We've updated 0ur referral program to benefit both you and your friends!

Starting September 3rd, 2024, our referral program is getting even better. Here's how it works:

1. Share Your Unique Link: Invite a friend to join Keeper by sharing your unique referral link.
2. Have Them Subscribe: Make sure your friend signs up for an annual plan using your link.
3. Get Rewarded: We’ll send you $50 via PayPal 30 days after your friend starts their subscription.

But that’s not all! We’re thrilled to announce an exciting sweepstake:

Keeper sweepstakes: September 3rd - October 15th, 2024

Refer a friend who subscribes to Keeper (Annual or Premium), and if they stay on and use Keeper for 30 days, you’re automatically entered into our raffle. One lucky winner will be announced on Friday, November 22nd, 2024.

This is a one-time promotion, so don’t miss out—start referring today!

Sweepstake FAQ

What do I win exactly? 

You win a $700 flight voucher to any airline of your choosing, paid for by Keeper!

How do I enter the sweepstake?

Keeper is running the sweepstake from September 3rd, 2024 to October 15th, 2024. You are automatically entered into the raffle if you refer someone who ends up paying for a Keeper subscription (Annual or Premium) and they stay on (and use Keeper) for 30 days. The winner will be announced on October 15th. This is a one-time promotion.

Are all my previous referrals reset?

Yes! However, if you invite your friend or colleague again, now there’s an added incentive that they get 25% off their subscription, and you get $50.

I’ve already referred a friend to Keeper. They haven’t subscribed yet, but they plan to. Do I still get a reward?

The easiest and most preferred method is if you resend them your unique share link and your friend or colleague subscribes through that. However, if they just paid for a Keeper plan, feel free to message support@keepertax.com and our team will look into it for you.

When do I get $50?

Once the person you refer has paid for and used Keeper for at least 30 days, you are eligible to receive the $50 reward.

How will I get my reward for my referral?

All referrals are paid out via PayPal. In the Referrals tab, within the Keeper app, you will be prompted to insert your PayPay email address.

 

 

How do I access my Referrals dashboard?

Easy! There are two ways to access the referrals dashboard.

Option 1: Go into the Keeper app, and hit “Referrals” on the bottom right

Option 2: Log in to your Keeper web dashboard and hit “Referrals” on the sidebar.

 

Access referrals via App

Access referrals via Web Dashboard 

 

Are referrals also a one-time promotion?

Nope. The sweepstakes are separate from our referral program offering, which gives $50 per successful referral after the individual referred stays and uses Keeper for 30 days. So even if you don’t win the sweepstake, you still get $50 per successful referral, up to $500 (10 referrals)!

 

 

By participating in the Keeper referral promotion (the "Program"), you agree to the following terms and conditions (the "Terms"). Keeper may at any time and in its sole discretion, without prior notice, terminate, cancel, suspend or modify the Program or these terms. If you are the person inviting friends to participate, you are a "referrer" under these terms, and if you are a person who receives an invitation, you are a "referee." 

Eligibility and Overview 
You may participate in this Program as a referrer until the Program is terminated or modified by Keeper. If you refer a referee prior to Keeper’s termination or modification of the program, you and such referees will still be eligible to earn the reward described below even if the referee does not fulfill the Reward Criteria (defined below) before such termination or modification.  

To be eligible to earn rewards through the Program, each referrer and referee must have (or sign up for, in the case of referees) a Keeper account in good standing (“Valid Account”) at the time of participation through when their reward(s) are issued. For an account to be “Valid”, the account must have an email and phone number unique to that Keeper account - the email and phone number must not be used with any other Keeper account.

A referrer may refer a referee by sending them an email, text, social post, or similar communication that includes a link to participate in the Program, as provided by Keeper (“Invitation”). Each referee must complete all the following steps (“Reward Criteria”) within ninety (90) days of the date on which the referrer’s referral link was created Pacific Time): 

a. Sign up for a Valid Account for the first time via the link sent by the referrer. To be eligible, referee’s phone number or email used to sign up cannot have been previously associated with a Keeper account.  Signing up for a Valid Account may require certain actions to verify the Valid Account and is subject to the Keeper User Agreement; and 

b. Complete a payment for a full-price Keeper annual plan or premium plan; and

c. Wait for 30 days without reversing the completed payment by any means, including but not limited to requesting a refund, issuing a credit card dispute, etc.

At Keeper’s discretion, we can waive these requirements.

Limits on Referrals 
There is a limit of ten (10) rewards per referrer Valid Account.  If two or more referrers invite the same referee, Keeper will credit the reward to the person who has their Invitation accepted first, as determined in Keeper’s sole discretion.

Reward
The reward is $50 USD sent to the Valid Account that qualified for the reward.  Rewards will be sent to the email address provided by the referrer via Paypal after 30 days have elapsed from the start of the referee’s subscription start date.

Receiving and Using Rewards
Keeper reserves the right to limit, cancel, delay, or revoke a reward if Keeper determines, in its sole discretion, that an eligible participant has violated these Terms or the Keeper User Agreement or has acted in a fraudulent or abusive manner, or if Keeper restricts or closes their Valid Account pursuant to the Keeper User Agreement.  

Keeper may provide an alternate reward of equal value if it is unable for any reason to fulfill the reward. Reward redemptions are final, will not be returned, and are subject to review and verification.  

Keeper is not responsible and/or liable if any e-mail, reward, referrals, or Program-related materials or correspondence are lost, fraudulent, abusive, stolen, late, incomplete, illegible, interrupted, delayed, altered, defective, misdirected, tampered with, or irregular in any way or if any participant’s e-mail address, Valid Account, or other contact information does not work, is deleted, or is changed without participant giving prior written notice to Keeper. 

Program is void where prohibited or if Eligible Participant’s accounts or transactions are fraudulent, abusive, not completed through legitimate channels, in violation of these Terms, or irregular in any way. 

By participating in the referral program, you agree that Keeper may disclose customer information about you to persons who refer you to Keeper or who you refer to Keeper. 

Governing Law: This Promotion is governed by California law. By entering, entrants agree to be bound by these terms and conditions and the Keeper User Agreement. Any questions relating to the offer will be resolved in Keeper’s sole discretion and its decisions related to the offer will be final and binding. 

Sponsor: Keeper, 44 Montgomery Street Suite 02-176, San Francisco, California 94104

Keeper is an app that connects to your bank to automatically identify and categorize expenses that may qualify for tax deductions, thereby helping you uncover tax breaks! We help independent contractors, freelancers, and small business owners discover deductions and file taxes. Our ultimate goal? To help you save on taxes!

Why is it so crucial to track your business deductions? Simply put, business deductions are your best friend if you have any type of 1099 or self-employment income. You can deduct anything you purchase for your work, but for it to be deductible, it must be tracked.

Don't confuse this with the standard deduction you claim when filing your tax return. As a self-employed individual, you can claim the standard deduction and deduct business expenses. While this might seem confusing, you can find a detailed explanation in our article, “Can I Take the Standard Deduction and Deduct Business Expenses?”

So, how do deductions work? Essentially, a portion of every dollar you spend on your business can reduce your tax bill at the end of the year. Without diligent tracking, you risk overpaying on your taxes, leaving money on the table that could have stayed in your pocket.

With Keeper, you ensure that every business expense is tracked, every deduction is applied, and filing taxes is as efficient as possible. This not only saves you money but also frees up valuable time to focus on growing your business. Our app offers a variety of services tailored to meet your needs. You can view our subscriptions to see which plan is best for you! Whether you prefer to simply track your expenses or take full advantage of our app by also filing your taxes, we’ve got you covered. 

Tax deductions can be a game-changer for self-employed individuals, but tracking them can often feel like a full-time job. Our app is designed to simplify the tax deduction process for self-employed individuals and small business owners by linking directly to your bank accounts. This integration allows Keeper to automatically track and categorize your business expenses throughout the year, so you can effortlessly maximize your tax savings.

Here’s how Keeper works its magic to help you find and manage your deductions with ease.

1. Seamless Expense Tracking

Keeper links directly to your bank accounts and credit cards, allowing it to track and categorize your expenses as they happen throughout the year — creating a list of deductions that will save you time and money when you file! This automatic tracking ensures that no deductible expense slips through the cracks. Whether you’re a delivery driver needing to deduct gas and car maintenance or a real estate agent managing costs like office space and client photography, Keeper keeps a detailed record of all your eligible expenses.

2. Automate Your Deductions

When you subscribe to Keeper, you’re not just getting a simple tracking tool. You’re accessing premium expense management software that learns about your job and the types of expenses you incur. For recurring expenses like utilities or subscription services, Keeper prompts you to set up "rules" to automate their categorization. This means you won’t have to manually track these deductions each month — Keeper does it for you!

3. Customizable Rules

You have the flexibility to create your own rules within the app. Whether it's for business deductions or personal expenses, you can set rules for how different types of charges should be categorized.

You can easily review and update these rules via the app by accessing the Deductions tab, and selecting the 'create a rule' icon, found next to the + icon in the upper right corner.

Here are some types of rules we can create for you:

Deductions: You can ask your tax assistant to help you make rules for all those recurring deductions, like utilities, subscription services, insurance, etc. Now you won't have to worry about making sure they get added each month.
Personal charges (not deductible): We can also make rules for personal transactions so we don’t add them each month. This is perfect for things like grocery stores, streaming services that aren’t work-related, etc.
The maybe's: You might have an expense that qualifies as a deduction only under certain circumstances. By creating a rule for these types of expenses, we won't automatically categorize them. Instead, you can review them in the app and update them yourself based on whether they qualify as a deduction or not.
📝 Remember, you can also create these rules yourself! For more detailed instructions on how to create rules, you can check out our Deductions tab article.

4. Effortless Tax Filing

When you file taxes with Keeper, we submit all your deductions for you, along with all the necessary tax forms — taking the stress out of tax filing.

Once you’re done filing, a tax pro will review your return to make sure everything is correct. When the review is complete, you'll receive a notification in-app and through email, asking you to confirm your estimated refund (or tax bill) amount. We'll only file once you've authorized us to do so.

Your annual Keeper subscription includes filing with the IRS and up to two state returns. If, for any reason, you decide not to file with us, no problem! You can export your business deduction sheet straight from your web dashboard and take it to your accountant.

You can learn more about our tax filing service by going to the Filing Taxes section of the help center!

5. Expert Assistance Whenever You Need It

Why spend time researching tax questions or scheduling appointments with a CPA when Keeper provides around-the-clock support? Every Keeper subscriber has access to our 24/7 AI chatbot, backed by a team of agents and tax experts ready to assist you with:

• Double-checking tricky deductions
• Setting up and managing rules
• Answering complex tax questions

• And so much more!

Here are some of the questions they can help you answer:

• Does my child qualify as a dependent on my return this year?
• Can I deduct the cost of a haircut?
• Do you keep up with medical expenses in the app?

Whether you have questions about your tax situation or need assistance with the app, your tax assistant is here to help. Simply reach out through the Ask tab in the app for support.

In essence, Keeper isn’t just about managing your expenses — it’s about transforming the way you handle your finances. Think of us as your personal tax concierge, dedicated to maximizing your tax savings and helping you understand the often-confusing world of taxes.

Excited to create a Keeper account? Getting started is a breeze! Just head over to our website and click on "Try for free" to set up your account.

You'll need to provide your phone number and email address. These will be used for logging into your account, though you can update them anytime through the app once your account is set up.

Next, you'll answer a few questions designed to help us understand your spending habits better, which will enable our app to track your deductions more effectively. We encourage you to provide accurate answers to make the most out of our services.

Additionally, you can download our app from the Apple App Store or the Google Play Store to enjoy seamless access on your mobile device.

After setting up your account, you'll select a subscription plan and enter your preferred payment method. Then, you can enjoy a 7-day free trial to explore the features our app has to offer! For more details on the free trial and our subscription options, be sure to check out our informative articles Subscriptions and Keeper's Free Trial.

Still unsure if Keeper is the right app for you? No need to stress! When you create an account, you'll receive a 7-day free trial to explore the app and its features. After the trial period, you'll be automatically charged for the plan you chose during sign-up unless you cancel your account beforehand.

Here’s a quick overview of our subscription options, which you can learn more about here.

• Monthly Plan: $20/month
• Annual Plan: $192/year
• Premium Plan: $396/year

During the free trial, you'll have the opportunity to track your expenses and experience how our tax filing service works. You can even complete the filing process and submit your tax return for review.

Our team of tax experts will carefully review your return for accuracy and provide you with details on your tax bill or refund. Plus, you’ll have access to our 24/7 AI Tax Assistant, and if you need more personalized help, our human support team is always ready to assist.

📝 Please note that the free trial does not include exporting a copy of your deductions or submitting your return for IRS filing. For those features, you’ll need at least the monthly plan to export deductions and the annual plan to file your state and federal taxes with us.

Convinced? Great! Just head over to the Apple App Store or Google Play Store to download the Keeper app. Answer a quick questionnaire, and you'll be on your way to saving money. Who wouldn't want that?

 

Keeper offers 3 different subscriptions

Monthly - $20 billed monthly

This subscription includes access to the app and all of the expense-tracking features Keeper has to offer. You can request an export of the deductions you tracked throughout the year wherever you are ready to file taxes. Note: This plan does not include tax filing with Keeper. 

Annual - $192 billed yearly 

This subscription includes everything in the monthly package, plus the ability to file your taxes with us at no extra cost. It ensures that all of your tax breaks are automatically secured on your return! 

Please note, while this plan isn't billed monthly, it breaks down to just $16 per month (totaling $192 per year). This is cheaper than the $20 per month plan, making it the best value if you plan to use Keeper year-round for expense tracking.

Premium - $396 billed yearly

This subscription includes all features of the Annual plan, plus additional services such as filing amendments, handling prior year returns, quarterly tax assistance, and personalized support for complex tax scenarios. Premium subscribers get direct access to our team of tax experts to manage these situations! 

More about Keeper's Premium subscription

What’s included? 

If your tax situation isn't supported by traditional tax software, Keeper's Premium plan can provide you with access to a tax professional who can assist you with:

1. Complex tax returns: If you have K1s, foreign income, rental income and most complex tax scenarios related to sole proprietorships 
2. Amendments: We can amend your tax return for a variety of different situations, such as if you overlooked income or forgot to claim a credit
3. Quarterly Tax Preparation: We assist you in calculating and preparing your taxes for each quarterly deadline.
4. Prior Year Returns: We assist with preparing and filing one return for a previous year in addition to your current year return.
5. Audit protection: In the event of an audit, we’ll help you get to a resolution with the IRS, providing full representation if necessary and supporting you in abating any penalties incurred.

What’s not included?

The Premium Plan covers almost everything, with a few exceptions. If we can't assist you, we'll provide a full refund, no questions asked!

Please note that we currently can't support filing for multi-member LLCs and partnerships. Additionally, we don't offer financial guarantees on your refund amount, meaning we're not responsible for covering any discrepancies if you're audited due to an unintentional error in your reporting.

We work diligently with the information you provide, carefully requesting all the necessary details to calculate and prepare each return accurately.

How do you sign up?

If you're a current Keeper user, you can upgrade to the Premium subscription from the 'Manage subscription' settings in the Keeper app. If you don't see the premium option or didn't get a prompt to sign up for Premium during registration — send us an email at support@keepertax.com, and we'll quickly assist you in getting started.

How do I get help with premium services after I sign up?

You'll receive an email with the subject "Welcome to the Premium plan!" when you sign up for the premium subscription. You can reply to the welcome email or reach out to us to connect to a tax expert for premium services.

 

We get it. Dealing with your financial information is something we take seriously. We use state-of-the-art, banking-grade encryption to keep your personal information safe. That's why we partner with Plaid to securely link your accounts to our app. 

When you connect your financial accounts to the Keeper app using Plaid, you’ll be prompted to enter the username and password associated with those accounts (Heads up! We don't have access to your login information or bank account details.) Plaid then links your accounts to our app, so we can find your qualifying business deductions. It's that easy!

You can learn more about Plaid here.

Below, you'll find a variety of common scenarios and frequently asked questions you may encounter while you're getting familiar with the Keeper app.

Question	Answer
What is Keeper?	Keeper is a tax filing software that connects to your bank to automatically personalize your experience and uncover tax breaks. We help independent contractors, small business owners, and freelancers discover deductions and file taxes. By linking your accounts, our expense tracking app lets us track and categorize your business expenses as they happen throughout the year — creating a list of business deductions that will save you time and money when you file your taxes. Deductions will automatically be applied to tax returns filed with Keeper.  You can interact with our AI tax assistant via the Ask tab in the app and get help from a tax assistant staff member. Our team of tax professionals and experts is always on standby to assist you with tax-related questions!
Can Keep​​er track my income?	We do not track income. We focus on tracking business expenses.
How do I update my payment method?	To update your billing information, log in to the Keeper app and go to the “Settings” tab located at the bottom right-hand corner of the screen. Scroll down to find and select “Manage Subscription”, then choose “Edit Payment Method.” From there, you can update your current payment details.
Can I include deductions on my quarterly taxes?	You can use the deductions you've tracked in the Keeper app to estimate how much your deductions will be for the entire year. This will help you determine your estimated net self-employment annual income, which is what your quarterly tax payments should be based on. You can user Keeper's free Quarterly Tax Calculator and read more about quarterly taxes here.
I have multiple LLCs, how do I separate these within the app?	If your LLCs are single-member LLCs, the IRS considers you to be one entity for tax filing. This means that you can track all of your business expenses together! If you choose to file with Keeper, we’ll intelligently allocate your expenses by income source at tax time.
Can I use my tax refund to pay for my subscription?	You will need to purchase your subscription with us before you file your tax return. Every return filed with Keeper is reviewed by a tax expert before it is filed, so we need to charge for the subscription before we send it to the IRS.
How can I add receipts to the app?	Tap on the corresponding transaction and select 'Add receipt photo'.
Can I deduct the income I pay to myself?	For sole proprietors and single-member LLCs, paying yourself (owner's draws) is not considered a deduction so we won’t track it in the app.
How can I update my filing status in the app?	You can always update your filing status and other personal information from the Settings > Profile section in the app. This will ensure the best estimates while you’re tracking your expenses throughout the year. If you are currently working on your return in the app and need to update your filing status, you can do so from the “Household Details” section.
Does Keeper track mileage?	Keeper doesn’t track mileage if you drive a car for work, but we’ll automatically keep track of your car expenses — things like gas, car maintenance, etc. In some cases, this is actually a better deal for you at tax time! If you file your taxes with Keeper, we will help you choose between claiming actual expenses and using the standard mileage deduction.
How much does Keeper cost?	We offer a variety of subscription options. Subscription options and features can be reviewed from the 'Manage subscription' settings in the Keeper app. We currently offer a monthly plan that includes access to all of the features in the app except tax filing for $20/month, or we have an annual plan that offers access to the same great features and includes tax filing at no extra charge for $192/year. If you have more complex tax situations, be sure to ask us about our Premium Plan designed for more hands-on help from a tax expert.
Can I pay the annual subscription in installments?	We are not currently offering any installment plans for our annual subscription. We do have a monthly subscription of $20 per month, but it does not include tax filing.
How do I log into the Keeper app?	Press “Get started” and enter the same phone number or email address you used when creating your account. Keeper doesn't use passwords. We will send you a 4-digit security code to your phone number or email address instead to confirm your sign-in. Kindly note that if you enter a different number than what you used previously, this may create an additional subscription, which may cause you to be charged extra.
I already filed my personal return, can you help me file my business return?	The IRS considers you and your single-member LLC or sole proprietorship to be one entity for tax filing. This means that you’ll need to file an amended return to include your business income and expenses if you've already filed an individual tax return. If you’d like to file an amended return, Keeper can provide free resources that can help you with the process. We also have a premium subscription that includes filing amended returns.
How do I include my LLCs information or my EIN on my tax return?	The IRS considers you and your single-member LLC or sole proprietorship to be one entity for tax filing. We’ll use your social security number to file your income taxes - no need to include your EIN or LLC information. You can enter the income you received from your business in the Freelance income section of the tax filing menu and add all your expenses from the Deductions tab in the Keeper app.
I have foreign income, how do I include this when I file taxes?	Keeper doesn’t currently support in-app filing for foreign income. However, Keeper has a premium subscription for $396 annually which does include filing for foreign income! With a premium subscription, you’ll be connected to a tax professional who will assist you directly with filing your foreign income.
How do I file my taxes with Keeper?	You can get started with filing your taxes with Keeper by accessing the File Taxes tab in the Keeper app or logging in at keepertax.com
How do I update my vehicle business usage, home office percentage, or business phone usage?	You can edit your vehicle, home office, and phone business usage percentage from the Settings > Profile section in the app.
My refund says deposited in the Keeper app, but I haven’t received it.	The refund status indicator in the Keeper app is based on a 21-day estimate. The most up-to-date information can be found at irs.gov/refunds The IRS processes most returns within 21 days, but some returns take up to 90 days for the IRS to process. Continue checking your status at irs.gov/refund and call the IRS if there is no update within 90 days of filing.
Do I need to keep receipts?	The Keeper app helps you track your expenses and provides a summary of your transactions. While it's a useful tool for maintaining records, it's not a replacement for actual receipts. The IRS may require original receipts for certain tax-related matters. We suggest adding a photo of the receipt to the app when possible. Bank statements can also be used in some instances as evidence of an expense when a receipt isn't available.
Can you file my S-Corp taxes?	Keeper doesn’t currently support filing S-Corp tax returns, but with our premium subscription, we can include shareholder income from a S-Corp, usually reported on a K1 form.
Where do I enter my medical expenses?	Medical expenses are typically considered personal expenses, and they aren’t something we track here in the app. Instead, you will be asked about that when you file your return with us.  You have the option of itemizing your deductions or using the federal standard deduction amount. Itemized deductions include premiums for health insurance, medical and dental bills, mortgage interest paid, real estate taxes, gambling losses, and charitable donations. If the total amount you paid for these items equals less than the standard deduction amount, then we recommend you use the standard deduction amount, as this will be most beneficial to you.
It is saying my income is lower than my deductions.	You can check the total amount of your deductions by tapping on the Estimated Savings amount to view your Total Deductions amount in the app or by exporting your deductions. You can then compare this to the total amount of income you entered under Freelance Income. If some deductions category totals seem high, you can review those deduction categories from the Deductions tab and remove any invalid business expenses. If your deductions are valid, you can bypass the warning in the app and proceed with submitting your information for review.
It says my vehicle expenses or mileage is too high.	You can review the Credits and Deductions > Vehicle Deduction section in the tax filing menu to ensure you’ve entered your mileage correctly. You can also review the deduction categories on the Deductions tab that are related to your vehicle expenses. If your mileage and deductions are accurate, you can bypass the warning and submit your return for review.
Can you tell me more about the premium plan?	Our premium subscription covers preparing complex tax returns, tax amendments, quarterly tax filings, and navigating audits. Premium subscribers have an assigned tax expert available to answer tax questions and prepare tax returns, including returns with complex tax scenarios such as rental income, S-Corp shareholder income, foreign income, and more.
I need an export of my expenses.	If you need to export the expenses you've tracked, please log in to your account on the Keeper website. Navigate to the 'Deductions' tab, select the year you want to export expenses from, and click on 'More' located in the top-right corner of the Deductions page. An export copy will be sent to the email address associated with your account. If you haven't received the requested export, please check your spam or junk folder. Next, verify the email address registered in the app under Settings > Login credentials, ensuring you're checking the correct inbox. You can also update your email address and request a new export. If these steps don't resolve the issue, please use the Ask tab in the Keeper app for additional help.
I need a letter from my tax preparer or a CPA.	Keeper is unable to provide a comfort letter or Profit and Loss statements. As a software company that aids in self-prepared returns, we lack the capability to verify whether or not you were self-employed. Verification of such information lies solely with you. However, we can certainly assist you by providing a copy of your return and Schedule C, which you can utilize to verify your income information.
I thought the Keeper tax was free. I’ve had Keeper tax for a while, and now, all of a sudden, it’s asking me to pay an annual fee.	Keeper does offer a free version that is limited to linking your bank accounts and has limited expense-tracking abilities. To have access to the full app, including the tax deduction summary export file, you will need a paid monthly or annual subscription.    We offer a monthly plan for $20/mo which includes expense discovery and tracking, as well as access to a tax deduction summary file and a personal bookkeeper. You can view subscription options in the 'Manage subscription' settings in the app and start a 7-day free trial.
How do I delete my Keeper account and data?	You can delete your Keeper account and all data from the 'Manage subscription' settings in the Keeper app. IMPORTANT! - Don't forget to export your deductions before deleting your Keeper account. All your banks will be unlinked, and you'll lose all your deduction records. Your account will be unrecoverable.
Can I deduct charitable donations?	We don't track charitable expenses as deductible in the app since they aren't business expenses, but you can classify transactions as Charity, and we will ask you about your charitable contributions when you file your return with Keeper.
How do I cancel?	You can cancel your subscription from the Settings > Manage Subscription section in the app.
Can I deduct the purchase of a $3000 computer for my business with Keeper?	It depends on the business-usage percentage of the computer - generally cost for equipment over $2500 must be depreciated as a capital asset instead of added as a business expense deduction.
I received a 1099K and 1099 NEC from Uber how do I enter this? I think the 1099 NEC amount is included in the 1099K amount	If you received both a 1099-K and 1099-NEC from Uber, you should enter both under the Freelance Income section. While entering your 1099-K, make sure to include your expenses as well. If you believe the 1099-NEC amount is included in the 1099-K amount, you might want to double-check your records or reach out to Uber for clarification. When filing your Uber taxes, we'll help you choose between the actual expense method and the standard mileage method ensuring you receive the greatest possible return.
I need help linking my Uber Pro card. It says I’m entering the wrong number every time I try to verify.	Uber Pro Card has a unique login flow which could be the issue. The login flow is this: 1. Enter your phone number 2. Enter the OTP code sent to your phone number 3. Enter your Passcode, which is a PIN code that you set up in your app What we've seen happening is that users enter the OTP code a 2nd time which you should be entering the Passcode. If you don't know what your Passcode is, here's instructions on resetting it here: https://support.branchapp.com/hc/en-us/articles/360045621272-How-do-I-Reset-my-Passcode-
Is there a restriction on the number of devices I can use to access my Keeper account?	Currently, there is no limit. Simply log in to your account using the phone number or email address linked to your Keeper account. We'll send you a 4-digit security code via text or email to verify your sign-in. Enter this code on the device you wish to use to access your Keeper account.
The PDF you sent to sign my return is blank, or there's nowhere to sign.	1. Ensure your browser or PDF viewer is up to date, as outdated software can sometimes cause issues with viewing documents. 2. Try downloading the form using a different browser or device to see if the issue persists.
I have my Capital One card linked, but it’s not displaying all my transactions	While our system can track up to 18 months of transaction data, it is still dependent on your bank on how far they allow us to see past purchases. Some banks only allow a few months.  Unfortunately, Capital One only allows us to view the past 90 days of transactions, so if you have deductions past that timeframe that you haven't already selected, you'll need to add those manually by using the + symbol on the Deductions tab.