The File Taxes tab 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 experts does the heavy lifting so you don't have to.

 

File Taxes Interface

When you open the File Taxes section, you’ll start by selecting the tax year you want to file. Premium subscribers can file both their current-year return and prior-year returns directly through the app.

Navigation: File Taxes -> Year (Left Corner)

 

Once you have chosen your tax year, you can start your return, monitor your progress, and pause or resume whenever you like. The filing process is divided into three key stages: Share details, Keeper review, and Sign and file. We will go over each of these steps in more detail later on.

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!

 

Copy of past returns

All tax returns you filed through Keeper, both current and previous years, are stored in the app for your convenience. To request a copy, simply head to the File Taxes section, choose the year you filed, and select the option to have your return emailed to you.

When viewing a specific return, you’ll also find a summary that breaks down how your tax bill or refund was calculated, giving you a clear overview of your filing details. This summary will include key details such as:

• Adjusted Gross Income (AGI)
• Standard or itemized deductions
• Total taxable income
• Any non-refundable credits
• Gross taxes owed
• Taxes withheld and refundable credits

If you need to quickly check information like your AGI, simply select the tax year you’d like to review.

Navigation: File Taxes -> Year you filed (Left Corner)

 

Book a tax pro call

If you scroll down in the File Taxes tab, you’ll find an option to schedule a consultation with one of our tax professionals. This service is ideal for addressing specific tax questions or getting personalized guidance tailored to your situation.

Simply select Book a call, and you’ll be directed to the Tax Pro section, where you can schedule a time that works best for you.

For a closer look at how the consultation works and what to expect, check out our Tax Pro Consultation article for more details.

Navigation: File Taxes -> Book a call

 

Other available services

In addition to standard tax filing, Keeper offers a range of additional services designed to help you manage every aspect of your taxes with ease:

• Filing amendments: Make updates or corrections to a tax return you’ve already filed.
• Estimating quarterly taxes: Our team calculates your estimated quarterly payments and provides clear guidance on how and when to pay.
• S-Corp election: Get support with electing S-Corp status for your LLC to potentially reduce your tax burden.
• Filing S-Corp and partnership returns: Have your business returns prepared and filed accurately by our experienced tax team.

To access any of these options, head to the Other Available Services section within File Taxes, select the service you need, and our team will take it from there.

Navigation: File Taxes -> Other available services

 

Filing prior-year returns

Premium subscribers can file not only their current-year return but also prior-year returns for 2022, 2023, and 2024 directly from the online dashboard.

To begin, navigate to File Taxes, select the tax year you want to file, and start the process by uploading your tax forms for that year. You’ll answer a few simple questions and submit your information for review. Our tax expert team will then prepare your return and notify you as soon as it’s ready for filing.

📝For returns from 2021 and earlier, our team handles preparation manually. Just reach out to us, and we’ll manage the process for you. Additional fees may apply for older returns, depending on the tax year and the number of returns you need to file.

Navigation: File Taxes > Year (top left corner)

 

Filing amended returns

If you’ve already filed your return, whether through Keeper or another service, and need to make changes, our Premium subscription allows you to file an amendment with ease.

To begin, go to File Taxes in the app, select the tax year you want to amend, then navigate to Other Available Services at the bottom of the page. Choose Amend this 20XX tax return if you filed with Keeper, or Amend a 20XX return I filed elsewhere if your return was filed outside Keeper.

Navigation: File Taxes > Other available services > Amend this return

You’ll then see a prompt to start the amendment process. Click Continue, and the system will switch from the standard filing flow to the amendment filing flow, allowing you to proceed with your amendments.

From there, simply upload your tax forms, answer a few questions, and indicate the changes needed on your return. Once completed, submit it for review by selecting Continue to Tax Pro Review, and our tax team will begin preparing your amendment.

If you selected the amendment option by mistake or decide not to proceed, simply click Delete this amendment to return to the standard filing flow.

For returns from 2021 and earlier, amendments are handled manually by our tax team. Just reach out to us, and we’ll guide you through the next steps.

Navigation: File Taxes -> Amendment flow -> Delete this amendment

 

Navigating the Tax Filing Process

Let's now explore the various sections of the filing process!

1. Share details

Drop off tax forms

At the beginning of the tax filing process, you can upload the necessary tax forms or documents for your return. You can do this by dragging and dropping your files, uploading a photo, or selecting documents from your device.

📝 After you’ve uploaded your tax forms, you can review them by returning to the Drop off tax forms section of the File Taxes tab. This will show all the forms you've uploaded, and you can view the details by selecting each specific form.

Navigation: File Taxes -> Drop off tax forms

 

Moreover, if you prefer to input your tax form details manually, you can easily do so by selecting Enter manually. This option directs you to a page where you can choose the specific tax form you wish to enter manually.

Navigation: File Taxes -> Drop off tax forms -> Enter manually

 

Review your deductions

Once you've uploaded all your tax forms, you can scan your bank accounts to identify potential deductions. After scanning, be sure to review your deductions to confirm that everything is accurate.

Navigation: File Taxes -> Review Your Deductions -> Review Deductions

 

Answer personalized questionnaire

Once you're done reviewing your deductions, you can start answering the questionnaire. You'll be prompted with a series of questions tailored to your tax situation. Please answer them as accurately as possible. If you have any queries or find any part unclear, feel free to let us know. We're here to assist you every step of the way!

Navigation: File Taxes -> Answer personalized questionnaire -> Start questionnaire

 

Submit for review

The next stage of the filing process involves reviewing all the details you've entered. Once you've completed answering all the questions, you'll land on a summary page that neatly organizes the information you've provided. Each section in your tax filing summary is interactive, allowing you to easily make any adjustments if necessary.

During this stage, you also have the option to include any additional income, credits, or deductions by simply clicking on the sections marked with a + sign.

Navigation: File Taxes -> Your Tax Information

If everything appears accurate, you can proceed to submit your return for review by selecting Continue to tax pro review. Our dedicated team of tax experts will then review your filing to ensure its accuracy.

 

2. Keeper review 

Once we have completed the review of your return, we will inform you if there are any issues that need your attention. If everything is in order, you will see your tax bill or refund details when you return to the filing process. Before you submit your tax filing to the IRS, you’ll have the opportunity to review your return and the final tax calculations, which will show your tax bill and/or refund amounts for both federal and state taxes.

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

 

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 selecting Unlock to make edits. 

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

 

3. Sign & file

Once you’ve confirmed your tax bill or refund details and are ready to proceed with filing your return, simply click Sign & File to move on to the next step.

 

Selecting your payment method

On the next page, you’ll choose your payment method. This 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.

 

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.

 

Opting to pay later allows you to make the payment yourself or 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.

 

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.

 

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 submit your return to the IRS, you won't be able to make any further changes to your return. Make sure to select this option only when you’re certain you’re ready to file and no additional edits are needed.

 

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.

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

In this section, you will learn more about the Deductions tab, where you can add, view, and manage your expenses in one place.

 

Year

When you click on the year, you can switch between your deductions for the current year and prior years going back to 2022. If you have been tracking expenses with Keeper in previous years, those expenses will remain available in the Deductions tab and can be viewed or edited at any time.

If you recently signed up and connected your bank accounts for expense tracking, keep in mind that Keeper can typically access up to 18 months of transaction history, although this depends on your bank’s policy. Some banks may only provide a few months of data.

In these cases, you may not see expenses from prior years scanned automatically, but no worries. You can still manually add expenses or upload bank statements for those years. We will cover those options in more detail later.

Navigation: Deductions -> Year

 

Manually adding an expense

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

All you need is:

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

You can also attach a photo of your receipt if you prefer.

Don't forget to hit Save so the expense gets added to your deduction spreadsheet! 

Navigation: Deductions -> Plus sign

 

Manually adding expenses in bulk

If you have a large number of expenses to add, you can upload them using a PDF, XLSX, or CSV file. To do this, go to the Deductions tab, select the + sign in the top-right corner, and then select Upload expenses.

This is especially helpful if you have a bank account or card that isn’t currently supported by the app. Simply upload a spreadsheet or bank statement from that account, and Keeper will automatically add the expenses to your Deductions tab once the upload is complete.

💡Tip: If your expenses didn’t upload successfully, try saving your file in CSV format with only these three columns: Date, Expense Name, and Amount. Avoid including any other information so the app can correctly process your expenses. If you’re still having trouble, don’t worry—reach out to us, and we’ll be happy to help!

Navigation: Deductions -> Plus sign -> Upload expenses

 

Deleting a manually-added expense

If you need to remove a manually added expense, go to the Deductions tab, find the expense you want to delete, and select Delete at the bottom of the page.

📝 Please note that only manually added expenses can be deleted. Expenses tracked from a linked bank account or added through an upload cannot be deleted. If you need to exclude those expenses from your deductions, you can mark them as Personal instead.

Navigation: Deductions -> Select manually added expense -> Delete

 

Three-dot Menu

The three-dot menu next to the "+" sign in the app offers five handy tools:

• Rules
• Financial accounts
• Book a tax pro call
• Tax estimate
• Export deductions spreadsheet

Let’s explore these features in more detail.

Navigation: Deductions -> three-dot menu

 

Creating rules for recurring expenses

The Rules feature helps you automatically categorize recurring expenses so you won’t need to update them manually. Whether it’s a monthly utility bill or a personal subscription like Netflix, creating a rule means these expenses will be consistently marked according to your preferences.

To manage your rules, open the three-dot menu in the Deductions tab and select Rules. This brings up a window where you can create new rules or review and update any existing ones.

When creating a rule, all you need to enter are: 

• Merchant name 
• Deduction status
• Category

Here are some types of rules you can create for managing your expenses:

• Deduction: Set up rules for recurring deductions such as utilities, subscription services, and insurance. This way, you won't need to manually add them each month.
• Personal: Create rules for personal transactions to ensure they aren't mistakenly categorized as deductions. This is ideal for expenses like grocery store purchases or non-work-related streaming services.
• Ask Me: For expenses that might qualify as deductions only in specific situations, create a rule and select Ask Me for the status. This means these expenses won’t be automatically categorized. Instead, you can review them in the app and decide if they qualify as deductions. If you prefer to manually categorize certain expenses, you can set up rules for those and choose Ask Me as well.

You can also choose to apply the rule to past purchases. By selecting this option, all expenses with the exact merchant name will be automatically updated according to the rule you’ve set.

Navigation: Deductions -> three-dot menu -> Rules

 

Linking your accounts

By selecting the Financial accounts option from the three-dot menu, you'll be directed to the Linked accounts section in the Settings tab. Here, you can link your bank accounts or cards, allowing us to scan and track your expenses while identifying potential deductions.

Navigation: Deductions -> three-dot menu -> Financial accounts

 

Booking a tax pro call

Selecting this option from the three-dot menu will take you to the Tax Pro section of the app, where you can schedule a 30-minute consultation with one of our tax experts.

For a detailed overview of how the consultation works and what to expect, check out our Tax Pro Consultation article!

Navigation: Deductions -> three-dot menu -> Book a tax pro call

 

Estimating your tax bill or refund

Curious about how much you might owe in taxes or whether you’ll get a refund for the current year? The Tax Estimate feature provides a quick calculation, giving you a rough idea of your potential tax bill or refund. You can access this by selecting the three-dot menu in the top-right corner of the Deductions page.

Keep in mind that while the estimate provides a helpful ballpark figure, it doesn’t take into account other sources of income, credits, or deductions that will be factored in during the actual filing process. Think of it as a useful guide, but not a final calculation. Your actual tax bill or refund may vary once you complete your filing with us and submit your return for review.

Navigation: Deductions -> Three-dot menu -> Tax estimate

 

Understanding your tax profile

Your tax profile, accessible through Tax Estimate, includes important details about your income, work, and some of the credits or deductions used to calculate your tax estimate.

You can also update the percentage of your vehicle, public transport, and phone expenses used for business. Additionally, you can enter the size of your home and home office to calculate the business-use percentage applied to the deductible portion of your home expenses. If you travel for work or have meals with clients, you can indicate that information here as well.

Below, we’ll explain each section of your tax profile in more detail.

Navigation: Deductions -> three-dot menu -> Tax Estimate

Household Details and Income

In this section, you can update your:

• State of residence
• Tax filing status
• Dependents (if any)
• Expected annual W-2 employee income
• Expected annual freelancing/business income

Freelancing Details

Here, you can add or edit the type of 1099 work or business you do by selecting Manage Jobs under Freelancing Details.

If you don’t see an exact match, simply type in your job or business name. You can then select it as an option and add it to your freelancing details.

As you continue to use Keeper, it will learn from your spending habits, helping to categorize your expenses and suggest possible deductions based on your work.

Next, you’ll find toggle switches and sliders for common deductions such as business meals, travel expenses, vehicle use, phone-related costs, public transportation, and home office expenses. The information you provide here helps Keeper calculate potential savings and determine which expenses are deductible.

Use the toggle switches to indicate, for example, if you have business meals with clients or colleagues, or if you travel for work.

Below, adjust the sliders to reflect the percentage of time you use your vehicle, phone, or public transportation for 1099 work or business purposes. For instance, if you drive six hours per week and three of those hours are work-related, set the slider to 50%. You can update these percentages anytime. If you have a home office, you can also enter your home and office size to calculate your home business use percentage.

📝 If a deduction doesn’t apply to you, simply set the percentage to zero. For example, if you don’t use your car for business, set the driving slider to zero.

💡Tip: For a better understanding of which expenses qualify for these deductions, we recommend checking out our helpful articles on our website at https://www.keepertax.com/free-resources. 

Taxes Paid, Credits, and Deductions

In the final section of your tax profile, you can enter details about the federal and state income taxes withheld from your W-2, or any quarterly tax payments you’ve made. You’ll also have the option to indicate if you qualify for any of the following credits or deductions: student tuition payments, mortgage interest, or traditional IRA contributions.

 

Exporting your deductions

One of the helpful features we offer is the ability to export your deductions. If you're on an active subscription plan (at least the monthly plan), you can easily download a copy of your deductions whenever you need it.

If you'd like a copy of your deductions to print or use elsewhere, simply export them as a spreadsheet. To do this, tap the three-dot menu and select Export deductions spreadsheet. Just make sure to choose the correct year in the top-left corner of the Deductions tab before exporting.

Navigation: Deductions -> three-dot menu -> Export deductions spreadsheet

 

Total Deductions

The total deductions shown reflect the full amount of your eligible business expenses. This includes only legitimate business costs and accounts for accurate business use percentages.

This amount reduces your gross self-employment income, which lowers your taxable income and, ultimately, helps reduce the taxes you owe.

Navigation: Deductions

 

View business expenses by category 

When you tap on your total deductions amount, a pop-up window will appear with a breakdown of your total deductions by category. This is where you can view, manage, and edit expenses by category. 

By tapping on the chevron symbol in a specific category, you’ll see all the added deductions. Reviewing these sections is a great way to stay organized and ensure all your deductions are tracked.

From here, you can also select See impact on total tax refund to access the Tax Estimate feature.

Navigation: Deductions -> Total Deductions

 

Search expenses by name

The magnifying glass icon 🔍 will let you search your transactions by name. (e.g. Amazon)

Navigation: Deductions -> Magnifying glass icon

 

Sorting expenses

Below the total deductions amount, you can see a list of all your expenses that you can filter by:

• Status
• Category
• Account
• Amount
• Most recent or highest amount

Navigation: Deductions

 

Filtering expenses by transaction status

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

• Deductions
• Personal
• Ask Me

Navigation: Deductions -> Status

 

Ask Me expense category

Under Ask Me, you'll see a list of business expenses for you to go through if there are expenses that haven't been categorized. With a tap of a button, you can mark each expense as either a deduction or not. Checking this area of the app frequently to correctly mark each expense is a great habit to develop.

More deductions equal more tax savings!

Navigation: Deductions -> Status -> Ask Me

 

Ask feature

Not sure whether an expense can be deducted? Don't worry; we got you covered!

You'll notice that your uncategorized or unreviewed expenses (transactions with a 💡lightbulb icon) have an "Ask" option under them. This feature allows you to instantly ask if that specific expense can be deducted. Simply tap on that button and it will take you to the Ask tab where our AI Assistant answers your question in seconds! Moreover, if the AI assistant determines that a human response is needed, it will alert one of our staff members to provide an answer instead.

Navigation: Deductions -> Select the uncategorized expense -> Ask

 

Editing an expense 

Tapping on any 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 tap on a specific purchase to:

• Create/View rule
• Add receipt photo
• Add a note
• Edit the amount spent
• Edit the category

• Mark the purchase as a deduction or personal

  Navigation: Deductions -> Select an expense

Add a receipt photo

In the Deductions tab, you can easily attach a photo of your receipt by tapping on an expense and selecting Add receipt photo.

Navigation: Deduction -> Select an expense -> Add receipt photo (optional)

Add a note

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 an expense -> Note (optional)

Split Amounts

If a purchase includes both personal and business items (for example, buying business supplies along with personal goods), you can adjust the business use percentage to accurately claim only the portion related to your business.

Navigation: Deductions -> Select an expense -> Split expense

Smart Split

Smart Split is an accounting method that divides your expenses across your freelance or business jobs based on your reported income and industry benchmarks. When you file, Keeper will automatically assign expenses to the correct Schedule C income source using this method.

However, if you'd rather allocate expenses manually by income source, you can do that in the Deductions section of the app. Just select the expense, choose the Split Expense option, and then click Overwrite Smart Split. From there, you’ll be able to assign the expense to specific income sources yourself.

Navigation: Deductions -> Select an expense -> Split expense -> Overwrite smart-split

 

Bulk edit 

The bulk edit feature allows you to make changes for multiple transactions at once. Simply press an expense and hold it for a few seconds until you see the multi-edit mode. You can then select the expenses you'd like to edit.

Navigation: Deductions tab -> Press and hold an expense

After selecting the expenses, tap on Edit. This will pull up a screen where you can bulk change the expenses by the following:

• Add a note
• Change expense categories
• Mark as tax deductions
• Mark as personal

Add a note lets you add the same note for all expenses selected.

Mark as tax deductions will add the expenses to your deductions, and

Mark as personal lets you mark the expenses as personal.

Navigation: Deductions -> Press and hold an expense -> Edit

By selecting change expense categories, you can edit the category of the expenses with just one tap. Here, you can see all the categories you can choose from. Kindly note that you can only select one category for all the expenses you have selected.

Navigation: Deductions tab -> Press and hold an expense -> Edit -> Change expense categories

 

The Ask tab is where you can ask us questions you have about your business deductions, tax return, membership, how to use the app, or anything in between. And as your tax assistant, you'll get an answer from us directly.

Did we mention, that this feature is completely free? And you can message us anytime in-app!

 

 

You can also send photos and files if needed by selecting the plus sign next to the chat box. 

 

If you upload a file, you can view it directly from the Ask tab by clicking the link icon below the file preview. To delete the file, just click the trash can icon beneath the image.

 

Navigation: Ask -> Type message here

 

Tax season kind of feels like trying to assemble IKEA furniture without the instructions—and maybe with missing screws. Whether you're scratching your head over how to shrink your tax bill, curious if switching to S-Corp status could save you some cash, or just stuck in a weird tax situation that Google can't solve, our Tax Pro Consultation service is here to help untangle the mess!

 

The Tax Pro section of your Keeper app is where you can schedule a one-on-one, 30-minute consultation with your assigned tax expert. This service is available to Premium subscribers and includes one free 30-minute call every three months during your subscription. If you need additional calls, you can book them for just $60 each.

 

How to schedule a Tax Pro call

To book a call with a tax pro, go to the Tax Pro section in your app, or tap the three-dot menu (...) in the top-right corner of the Deductions section and select Book a tax pro call.

From there, you can view your assigned tax expert’s profile along with a calendar to schedule your consultation. If you select See More below the tax expert’s profile, you’ll be able to browse additional tax experts and choose the one you’d like to schedule a call with.

Before confirming your appointment, be sure to provide information about the topics you want to discuss. Your tax expert will review these notes ahead of your call, so the more details you share, the better prepared they’ll be. Once you’re ready, select Book tax pro call to secure your spot.

If you're already subscribed to the Premium plan, your call will be booked immediately. If not, you’ll be prompted to subscribe or upgrade. Don’t worry—if you’re upgrading from an existing plan, you’ll only pay the difference in the cost of your current plan and the Premium plan.

‼️Important: If you need to cancel or reschedule your call, make sure to do so at least 24 hours in advance. You can make changes in the same Tax Pro section. A $30 fee will be charged for no-shows or cancellations made less than 24 hours before your appointment.

 

How to join your scheduled call

When it’s time for your call, just go to the Tax Pro section in your web dashboard. You’ll see the call details there—click “Join call” at the scheduled time to meet with your tax expert.

If needed, you can cancel the call from the same screen, up to 24 hours in advance.

Make sure you have Zoom downloaded and ready to go before the meeting.

 

If you have questions about the Tax Pro consultation service or need help booking a call, feel free to reach out—we’re here to help!

The Settings tab serves as a central hub for managing key aspects of your Keeper account. From linking and managing financial accounts to customizing notifications, reviewing past returns, updating login information, managing your subscription, and checking referrals, this section puts everything you need in one place. 

On top of that, the Settings tab gives you access to Tax University, where you’ll find great resources to help you learn more about taxes. Let’s take a closer look at each feature and see how they work.

 

Profile & Preferences

Linked accounts

Simply tap on Linked accounts in the Settings tab to link your bank accounts or cards. Once you link your account(s), our system will begin finding potential deductions.

Navigation: Settings -> Linked accounts

You can even control whether or not a specific account is used for work, personal, or both. You can remove an account from here, too.

Navigation: Settings -> Linked accounts -> Select an account -> Remove this account

We partner with Plaid to connect your accounts. By connecting through Plaid, we do not have access to your personal information. We're only able to see purchases from your linked accounts. And that's to find deductions that put more savings in your pocket.

 

Notification settings

Here, you can adjust your notification preferences to:

• App notifications
• SMS text messages
• Don't notify me

📝 Please note that the notifications displayed in the Settings tab are only examples, not your actual notifications. If you choose to receive app notifications, you'll get push alerts whenever the Keeper app provides updates about your potential deductions or tax filing status. If you prefer SMS notifications, these updates will be sent to you via text messages instead.

Navigation: Settings -> Notification settings

 

Past returns

All tax returns filed through Keeper, including both current and previous years, will be available in this section. You can request to have a copy of any return emailed to you. 

 

When you select a specific tax return to download, you'll also see a brief summary showing how your tax bill or refund was calculated. This summary will include key details such as:

• Adjusted Gross Income (AGI)
• Standard or itemized deductions
• Total taxable income
• Any non-refundable credits
• Gross taxes owed
• Taxes withheld and refundable credits

If you need to quickly check information like your AGI, simply go to the Past Returns section after filing and select your tax return to view the details.

 

 

Additionally, if you uploaded any tax forms during the filing process, you'll be able to download them under the Documents section once your filing is complete.

Navigation: Settings -> Past Returns

Account & Subscription

Login credentials

In this section, you can update your:

• First and last name
• Email address
• Phone number

Navigation: Settings -> Login credentials

Partner Sharing Feature

In the Login Credentials section, you can use the Partner Sharing feature to add another person’s email address or phone number. This is especially handy if you’re filing jointly and both you and your spouse can log in and keep track of your self-employment expenses in the app. It can also serve as a backup login option in case you ever lose access to your own email or phone number.

Navigation: Settings -> Login credentials -> Partner sharing

 

Manage subscription

This is where you can view and manage your membership plan.

• Edit subscription 
• Edit payment method 
• Cancel subscription renewal

📝 When you cancel the renewal of your subscription, you are effectively unsubscribing / deactivating your account. You will not incur any charges moving forward unless you decide to resubscribe.

Navigation: Settings -> Manage subscription

Towards the bottom of the Manage subscription page, you'll find an option to permanently delete your Keeper account. Please note that choosing this option will unlink all connected bank accounts and erase all data stored in your account, with the exception of your tax filing information. To comply with federal regulations, tax filing data must be retained for three years.

Navigation: Settings -> Manage subscription -> Delete account and all data

 

Refer a Friend

The Refer a friend section is where you can access your unique referral link to share with friends and view details about Keeper's referral program.

When you refer a friend, they will receive a 25% discount on Keeper's Filing + deductions or Premium subscriptions. If they subscribe to Keeper (Filing + deductions or Premium) and remain a user for at least 30 days, you will earn a $50 reward which will be sent to your PayPal account. You can earn up to $500 through Keeper's referral program by referring multiple friends.

Navigation: Settings -> Refer a friend

Tax University

Our Tax University can be accessed from here where you can learn about all things taxes without the jargon.

Here, you can explore a variety of essential topics, including:

• Understanding your 1099 tax bill
• Managing receipts for taxes
• Car expenses and mileage
• Home office deductions
• Business travel deductions
• Business meal deductions
• Education deductions
• Quarterly taxes
• LLCs
• Advertising deductions
• Clothing deductions

For added convenience, you can also access Tax University online at https://www.keepertax.com/free-resources. 

Navigation: Settings -> Tax University

 

Log out

To sign out of your Keeper account, scroll to the bottom of the Settings tab and select the log out button. This will safely log you out of your account.

Navigation: Settings > Log out

 

 

Now that you've set up your Keeper account, you might have questions about various tax topics, such as:

• Your 1099 tax bill
• Receipts for taxes
• Car expenses & mileage
• Home office deduction
• Business travel deduction
• Business meal deduction
• Education deduction
• Quarterly taxes
• LLCs
• Advertising deductions
• Clothing deductions

For clear, comprehensive answers and resources, check out Tax University! This free resource, available both within the Keeper app and online, offers valuable information on everything from business deductions to tax filing.

To access Tax University in the app, go to the Settings tab. You'll find Tax University listed as the last item.

You can also access Tax University online at https://www.keepertax.com/free-resources for your convenience. Explore our resources and get the answers you need to navigate your taxes confidently!

 

 

Keeper is a feature-rich platform built to help you manage business expenses and file your taxes with confidence. Below is a simple roadmap to guide you through each tab and feature on your online dashboard.

The first section you'll encounter is File Taxes. This serves as your personalized starting point for filing with Keeper, letting you begin the process with just a click. The experience is fully automated, easy to follow, and fast, so you don’t need to be a tax expert to get started.

The filing flow walks you through uploading your forms and supporting documents step by step. Once that’s done, our team of tax experts takes care of the rest, handling the heavy lifting on your behalf. If you prefer to file on your phone, you can also check out our article on Filing in the App!

 

File Taxes Interface

When you log in to the Keeper website, you’ll be taken directly to the File Taxes interface, which serves as your starting point for filing your return. From there, you can select the tax year you’d like to file.

If you’re a Premium subscriber, you have the flexibility to file not only your current-year return but also prior-year returns all from your online dashboard.

Navigation: File Taxes -> Year (Left Corner)

Once you have chosen your tax year, you can start your return, monitor your progress, and pause or resume whenever you like. The filing process is divided into three key stages: Share details, Keeper review, and Sign and file. We will go over each of these steps in more detail later on.

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!

 

Copy of past returns

All tax returns you filed through Keeper, both current and previous years, are stored in the app for your convenience. To request a copy, simply head to the File Taxes section, choose the year you filed, and select the option to have your return emailed to you.

When viewing a specific return, you’ll also find a summary that breaks down how your tax bill or refund was calculated, giving you a clear overview of your filing details. This summary will include key details such as:

• Adjusted Gross Income (AGI)
• Standard or itemized deductions
• Total taxable income
• Any non-refundable credits
• Gross taxes owed
• Taxes withheld and refundable credits

If you need to quickly check information like your AGI, simply select the tax year you’d like to review.

Navigation: File Taxes -> Year you filed (Left Corner)

 

Book a tax pro call

Within the File Taxes section, you’ll also find an option to schedule a consultation with one of our tax professionals. This service is perfect if you have specific tax questions or need more personalized guidance tailored to your situation.

Simply select Book a call, and you’ll be directed to the Tax Pro section, where you can schedule a time that works best for you.

For a closer look at how the consultation works and what to expect, check out our Tax Pro Consultation article for more details.

Navigation: File Taxes -> Book a call

 

Other available services

In addition to standard tax filing, Keeper offers a range of additional services designed to help you manage every aspect of your taxes with ease:

• Filing amendments: Make updates or corrections to a tax return you’ve already filed.
• Estimating quarterly taxes: Our team calculates your estimated quarterly payments and provides clear guidance on how and when to pay.
• S-Corp election: Get support with electing S-Corp status for your LLC to potentially reduce your tax burden.
• Filing S-Corp and partnership returns: Have your business returns prepared and filed accurately by our experienced tax team.

To access any of these options, head to the Other Available Services section within File Taxes, select the service you need, and our team will take it from there.

Navigation: File Taxes -> Other available services

 

Tax Assistant Chat Box

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-right of your screen.

💡 Tip: For more personalized assistance, simply ask for help from a staff member, and they’ll be happy to assist you.

Navigation: File Taxes -> Ask

 

Filing prior-year returns

Premium subscribers can file not only their current-year return but also prior-year returns for 2022, 2023, and 2024 directly from the online dashboard.

To begin, navigate to File Taxes, select the tax year you want to file, and start the process by uploading your tax forms for that year. You’ll answer a few simple questions and submit your information for review. Our tax expert team will then prepare your return and notify you as soon as it’s ready for filing.

📝For returns from 2021 and earlier, our team handles preparation manually. Just reach out to us, and we’ll manage the process for you. Additional fees may apply for older returns, depending on the tax year and the number of returns you need to file.

Navigation: File Taxes > Year (top left corner)

 

Filing amended returns

If you’ve already filed your return, whether through Keeper or another service, and need to make changes, our Premium subscription allows you to file an amendment with ease.

To begin, go to File Taxes, select the tax year you want to amend, then navigate to Other Available Services at the top-left of the page. Choose Amend this 20XX tax return if you filed with Keeper, or Amend a 20XX return I filed elsewhere if your return was filed outside Keeper.

Navigation: File Taxes > Other available services > Amend this return

You’ll then see a prompt to start the amendment process. Click Continue, and the system will switch from the standard filing flow to the amendment filing flow, allowing you to proceed with your amendments.

From there, simply upload your tax forms, answer a few questions, and indicate the changes needed on your return. Once completed, submit it for review by selecting Continue to tax pro review, and our tax team will begin preparing your amendment.

If you selected the amendment option by mistake or decide not to proceed, simply click Delete this amendment to return to the standard filing flow.

For returns from 2021 and earlier, amendments are handled manually by our tax team. Just reach out to us, and we’ll guide you through the next steps.

Navigation: File Taxes -> Amendment flow -> Delete this amendment

 

Navigating the Tax Filing Process

Let's now explore the various sections of the filing process!

1. Share details

Drop off tax forms

At the beginning of the tax filing process, you can upload the necessary tax forms or documents for your return. You can do this by dragging and dropping your files, uploading a photo, or selecting documents from your device.

📝 After you’ve uploaded your tax forms, you can review them by returning to the Drop off tax forms section of the File Taxes tab. This will show all the forms you've uploaded, and you can view the details by selecting each specific form.

Navigation: File Taxes -> Share Details -> Drop Off Tax Forms

 

Moreover, if you prefer to input your tax form details manually, you can easily do so by selecting Enter manually. This option directs you to a page where you can choose the specific tax form you wish to enter manually.

Navigation: File Taxes -> Share details -> Drop off tax forms -> Enter manually

 

Review your deductions

Once you've uploaded all your tax forms, you can scan your bank accounts to identify potential deductions. After scanning, be sure to review your deductions to confirm that everything is accurate.

Navigation: File Taxes -> Share details -> Review your deductions

 

Answer personalized questionnaire

Once you're done reviewing your deductions, you can start answering the questionnaire. You'll be prompted with a series of questions tailored to your tax situation. Please answer them as accurately as possible. If you have any queries or find any part unclear, feel free to let us know. We're here to assist you every step of the way!

Navigation: File Taxes -> Share details -> Answer personalized questionnaire -> Start questionnaire

 

Submit for review

The next stage of the filing process involves reviewing all the details you've entered. Once you've completed answering all the questions, you'll land on a summary page that neatly organizes the information you've provided. Each section in your tax filing summary is interactive, allowing you to easily make any adjustments if necessary.

During this stage, you also have the option to include any additional income, credits, or deductions by simply clicking on the sections marked with a + sign.

Navigation: File Taxes -> Share details -> Your tax information

If everything appears accurate, you can proceed to submit your return for review by selecting Continue to tax pro review. Our dedicated team of tax experts will then review your filing to ensure its accuracy.

 

2. Keeper review 

Once we have completed the review of your return, we will inform you if there are any issues that need your attention. If everything is in order, you will see your tax bill or refund details when you return to the filing process. Before you submit your tax filing to the IRS, you’ll have the opportunity to review your return and the final tax calculations, which will show your tax bill and/or refund amounts for both federal and state taxes.

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

 

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 selecting Unlock to make edits. 

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

 

3. Sign & file

Once you’ve confirmed your tax bill or refund details and are ready to proceed with filing your return, simply click Sign & File to move on to the next step.

 

Selecting your payment method

On the next page, you’ll choose your payment method. This 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.

 

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.

 

Opting to pay later allows you to make the payment yourself or 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.

 

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.

 

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 submit your return to the IRS, you won't be able to make any further changes to your return. Make sure to select this option only when you’re certain you’re ready to file and no additional edits are needed.

 

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.

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

In this section, you will learn more about the Deductions tab, where you can add, view, and manage your expenses in one place.

 

Year

When you click on the year, you can switch between your deductions for the current year and prior years going back to 2022. If you have been tracking expenses with Keeper in previous years, those expenses will remain available in the Deductions tab and can be viewed or edited at any time.

If you recently signed up and connected your bank accounts for expense tracking, keep in mind that Keeper can typically access up to 18 months of transaction history, although this depends on your bank’s policy. Some banks may only provide a few months of data.

In these cases, you may not see expenses from prior years scanned automatically, but no worries. You can still manually add expenses or upload bank statements for those years. We will cover those options in more detail later.

Navigation: Web Dashboard -> Year

 

Search expenses by name

The search feature lets you quickly find your transactions by entering the merchant’s name (for example, Amazon). If you’re unsure of the exact name, clicking on the search bar will also display a list of your expenses, making it easy to locate what you need.

Navigation: Deductions -> Magnifying glass icon

 

Manually adding an expense

To manually add a business expense, click the + Add Expense button in the top-right corner.

What you’ll need:

• Name of the purchase
• Date of the expense
• Amount spent
• Category

You can also include a note if needed. Don’t forget to hit Save to add the expense to your deductions.

Navigation: Deductions -> Add expense

 

Manually adding expenses in bulk

If you have a large number of expenses to add, you can upload them using a PDF, XLSX, or CSV file. To do this, go to the Deductions tab on your web dashboard, click Add Expense, and then select Upload Expenses.

This is especially helpful if you have a bank account or card that isn’t currently supported by the app. Simply upload a spreadsheet or bank statement from that account, and Keeper will automatically add the expenses to your Deductions tab once the upload is complete.

💡Tip: If your expenses didn’t upload successfully, try saving your file in CSV format with only these three columns: Date, Expense Name, and Amount. Avoid including any other information so the app can correctly process your expenses. If you’re still having trouble, don’t worry—reach out to us, and we’ll be happy to help!

Navigation: Deductions -> Add expense -> Upload expenses

After uploading your expenses, we recommend reviewing them to make sure everything is correctly marked and categorized. To quickly find expenses you added manually, use the Account filter and select Manually Added. For uploaded expenses, choose the Expense Upload filter.

 

Deleting a manually-added expense

If you need to remove a manually added expense, go to the Deductions tab, find the expense you want to delete, and select Delete at the bottom of the page.

📝 Please note that only manually added expenses can be deleted. Expenses tracked from a linked bank account or added through an upload cannot be deleted. If you need to exclude those expenses from your deductions, you can mark them as Personal instead.

Navigation: Deductions -> Select manually added expense -> Delete

 

Creating a rule

The Rules button in the top-right corner of the Deductions page lets you create custom rules for recurring expenses.

Selecting this will bring a pop-up window where you can set up new rules. Any rules you’ve already created will also appear on this page, making it easy to edit or reference them.
 

To create a rule, you only need to enter:

• Merchant name
• Expense status
• Category

Types of rules you can create:

Deduction: Automatically categorize recurring deductible expenses such as utilities, subscription services, or insurance, so you don’t have to add them manually each month.

Personal: Ensure personal transactions aren’t accidentally marked as deductions. This is useful for expenses like grocery purchases or non-work-related streaming services.

Ask Me: For expenses that may only qualify as deductions in certain situations, select Ask Me as the status. These expenses won’t be automatically categorized, giving you the chance to review them in the app and decide if they qualify. This option also works if you prefer to manually categorize certain expenses.

Navigation: Deductions -> Rules

 

Exporting your deductions

In the Deductions tab, you can export a spreadsheet of your deductions by clicking the three-dot menu (...) or the More button in the top-right corner. Make sure to select the correct tax year before exporting to ensure you download the right data.

Navigation: Deductions -> Three-dot menu -> Click 'Export'

Linking another account

You can also link an additional bank account or card using the three-dot menu. Simply click Link Another Account, and you’ll be directed to the Settings tab on your dashboard to complete the process.

Navigation: Deductions -> Three-dot -> Click 'Link another account'

 

Estimating your tax bill or refund

Curious about how much you might owe in taxes or whether you’ll get a refund for the current year? The Tax Estimate feature provides a quick calculation, giving you a rough idea of your potential tax bill or refund. You can access this by selecting the three-dot menu in the top-right corner of the Deductions page.

Keep in mind that while the estimate provides a helpful ballpark figure, it doesn’t take into account other sources of income, credits, or deductions that will be factored in during the actual filing process. Think of it as a useful guide, but not a final calculation. Your actual tax bill or refund may vary once you complete your filing with us and submit your return for review.

Navigation: Deductions -> Three-dot menu -> Click 'Tax estimate'

 

Understanding your tax profile

Your tax profile, accessible through Tax Estimate, includes important details about your income, work, and some of the credits or deductions used to calculate your tax estimate.

You can also update the percentage of your vehicle, public transport, and phone expenses used for business. Additionally, you can enter the size of your home and home office to calculate the business-use percentage applied to the deductible portion of your home expenses. If you travel for work or have meals with clients, you can indicate that information here as well.

Below, we’ll explain each section of your tax profile in more detail.

Navigation: Deductions -> three-dot menu -> Tax Estimate

Household Details and Income

In this section, you can update your:

• State of residence
• Tax filing status
• Dependents (if any)
• Expected annual W-2 employee income
• Expected annual freelancing/business income

Freelancing Details

Here, you can add or edit the type of 1099 work or business you do by selecting Manage Jobs under Freelancing Details.

If you don’t see an exact match, simply type in your job or business name. You can then select it as an option and add it to your freelancing details.

As you continue to use Keeper, it will learn from your spending habits, helping to categorize your expenses and suggest possible deductions based on your work.

Next, you’ll find toggle switches and sliders for common deductions such as business meals, travel expenses, vehicle use, phone-related costs, public transportation, and home office expenses. The information you provide here helps Keeper calculate potential savings and determine which expenses are deductible.

Use the toggle switches to indicate, for example, if you have business meals with clients or colleagues, or if you travel for work.

Below, adjust the sliders to reflect the percentage of time you use your vehicle, phone, or public transportation for 1099 work or business purposes. For instance, if you drive six hours per week and three of those hours are work-related, set the slider to 50%. You can update these percentages anytime. If you have a home office, you can also enter your home and office size to calculate your home business use percentage.

📝 If a deduction doesn’t apply to you, simply set the percentage to zero. For example, if you don’t use your car for business, set the driving slider to zero.

💡Tip: For a better understanding of which expenses qualify for these deductions, we recommend checking out our helpful articles on our website at https://www.keepertax.com/free-resources. 

Taxes Paid, Credits, and Deductions

In the final section of your tax profile, you can enter details about the federal and state income taxes withheld from your W-2, or any quarterly tax payments you’ve made. You’ll also have the option to indicate if you qualify for any of the following credits or deductions: student tuition payments, mortgage interest, or traditional IRA contributions.

Total deductions

The total deductions shown reflect the full amount of your eligible business expenses. This includes only legitimate business costs and accounts for accurate business use percentages.

This amount reduces your gross self-employment income, which lowers your taxable income and, ultimately, helps reduce the taxes you owe.

Navigation: Deductions

 

Deductions overview by category

Selecting the total deductions amount opens a pop-up window that breaks down your deductions by category. By clicking on the chevron symbol in a specific category, you’ll see all the added deductions.

Reviewing this breakdown is a great way to stay organized and ensure all your expenses are properly tracked.

From here, you can also select See impact on total tax refund to access the Tax Estimate feature.

Navigation: Deductions -> Total deductions

 

Sorting expenses

Below the total deductions amount, you can see a list of all your expenses that you can filter by:

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

Navigation: Deductions

 

Filtering expenses by transaction status

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

• Suggested
• Deduction
• Personal

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 personal.

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 personal
• Edit the expense category
• Adjust the business-use percentage for that particular expense
• Create/View rule
• Overwrite smart-split (if option is available)

Navigation: Deductions -> Select an expense

Add a note

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 an expense -> Note (optional)

Split amounts

If a purchase includes both personal and business items (for example, buying business supplies along with personal goods), you can adjust the business-use percentage to accurately claim only the portion related to your business.

Navigation: Deductions -> Select an expense -> Percentage slider

 

Smart-split

Smart Split is an accounting method that divides your expenses across your freelance or business jobs based on your reported income and industry benchmarks. When you file, Keeper will automatically assign expenses to the correct Schedule C income source using this method.

However, if you'd rather allocate expenses manually by income source, you can do so in the Deductions section. Simply select the expense and click Overwrite smart-split to assign it to specific income sources yourself.

Navigation: Deductions -> Select an expense -> Overwrite smart-split

Bulk edit

The bulk edit feature lets you update multiple transactions at once. First, filter for the specific expenses you want to edit. Then, select the checkbox in the header row to choose all filtered transactions. You can uncheck any individual transactions you don't want to edit.

 

You can edit the selected expenses by adjusting the following:

• Status: This option lets you mark all selected expenses as either Deductions or Personal.
• Category: This allows you to assign a category to all selected expenses. You can choose from the available categories, but please note that only one category can be applied to all selected transactions.
• Note: Add the same note to all selected expenses.

 

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

Tax season feels like walking blindfolded through a room full of Legos, doesn’t it? Maybe you're stuck on how to lower your tax bill or wondering if being taxed as an S-Corp might make sense for your business. Or maybe you're just puzzled by something in your tax life that needs more than a quick Google search. Whatever your question, our Tax Pro Consultation service can help!

 

The Tax Pro section of your Keeper web dashboard is where you can schedule a one-on-one, 30-minute consultation with your assigned tax expert. This service is available to Premium subscribers and includes one free 30-minute call every three months during your subscription. If you need additional calls, you can book them for just $60 each.

 

How to schedule a Tax Pro call

To book a call, navigate to the Tax Pro section in your online dashboard. From there, you can view your assigned tax expert’s profile along with a calendar to schedule your consultation. If you select See More below the tax expert’s profile, you’ll be able to browse additional tax experts and choose the one you’d like to schedule a call with.

Before confirming your appointment, be sure to provide information about the topics you want to discuss. Your tax expert will review these notes ahead of your call, so the more details you share, the better prepared they’ll be. Once you’re ready, click “Book tax pro call” to secure your spot.

If you're already subscribed to the Premium plan, your call will be booked immediately. If not, you’ll be prompted to subscribe or upgrade. Don’t worry—if you’re upgrading from an existing plan, you’ll only pay the difference in the cost of your current plan and the Premium plan.

‼️Important: If you need to cancel or reschedule your call, make sure to do so at least 24 hours in advance. You can make changes in the same Tax Pro section. A $30 fee will be charged for no-shows or cancellations made less than 24 hours before your appointment.

 

How to join your scheduled call

When it’s time for your call, simply return to the Tax Pro section in your web dashboard. You’ll see the call details listed—just click “Join call” at the scheduled time to meet with your tax expert.

 

If you have questions about the Tax Pro consultation service or need help booking a call, feel free to reach out—we’re here to help!

In the Settings section of your Keeper web dashboard, you can conveniently manage various aspects of your account. This includes updating your personal information, adjusting notification preferences, managing your subscription, accessing your referral link, and linking your bank accounts.

 

Linked Accounts

You can easily add your bank accounts or cards through the Linked Accounts section in your web dashboard. Once linked, these accounts will be displayed in the same section. From there, you can choose how each account is used by selecting one of the following options:

• Sometimes used for 1099/freelancing-related purchases
• Never used for 1099/freelancing-related purchases
• Always used for 1099/freelancing-related purchases

Selecting any of these options will affect how the status of transactions from each account appears in the Deductions tab.

If you no longer wish to see transactions from a particular account, you have the option to remove the account from your linked accounts.

If your bank isn’t supported by Plaid, you can still upload a spreadsheet or statement with your expenses. Simply click "Upload Expenses" under Linked Accounts. Once the upload is complete, your expenses will appear in the Deductions tab. You can also access this feature under "Add Expense" on the Deductions page. We currently support PDF, XLSX, and CSV file formats.

Navigation: Settings -> Linked accounts

 

Notifications

Here, you can adjust your notification preferences to:

• App notifications
• SMS text messages
• Don't notify me

Navigation: Settings -> Notifications

📝 Please note that the notifications displayed in the Settings tab are only examples, not your actual notifications. If you choose to receive app notifications, you'll get push alerts whenever the Keeper app provides updates about your potential deductions or tax filing status. If you prefer SMS notifications, these updates will be sent to you via text messages instead.

 

Login credentials

In this section, you can update your:

• First and last name
• Email address
• Phone number

Navigation: Settings -> Login credentials

Partner Sharing Feature

In the Login Credentials section, you can use the Partner Sharing feature to add another person’s email address or phone number. This is especially handy if you’re filing jointly and both you and your spouse can log in and keep track of your self-employment expenses in the app. It can also serve as a backup login option in case you ever lose access to your own email or phone number.

Navigation: Settings -> Login credentials -> Partner Sharing

 

Subscription

This is where you can view and manage your membership plan.

• Edit subscription
• Edit payment method
• Cancel subscription

📝 When you cancel the renewal of your subscription, you are effectively unsubscribing / deactivating your account. You will not incur any charges moving forward unless you decide to resubscribe.

Navigation: Settings -> Subscription

Towards the bottom of the Subscription page, you'll find an option to permanently delete your Keeper account. Please note that choosing this option will unlink all connected bank accounts and erase all data stored in your account, with the exception of your tax filing information. To comply with federal regulations, tax filing data must be retained for three years.

Navigation: Settings -> Subscription -> Delete account and all data

 

Refer a friend

This is where you can access your unique referral link to share with friends and view details about Keeper's referral program.

When you refer a friend, they will receive a 25% discount on Keeper's Filing + deductions or Premium subscriptions. If they subscribe to Keeper (Filing + deductions or Premium) and remain a user for at least 30 days, you will earn a $50 reward. You can earn up to $500 through Keeper's referral program by referring multiple friends.

You can also track the progress of your referrals. When your friend signs up for Keeper, a clock icon will appear next to their name in your referral bank. Once your friend has subscribed and used Keeper for 30 days, the clock will turn into a green check mark, showing that you are eligible for your $50 reward which will be automatically sent to your PayPal account.

Navigation: Settings -> Refer a friend