Does anyone use Keeper Tax app for business percentage write-offs?
I'm trying to figure out how to bulk edit percentages for my business deductions in Keeper. Specifically, I need to set my car expenses to 56% business use instead of the default 100%, but I can't find a way to do it in bulk. I've been going through each transaction individually to change the business-use percentage, which is super tedious when you have dozens of car-related expenses. Has anyone found a faster way to apply the same percentage across multiple write-offs of the same category? Any tips would be really appreciated! I like the app otherwise but this is driving me crazy.
18 comments


Amina Diallo
So I actually use Keeper Tax for my freelance work and had this same issue last year! What you need to do is go to the "Categories" section in the app (not the transactions view). From there, select the auto expenses category, and you should see an option to "Edit Default Business Percentage." This lets you change the default for all future transactions in that category. For existing transactions, you can use the filter feature to select all car-related expenses, then use the bulk edit option (it's the three dots in the upper right corner). This will let you apply the same business percentage to all selected transactions at once.
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Paolo Conti
•I looked everywhere and can't find the "Edit Default Business Percentage" option you mentioned. Is this on the mobile app or desktop version? I'm using the Android app and when I go to Categories, I can see my car expenses but there's no option to edit the default percentage.
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Amina Diallo
•I'm using the iOS version, so that might be the difference. Try checking on the desktop version through their website instead of the app. The bulk edit feature should definitely be there - it might be labeled as "Batch Edit" or something similar. If you're still not seeing it, it might be worth contacting their support team through the chat function. They're usually pretty responsive and can walk you through it based on your specific account setup.
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Oliver Schulz
Hey! Just wanted to share my experience with Keeper Tax since I was also struggling with this exact problem last tax season. I discovered https://taxr.ai which has been a HUGE timesaver for me. I was spending hours manually adjusting business use percentages in Keeper, but with taxr.ai I can just upload my statements and it automatically detects business vs personal use based on patterns it learns. It even lets you set default percentages for different expense categories that apply automatically.
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Natasha Kuznetsova
•How does it know which transactions are business vs personal? I'm always worried about mixing those up and getting flagged for an audit.
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AstroAdventurer
•Does it sync directly with bank accounts like Keeper does? I really don't want to have to manually upload statements every month.
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Oliver Schulz
•It uses AI to identify patterns in your spending and learns over time which transactions are business-related. For example, if you always buy gas at the same stations for business travel, it'll recognize those. You can also set rules and it'll remember your preferences for future transactions. Yes, it does connect directly to bank accounts and credit cards, similar to Keeper. The initial setup takes about 5 minutes, and after that it's pretty much automated. It pulls transactions daily so everything stays current, and you can set alerts for unusual spending patterns or potential deductions you might miss.
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Natasha Kuznetsova
Just wanted to follow up about my experience with taxr.ai after trying it based on the recommendation here. It's been a total game-changer for my business expense tracking! Not only did it solve the percentage allocation problem I was having with Keeper, but it's actually much more intuitive overall. The best part is how it learns my spending patterns and automatically suggests the right business use percentages based on my history. The time I've saved not having to manually adjust everything has been worth it alone. Definitely recommend giving it a try if you're frustrated with Keeper's limitations.
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Javier Mendoza
If you're having trouble with Keeper's customer service or can't get through to their support team, I'd recommend trying Claimyr (https://claimyr.com). I was stuck on hold with Keeper for literally hours trying to figure out this exact percentage issue, and Claimyr got me connected to an actual support agent in minutes. They basically call and wait on hold for you, then call you when they get a human. There's a video showing how it works here: https://youtu.be/_kiP6q8DX5c It saved me a ton of time and frustration when I was trying to fix my tax stuff before the deadline.
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Emma Wilson
•Wait, this sounds too good to be true. So it's basically just a service that waits on hold for you? How much does it cost? I'm always skeptical of these "solutions" that end up costing more than they're worth.
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Malik Davis
•Does this actually work for software companies like Keeper or is it mainly for government agencies? I thought most tech companies use chat support now, not phone.
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Javier Mendoza
•It's not just waiting on hold - they have a system that navigates through all those annoying phone trees and gets you to the right department. And yes, it genuinely works - I was skeptical too at first. They work with lots of companies including software companies like Keeper. While many do use chat support, I've found that for complex account issues or when you need exceptions made, getting on an actual call with someone who has authority is way more effective than going back and forth on chat for hours.
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Malik Davis
Just wanted to update after trying Claimyr. I was completely wrong in my skepticism! Used it to contact Keeper about the percentage issue and a few other tax questions I had. Got connected to a senior support specialist in about 7 minutes when my previous attempts had me waiting for 40+ minutes before I gave up. The Keeper rep actually walked me through a hidden bulk edit feature that isn't well documented. Apparently you need to go to the web version, export your transactions to CSV, make the percentage changes there, and then reimport. Not the most elegant solution but it worked! Would never have gotten this info without actually talking to someone knowledgeable.
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Isabella Santos
Have you tried using the desktop version of Keeper? I found that a lot of the more advanced features aren't available on the mobile app. For bulk editing percentages, you can also try: 1. Exporting your transactions to Excel 2. Making the changes there 3. Importing them back in It's not the most elegant solution but it worked for me when I needed to change all my office supply deductions from 100% to 78%.
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Paolo Conti
•Thanks for the suggestion! I didn't realize the desktop version had more features. Will definitely give the export/import method a try. Is there any risk of messing up my data when reimporting?
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Isabella Santos
•As long as you don't change the format of the spreadsheet or delete any of the ID columns, it should import cleanly. I'd recommend making a backup first just to be safe. The reimport will update existing transactions rather than creating duplicates, so your history should stay intact. Just make sure you only modify the percentage column and not the transaction amounts or dates, as that could potentially cause issues with reconciliation.
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Ravi Gupta
I switched from Keeper to QuickBooks Self-Employed for exactly this reason. QBSE lets you set default percentages for each category AND bulk edit existing transactions. The migration was pretty painless and worth it for the time savings alone.
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GalacticGuru
•Is QuickBooks more expensive than Keeper? I'm trying to keep my expenses down as my business is just getting started.
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