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If you have a Capital One account, you can still have your statements scanned for write-offs, but you’ll need to use our spreadsheet import feature. This requires downloading your bank statements from in a particular format (.csv). Below are instructions for how to do this for Capital One accounts.
You’ll need to go to https://www.capitalone.com/ and log into your account. Unfortunately, neither the app or the mobile website for Capital One allow you to export your statements - it has to be from a computer.
You’ll need to do this for every account (ex: checking, credit card) you’d like to scan for tax write-offs.
Only .csv files are supported by our import feature, and you’ll want to make sure to include the entire date range of transactions you’re looking for.
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Then, select the appropriate download settings:
Don’t forget to include the whole date range of transactions you would like us to scan!
Click done, and the file will be downloaded to your computer.
Once you have the file, use the Keeper Tax Capital One bank import feature to scan these purchases - we’ll automatically categorize and remove certain transactions for you.
Keeper finds tax deductible expenses among your purchases ... automatically! Save $1000s a year claiming the tax write offs you’re eligible for as a contractor.
Note: at Keeper Tax, we're on a missing to help freelancers overcome the complexity of their taxes. That sometimes leads us to generalize tax advice. Please drop a note above or reach out via email if you have questions.
