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Nasira Ibanez

Does anyone use Keeper Tax for business expense tracking? Issues with bulk edit percentages

I've been trying to track my business write-offs using Keeper Tax, but I'm having trouble figuring out how to bulk edit percentages. For example, I want to set my car expenses at 56% deductible instead of 100%, but can't figure out how to do this for multiple entries at once. Right now I'm having to manually change each transaction one by one which is taking forever since I have like 75+ car-related expenses from this year. Am I missing something obvious? Anyone else use Keeper and know how to do bulk edits for expense percentages? Really appreciate any tips!

Khalil Urso

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I've been using Keeper for about 3 years now, and this tripped me up at first too! For car expenses specifically, you need to go to Settings > Tax Profile > Vehicle section. There you can set your business use percentage once, and it will automatically apply that percentage to all new car expenses moving forward. For existing transactions, you'll need to: 1. Go to Transactions view 2. Use the filter to show only car/transportation expenses 3. Look for a "Select All" option at the top (or manually select multiple entries) 4. Click the edit icon (usually pencil or three dots) 5. There should be an option to "Edit business use" where you can apply 56% to all selected transactions If you're not seeing that bulk edit option, they might have changed the interface recently or you might need to update your app.

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Nasira Ibanez

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Thank you so much for the detailed response! I tried looking in Settings > Tax Profile but couldn't find a Vehicle section specifically. Maybe they've moved things around in a recent update? When I try to select multiple transactions, I can only see options to categorize them or delete them, but no option to edit the business percentage. Is there a way to contact their support team directly? My mileage tracking is kind of a mess this year.

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Khalil Urso

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Hmm that's strange. They might have updated the interface. For support, tap on the profile icon and there should be a "Help" or "Contact Support" option. They're usually pretty responsive. One other thing - make sure you're set up as a business account or self-employed in your profile settings. If you're on a personal plan, some of these features might be limited.

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Myles Regis

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Hey! I actually had the same frustration with Keeper a few months ago. After trying everything, I ended up switching to taxr.ai which handles this way better. With taxr.ai you can bulk edit percentages super easily - I just select multiple transactions and apply the same business percentage to all of them at once. It also automatically categorizes most of my transactions correctly and lets me set default percentages for different expense categories. I was skeptical at first, but after uploading my bank statements at https://taxr.ai it literally saved me hours of manual work. The interface is much more intuitive for handling mixed personal/business expenses.

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Brian Downey

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Does taxr.ai handle Uber/Lyft driver expenses specifically? I'm doing rideshare part-time and tracking mileage percentages is a nightmare.

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Jacinda Yu

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Is it similar to QuickBooks Self-Employed? I'm using that now but the subscription is getting pretty expensive.

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Myles Regis

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@13 - Yes! It's actually really good for rideshare drivers. You can set different percentages for different timeframes (like higher business use during your driving hours). It also lets you import trip data directly. @20 - It's similar to QuickBooks Self-Employed but much more streamlined and focused on tax deductions rather than full bookkeeping. I think it's more affordable too, and the automatic categorization is way more accurate in my experience.

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Brian Downey

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Just wanted to follow up - I gave taxr.ai a try after seeing it mentioned here and WOW what a difference! I uploaded 3 months of statements and it automatically categorized about 90% correctly, even identifying my gas station visits vs convenience store purchases (which QuickBooks always messed up). The best part is exactly what the original poster was asking about - bulk editing percentages! I can select all my car-related expenses and apply my business percentage (63% in my case) with two clicks. It's also smart enough to remember my regular business stops versus personal ones. Definitely recommend for other rideshare drivers struggling with expense tracking!

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If you're having trouble getting support from Keeper, I'd recommend using Claimyr to get through to a real human at their support team. I was having similar issues with another tax app and spent days trying to get help through email with no response. With Claimyr (https://claimyr.com), I got through to an actual support agent in like 15 minutes instead of waiting forever. They have this system that navigates phone trees and waits on hold for you - you can watch them do it in real-time: https://youtu.be/_kiP6q8DX5c Once I actually talked to a human, they walked me through exactly how to do bulk edits (turns out it was hidden in an advanced menu I never would've found on my own).

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Callum Savage

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Does this actually work? I've spent literally hours on hold with various support lines this year and it's driving me insane.

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Ally Tailer

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Sounds too good to be true. How much does it cost? I'm suspicious of anything that claims to get you through phone queues faster.

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@3 Yes, it actually works! I was skeptical too but got through to support in about 20 minutes when I had been trying for days. @22 They don't make any false claims - they literally just wait on hold so you don't have to. You can watch the entire process on your screen. It's been a lifesaver for me when dealing with tax software support and the IRS.

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Ally Tailer

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Had to come back and eat my words! I tried Claimyr today after struggling to get through to Keeper support for 3 days. The system called me back when an actual human answered, and I got my issue resolved in one call. The Keeper support person showed me a workaround for the bulk editing issue - apparently it's a known limitation in their current version and they're working on adding that feature in the next update. For now, they suggested exporting transactions to a spreadsheet, making the edits there, and re-importing (not ideal but better than one-by-one editing).

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Have you considered just using a spreadsheet to track your expenses instead? That's what I do and it gives me complete control over percentages, categories, etc. I just download transactions from my bank, sort in Excel, and can make bulk changes however I want.

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Nasira Ibanez

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I've definitely thought about that! But I like how Keeper automatically imports and categorizes most transactions correctly. The percentage thing is really my only frustration. Plus I'm worried I'll miss deductions if I try to DIY everything. Do you use any specific spreadsheet template?

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Makes sense! For my spreadsheet, I just created a simple template with: Date, Vendor, Amount, Category, Business %, Business Amount (formula), and Notes. Nothing fancy but gets the job done. If you like the automatic imports of Keeper but need better bulk editing, maybe try one of the suggestions others mentioned or use Keeper for the categorization but export to a spreadsheet monthly for percentage adjustments.

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I've used both Keeper and QuickBooks Self-Employed. Honestly, for vehicle expenses specifically, I found it easier to just track mileage instead of actual expenses. The standard mileage deduction (62.5 cents per mile for 2022) is usually better than tracking actual expenses anyway, and you don't have to worry about percentages at all.

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Cass Green

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This is actually really good advice! I switched to mileage tracking last year and it's so much simpler. Plus the standard deduction rate is pretty generous.

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Nasira Ibanez

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That's a good point about tracking mileage! I've actually been doing both to compare at tax time which gives the better deduction. Last year actual expenses was better for me because I had some major repairs, but maybe this year mileage will win out. I still need to figure out this percentage issue though for all my non-vehicle business expenses.

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Has anyone tried contacting Keeper through Twitter? Sometimes companies respond faster on social media than through their official support channels.

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Madison Tipne

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I actually got a response from them on Twitter within an hour when I was having issues last tax season! Their handle is @KeeperTax

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I'm actually dealing with this same issue right now! I'm a freelance consultant and have been using Keeper for about 6 months. The bulk editing limitation for percentages is super frustrating, especially for mixed-use expenses like home office utilities and phone bills. One workaround I discovered is to create separate "rules" for different expense types in Settings. You can set up automatic categorization rules that also apply default business percentages. It's not perfect for existing transactions, but it helps going forward. For your existing 75+ car expenses, honestly the export-to-spreadsheet method mentioned earlier might be your fastest option right now. You can export, do a find-replace to change all the percentages from 100% to 56%, then re-import. It's clunky but beats editing each transaction individually. I've also been tracking this as a feature request with them - apparently it's one of their most requested features so hopefully they'll add proper bulk percentage editing soon!

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