interest income)

    If there are other boxes filled out tap on “yes” and fill out:

    • Box 2 (Early withdrawal penalty)
    • Box 3 (Interest on U.S. savings bonds)
    • Box 4 (Federal income tax withheld) 
    • Box 5 (Investment expenses)
    • Box 6 (Foreign taxes paid)
    • Box 7 (Foreign country)
    • Box 8 (Tax-exempt interest)
    • Box 15 (State)
    • Box 16 (State ID number)
    • Box 17 (State tax withheld)
    • State tax-exempt interest (taxable to federal)

    Navigation: File Taxes tab -> Income -> Interest Income

    Dividend Income (1099-DIV)

    If you need to report dividends from an investment, you can upload that form here or manually enter the information on it.

    • Payer's TIN and name
    • Box 1a (Total ordinary dividends)
    • Box 1b (Qualified dividends)
    • Box 2a (Total capital gain distributions)

    If there are other boxes filled out tap on “yes” and enter:

    • Ordinary dividends foreign amount
    • Qualified dividends foreign amount
    • Total capital gain foreign amounts 
    • Box 4 (Federal income tax withheld)
    • Box 7 (Foreign tax paid)
    • Box 14 (State)
    • Box 15 (State ID number)
    • Box 16 (State tax withheld)

    Navigation: File Taxes tab -> Income -> Dividend Income

    Investment Income (1099-B)

    If you need to report crypto or other investments, you can upload your 1099-B or manually enter it here:

    • Payer's TIN
    • Where you invested
    • Short-term gains or losses: Proceeds, cost basis, wash sale loss disallowed
    • Long-term gains or losses: Proceeds, cost basis, wash sale loss disallowed

    Mark “yes” if the form has other term transactions.

    • Add another stock: Proceeds, cost basis, wash sale loss disallowed
    • Box 1b (Date acquired)
    • Box 1c (Date sold)
    • Box 1f (Accrued market discount)
    • Box 14 (State)
    • Box 15 (State ID number)
    • Box 16 (State tax withheld)
    • Federal tax withheld
    • AMT cost basis

    Navigation: File Taxes tab -> Income -> Investment Income

    Retirement Income (1099-R, SSA-1099)

    You will have the option to upload or manually report a 1099-R or SSA-1099 from here. 

    1099-R: 

    • Payer's TIN
    • Payer's name
    • Address
    • Box 1 (Gross distribution)
    • Box 2a (Taxable amount)
    • Box 2b (Taxable amount not determined/Total distribution)
    • Box 3 (Capital gain)
    • Box 4 (Federal income tax withheld)
    • Box 5 (Employee contribution) 
    • Box 6 (Unrealized appreciation)
    • Box 7 (Distribution code 1-9 / A-Q)
    • Box 8 (Other)
    • Box 9a (Taxpayer's percent of total distribution)
    • Box 9b (Total employee contribution)
    • Box 10 (Amount allocable to IRR within 5)
    • Box 11 (First year of ROTH Contribution)
    • Box 12 (FACTA)
    • Box 14 (State tax withheld)
    • Box 15 (State)
    • Payer state ID
    • Box 16 (State distribution)
    • Box 17 (Local tax withheld)
    • Box 19 (Local distribution)

    Navigation: File Taxes tab -> Income -> Retirement Income -> Retirement plans (1099-R)

    SSA-1099:

    • Box 5 (Net benefits)
    • Box 6 (Voluntary fed tax withheld)
    • Medicare premiums deducted from box 3
    • Medicare premiums as self-employment health insurance 
    • Designated benefits as: retiree, disability, early retirement age 62-65 (reduced benefits), dependent beneficiary benefits, survivor benefits, railroad tier 1 benefits

    Navigation: File Taxes tab -> Income -> Retirement Income -> Social security (SSA-1099)

    Sold Personal Items

    In this section, we'll ask if you've sold any personal items throughout the year. Even if you didn't receive a 1099, you should report this income. 

    We'll ask you to enter:

    • How much you sold your items for
    • How much it cost you to acquire those items
    • A description of what you're selling

    Then, we'll ask if the property was acquired over multiple dates. If not, just select no and enter the dates you bought and sold the item for. If you did buy the items over multiple dates, just select yes and continue through the filing flow.

    Navigation: File Taxes tab -> Income -> Sold personal items

     

    5. Credits and deductions

    In this section, you'll enter all the credits and deductions that apply to you.

    Navigation: File Taxes tab -> Credits and deductions

    Standard Deduction

    We'll determine if the standard deduction is more beneficial than itemizing. We’ll choose whichever amount is larger to make sure you’re getting the largest tax savings. You can choose to continue with the standard deduction or try itemizing deductions.

    If you itemize you can enter:

    • Health insurance premiums
    • Other medical and dental expenses
    • Total charitable donations
    • Home mortgage interest paid
    • State real estate taxes
    • Gambling losses

    Navigation: File Taxes tab -> Credits and deductions -> Standard deduction

    Healthcare Disclosure

    In this important section, you can report whether you received insurance from an employer or through the government marketplace. 

    First, we will ask about your health insurance status for the year — whether you and your family were insured throughout the year, whether you were without health insurance, or if only certain family members had health insurance.

    We'll also inquire about the source of your healthcare — if it was provided by your employer, obtained from healthcare.gov, procured through the state healthcare marketplace, or received under a 1095-A plan.

    Navigation: File Taxes tab -> Credits and deductions -> Healthcare disclosure

    Healthcare Premiums (1095-A)

    If you received a 1095-A, you'll be able to manually report information from it within this section or upload it via bulk upload:

    • Who purchased this healthcare plan?
    • Box 1 (Marketplace identifier)
    • Box 2 (Policy number)
    • Box 10 (Policy start date)
    • Box 11 (Policy termination date) 
    • Family members covered in plan (Tap on yourself, and any other members)
    • Monthly premium amount
    • SLCSP Amount
    • Monthly advanced payment 

    Navigation: File Taxes tab -> Credits and deductions -> Healthcare premiums (1095-A)

    Disallowed Credits 

    If the IRS has denied or reduced any of your credits in a previous year, you should report that here. This might apply to:

    • Earned Income Tax Credit 
    • Child Tax Credit

    Navigation: File Taxes tab -> Credits and deductions -> Disallowed credits

    Qualified Business Income

    Based on the income you report on your return, our tax professionals will determine if you're eligible for this when you file. Please note that this section is visible only if you have included freelance or business income in the Freelance Income section.

    Navigation: File Taxes tab -> Credits and deductions -> Qualified Business Income

    Business Loans

    You can lower your taxes by deducting the interest you paid on your business loans. 

    We'll ask you how much interest you paid here. 

    Navigation: File Taxes tab -> Credits and deductions -> Business Loans. If you don't see this under Credits and deductions, tap on "See more."

    Home Office

    If you maintain a specific area in your home for carrying out your 1099 job or running a small business, you'll provide the details here to compute your home office deduction.

    You're able to claim the home office deduction if you rented or owned your home. 

    • Rented: We'll ask if you lived there all year. If you only lived there for part of the year, you'll select each month you lived there. Then, you'll enter your rental cost, the size of your workspace, and the percentage of your home’s total square footage taken up by your workspace.
    • Owned: We'll ask if you lived there all year. If you only lived there part of the year, you'll select each month you lived in your home. Then, we'll ask if you'd like to depreciate or use the simplified method.

    If you depreciate, we ask what type of home you're in, the date you bought the home, the total value of your home, how much you paid in mortgage interest for the year, and whether you've claimed the home depreciation before.

    If you have depreciated previously, then you'll enter the amount of depreciation you've taken. Next, you'll enter the square footage of your workspace, and the percentage of your home’s total square footage taken up by your workstation.

    Navigation: File Taxes tab -> Credits and deductions -> Home office

    Vehicle Expenses

    Here, you can tell us all about the car you used for work so we can help you determine your vehicle's business-use percentage, along with the best way of deducting your vehicle-related expenses.

    • Leased: We'll need details such as the make and model of your car, the date you started using the vehicle for your 1099 work, your lease amount, and whether you've been tracking your mileage. We’ll also need, the total number of miles driven for work and the percentage of work miles compared to your total miles for the year.
    • Loan: Enter the make and model of your car, the date you started using the vehicle for your 1099 work,  the date you bought it, whether you bought it new or used, the cost, your monthly loan payment, the loan interest you’ve paid, and whether you've been tracking your mileage. You'll enter your exact mileage if you know it or your approximate mileage if you don’t. Next, you'll enter the percentage of work miles compared to your total miles for the year.
    • Owned: Enter the make and model of your car, the date you started using the vehicle for your 1099 work, the date you bought it, whether you bought it new or used, the cost, and whether you've been tracking your mileage. You'll enter your exact mileage if you know it, or your approximate work mileage compared to your total mileage for the year.

    Navigation: File Taxes tab -> Credits and deductions -> Vehicle expenses

    EITC

    Depending on your income and the information you report on your return, our tax team will determine if you're eligible for this credit when you submit your return for review.

    Navigation: File Taxes tab -> Credits and deductions -> EITC. If you don't see this under Credits and deductions, tap on "See more."

    Quarterly Taxes

    There are four fields—one for each quarter—where you can input the taxes you paid for the 1st, 2nd, 3rd, and 4th quarters of the year.

    If you made estimated tax payments throughout the year, you can enter how much you paid each quarter here.

    Navigation: File Taxes tab -> Credits and deductions -> Quarterly taxes. If you don't see this under Credits and deductions, tap on "See more."

    HSA

    If you had a health savings account, you can report those contributions and distributions in this section.

    • Amount you contributed to HSA
    • Amount employer contributed to HSA
    • Total HSA distributions 
    • Qualified medical distributions from HSA

    Navigation: File Taxes tab -> Credits and deductions -> HSA. If you don't see this under Credits and deductions, tap on "See more."

    Capital Loss

    If you had capital losses carried over from the previous year, you can deduct those here.

    If you have other types of capital losses, you can reach out to your tax assistant about whether you can include those when you file and where to enter them.

    • Short-term capital loss carried over
    • Long-term capital loss carried over

    Navigation: File Taxes tab -> Credits and deductions -> Capital loss. If you don't see this under Credits and deductions, tap on "See more."

    IRA 

    If you had a traditional IRA, you can report those contributions here. We'll make sure you claim any eligible deductions.

    • Contribution amount
    • Enter how much was contributed between Jan 1st and Apr 15th

    Navigation: File Taxes tab -> Credits and deductions -> IRA. If you don't see this under Credits and deductions, tap on "See more."

    Student Loans (1098-E) 

    In this section, you can report any interest you paid on a student loan.

    • Lender name
    • Interest paid

    Navigation: File Taxes tab -> Credits and deductions -> Student loans (1098-E). If you don't see this under Credits and deductions, tap on "See more."

    Student Tuition (1098-T)

    If you received a 1098-T for tuition, you can answer a series of questions here to determine if you qualify for the American Opportunity or Lifetime Learning Credit. Then, you can upload a copy of that 1098-T form. 

    You’ll need to make sure these are all true:

    • In the previous year, was pursuing and enrolled at least half-time for a semester
    • Hasn’t completed first 4 of post-secondary education before the previous year
    • Hasn’t been convicted of a felony for possession or distribution of a controlled substance  
    • Has the student claimed the AOTC or Hope Credit for 4 years?

    Navigation: File Taxes tab -> Credits and deductions -> Student tuition (1098-T). If you don't see this under Credits and deductions, tap on "See more."

    Childcare 

    Childcare expenses for children under 13 may qualify for a tax credit. We'll determine if you can claim it once you provide the following information:

    • The name of the childcare provider
    • Amount paid
    • Federal ID or SSN
    • Phone number 
    • Caretaker's address
    • Who they looked after

    Navigation: File Taxes tab -> Credits and deductions -> Childcare. If you don't see this under Credits and deductions, tap on "See more."

    Child Tax Credit

    Based on the information you report in the “Household Details” section of the filing flow, our tax experts will determine if you qualify for this credit when you submit your return for review.

    Navigation: File Taxes tab -> Credits and deductions -> Child tax credit. If you don't see this under Credits and deductions, tap on "See more."

    Charity

    If you donate money to a qualified charitable organization, you may be able to claim that as a deduction on your taxes. Here, you can input the total amount you've donated.

    Navigation: File Taxes tab -> Credits and deductions -> Charity. If you don't see this under Credits and deductions, tap on "See more."

    Physical Inventory

    In this section, you'll be able to include the cost of goods you purchased to sell. You’ll enter:

    • Whether they were physical goods or not
    • Inventory cost at the start of the year 
    • Cost of physical inventory for the year 
    • Cost of inventory at the end of the year

    Navigation: File Taxes tab -> Credits and deductions -> Physical inventory. If you don't see this under Credits and deductions, tap on "See more."

    Homeownership (1098)

    If you have a mortgage, you likely received a 1098 form that you can upload or manually report here.

    If you enter it manually:

    • Who paid the mortgage 
    • Whether the property is your primary residence 
    • Lender TIN
    • Lender's name
    • Lender's address 
    • Box 1 (Mortgage interest received)
    • Box 2 (Outstanding mortgage principal)
    • Box 3 (Mortgage origination date)
    • Box 5 (Mortgage insurance premiums) 
    • Box 6 (Points paid) 
    • Box 7 if checked (If not checked, you'll enter the address of the property with the mortgage)

    Navigation: File Taxes tab -> Credits and deductions -> Homeownership (1098). If you don't see this under Credits and deductions, tap on "See more."

    Renewable Energy

    Here, you can report your spending on the following types of solar equipment:

    • Solar electric
    • Solar water heating
    • Wind turbines
    • Geothermal heat pumps
    • Battery technology

    Navigation: File Taxes tab -> Credits and deductions -> Renewable energy. If you don't see this under Credits and deductions, tap on "See more."

    Teaching

    If you're a teacher and you purchased supplies or equipment, you can report up to $300 of those expenses here.

    • Teaching expenses you spent

    Navigation: File Taxes tab -> Credits and deductions -> Teaching. If you don't see this under Credits and deductions, tap on "See more."

     

    6. State taxes

    Once you've completed all the previous sections, you'll be able to complete your state taxes. This is where you tell us about the state(s) you've lived in and worked in.

    Navigation: File Taxes tab -> State taxes

    You can add another state where you have lived or worked by selecting "Add more." Currently, we can file taxes for up to two states.

    Navigation: File Taxes tab -> State taxes -> Add more

    Filing for multiple states

    Split residency by state

    Next, if you're filing for multiple states, you'll be asked to split your residency, specifying the particular state you lived in during each month.

    It's important to note that you can't attribute a single month to more than one state. If you lived in multiple states during a single month, select the state where you lived the longest that month.

    Navigation: File Taxes tab -> State taxes -> Split residency by state

    Split income by state

    If you earn self-employment income in multiple states, you'll also need to divide your income by state.

    Navigation: File Taxes tab -> State taxes -> Split income by state

    Split 1099 expenses by state

    You also have the option to allocate your 1099 expenses by state in this section.

    Navigation: File Taxes tab -> State taxes -> Split 1099 expenses by state

    We'll then see if you qualify for any state credits by asking you a series of questions. Be sure to answer these questions so we can maximize your state refund amount. The questions you may see: 

    • For most states, you’ll answer if you made untaxed out-of-state purchases in the previous year. 
    • CaliforniaPlease indicate if you paid rent for at least half of the previous year, rented a government-owned building, college dorm, or church-owned parsonage, and if you claimed a homeowner’s property tax exemption for the previous year.
    • HawaiiPlease indicate if you meet all requirements: you have lived in your state for more than nine months, you have rented property subject to property tax, and you have paid more than $1,000 in rent this year.
      • Next, enter your property details 
      • Property address 
      • Owner or agent’s address
      • Owner or agent’s name
      • Hawaii Tax ID number 
      • Total rent paid 
      • Exclusions
    • Illinois — did you have a child attending K-12 school in IL, enter school details on the next screen if you did. 
    • Indiana — Enter the county you lived in, worked in, and the school district you lived in.
    • Iowa - What school district did you live in?
    • Massachusetts — Did you have healthcare, who provided the coverage, and which months did you have coverage? 
    • Michigan — What school district did you live in?
    • Nebraska — What school district did you live in? 
    • New Jersey — What county did you live in?
    • New York — What school district did you live in and what county did you live in?
    • North Dakota — What school district did you live in and what category best describes your income?
    • Ohio  — What school district did you live in?
    • Pennsylvania  — What school district did you live in?
    • Vermont — What school district did you live in? 
    • District of Columbia  — What type of home did you live in? Did you rent or own your home? How much rent did you pay for the year? Provide landlord details. How much did you pay in real estate tax? If you had health insurance, please select all the months you had coverage.

    Navigation: File Taxes tab -> State taxes -> Select a state

     

    7. Submit for review

    When all sections are complete, you're ready to submit your taxes for review! You can do this by selecting 'Submit for review'.

    Navigation: File Taxes -> Submit

    Final review 1.pngFinal review 2 .png

     

    Adding IP PIN

    Here, you can input your Identity Protection PIN if you, your spouse, or dependent(s) received one from the IRS. You must enter an IP PIN if you received one from the IRS to proceed with filing successfully. 

    Navigation: File Taxes -> Submit -> Next 

    IP PIN.png

     

    Tax filing overview 

    Before submitting your return for review, you'll see an overview of your:

      • Deductions
      • Personal information 
      • Income 
      • Credits 
      • States

    If everything looks good, click on Send to review! 

    Navigation: File Taxes -> Submit -> Next -> Send to review!

    Tax filing overview .jpeg

     

    And there you have it! Our team of tax experts will now carefully review your return for accuracy. After the review process is complete, you will be able to view your finalized tax calculations indicating your tax bill and/or refund for federal and state. 

     

    8. After submitting for review

    Review process 

    We'll review your tax return to ensure completeness and will notify you once your review is finished. Before submitting to the IRS, you'll be able to review your return and finalized tax calculations indicating your tax bill and/or refund for federal and state directly in your web dashboard. 

    Remember, we won't submit your return without your approval! 

    Audit risk review.jpeg

     

    After we've completed the review of your return, we'll notify you if there are any issues that require your attention. If everything is in order, you'll find your tax bill or refund details on the next screen. 

    Return passed review.jpeg

     

    Tax return summary

    On this page, you'll see your finalized tax bill or refund amounts, as well as a summary of your tax filing information. 

    Tax bill amounts are displayed in red, while refund amounts appear in green. You also have the option to edit your return by clicking on 'Edit'. 

    At the bottom of the page, you can email yourself a draft copy of your return. We recommend thoroughly reviewing your return to ensure accuracy before proceeding to the next section to submit it for filing.

    📝 Please note that you will only see your finalized tax bill/refund details in the File Taxes section after submitting your return for review.

    Your finalized Tax bill .jpeg

     

    Selecting your payment method

    Once you've confirmed your tax bill or refund details, simply click 'Next' to proceed to selecting a payment method. This choice will be utilized for either paying your taxes or depositing your refund if you're entitled to one.

    You have the option to add a bank account or choose the 'pay later' option.

    Select a payment method .jpeg

    If you choose 'Add a bank account,' you can either select from the accounts already linked to the app or manually enter your bank account information.

    Select a bank account .jpeg

    Opting to 'pay later' allows you to set up a payment plan with the IRS, giving you more time to pay your taxes. However, if you're anticipating a refund from either the IRS or your state, selecting this option means they will mail you a check to the home address you provided on your return.

    Pay later .jpeg

    Sign your return 

    After selecting your payment method, we'll ask if you'd like a copy of your return emailed to you. It's important to carefully review your tax return before signing.

    On the following screen, you'll be able to sign your return.

    Sign your Return .jpeg

    Once you've signed, you'll see another overview of your finalized tax bill or refund with a breakdown of your tax information. 

    At the bottom of this page, confirm your intent to file by clicking on the Send to IRS button.

    📝 Important Note: Once you send your return to the IRS, you won't be able to make any further changes to your return.

    Congrats Your finalized Tax Bill .jpeg

     

    Congratulations! Your return will be transmitted to the IRS.

    Now, sit back and relax. You'll receive a confirmation once the IRS accepts your return.

    If, for any reason, the IRS rejects your return, don't worry. We'll promptly notify you and provide details on why it was rejected and how to correct the error.

    Remember, if you have any questions or concerns, you can always reach out to your human tax assistant in the ‘Ask’ tab by adding @Caitlin to your message. We're here to help!

     

    Want to know more? See our Filing with Keeper article for more useful tips. 

    Have you already submitted your e-filed tax return to the IRS through the File Taxes tab? See our Tax Returns with Keeper article for more information on what comes next. 

  • Settings

    You can manage certain aspects of your Keeper account from here, such as your personal information, notification settings, as well as your subscription. You can also easily access our help center from here.

     

    Profile

    Messaging Preferences:

    In this section, you can change your notification settings to:

    • App notifications 
    • SMS messaging
    • No notifications 

    Navigation: Settings -> Profile -> Messaging Preferences

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    Under Profile, you can update your:

    • Email address
    • Phone number
    • First and last name

    Navigation: Settings -> Profile -> Profile

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    Support:

    If you have any questions or concerns, you can email our support team at support@keepertax.com

    Navigation: Settings -> Profile -> Support

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    The Membership section is where you can view and manage your current subscription.

    📝 If you would like to make any changes to your subscription, like switching plans, you can do so in the app.

    Navigation: Settings -> Profile -> Membership

    Payment Method:

    You can update the payment method for your Keeper subscription here.

    Navigation: Settings -> Profile -> Membership

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    Help center

    You can access the Keeper Help Center here. It is your one-stop resource for solutions to any questions or issues you may encounter.

    Navigation: Settings -> Help center

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