Keeping a complete and centralized history of your company's tax filings is essential for compliance, financial planning, and due diligence. While Dappr offers tax filing services (effective for 2025 tax year returns filed in 2026), you can also upload returns from previous years and log any associated payments or refunds that were handled outside of Dappr.
This guide explains how to add your historical tax records to Dappr Accounting to ensure all your important financial documents are stored securely in one place.
Uploading previously filed tax returns
You can create a digital archive of all your past federal and state tax returns directly within Dappr Accounting. This is particularly useful for consolidating records if you've filed taxes using an accountant or filing service other than Dappr, or if you've filed returns yourself.
To upload a past tax return:
From the main menu, navigate to Accounting, then select Taxes from the top menu.
On the Filing and returns page, you will see a section for "Previous tax filings."
Click the + Upload [year] filing button.
In the pop-up window, provide the following details:
Title: Give the filing a clear name (e.g., "2024 Federal Income Tax Return" or "Q3 2024 Sales Tax Filing").
Filing date: The date the return was officially submitted to the tax authority.
Description (Optional): Add any relevant notes about the filing.
Upload your file here: Drag and drop or select the PDF copy of the tax return that was filed.
Click Save filing.
The document will now be stored in your Dappr account under the relevant year and will be accessible to all team members with sufficient permissions. Please note that when Dappr begins filing returns on your behalf, those documents will be added to this section automatically.
Logging previous tax payments and refunds
In addition to the returns themselves, you can keep a log of any tax payments you've made or refunds you've received. This is for record-keeping purposes.
To add a record of a past payment or refund:
From the Taxes page, click on the Refunds and payments tab in the sub-menu.
Click the Add to records button in the top-right corner.
In the pop-up window, fill out the required fields, including the type (refund or payment), the tax authority, the amount, and the date.
You can also upload a confirmation document for your records.
Click Save entry.
The transaction will now appear in your list of historical tax payments and refunds.
Important note on bookkeeping
When you add a previous payment or refund using this method, you are creating a record for organizational purposes only. This action does not create a journal entry in your accounting books.
The actual cash transaction—the money leaving your bank account for a payment or coming in for a refund—must still be categorized and reconciled from your bank feed on the Bookkeeping page. This ensures the cash movement is properly reflected on your financial statements.
When you engage Dappr to handle your tax payments and refunds in the future, the corresponding journal entries for those transactions will be recorded in your books automatically.