Liberty Tax online software review | finder.com

Liberty Tax® online software review

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Make getting through tax season a breeze with online software by Liberty Tax®.

You’ve made it through the chaos of the holidays, but sneaking around the corner is something that may beat out Uncle Mark’s awful stories for most-stressful annual tradition. Tax season. Liberty Tax can help ease the anxiety around paying your taxes by offering simple, online software and the ability to get in-person help.

A breakdown of Liberty Tax® online solutions

With four separate tax-solution packages Liberty Tax has an option for filing Schedule B all the way to K-1. You can even import information for free from tax products with other companies if you’ve filed with them in the past.

PlanDetailsForms supportedSchedules supportedPrice (billed monthly)
EZSimple returns can be completed quickly and easily.Form 1040EZSchedule B$14.95
BasicDesigned for family returns, slightly more comprehensive than the EZ. Includes itemized deductions.Form 1040, 8853Schedule A, B$19.95
DeluxeMore in-depth, contains forms and guidance needed for investors.Form 1040, 4562, 8829, 4136, 8839, 8853Schedule A, B, C$49.95
PremiumSmall business solution that includes additional deductions.Form 1040, 4562, 8829, 4136, 4684, 4835, 8839, 8853Schedule A, B, C, E, F, K-1$69.95

Each level also includes any necessary state forms.

Who is Liberty Tax® for?

Under Liberty Tax, you can find four separate solutions for simple returns for families, investors, and small business owners. Review what’s included in each level of the software to determine which is the best fit for your specific needs.

What are the top features of Liberty Tax® software?

  • File your return from home, or complete it on the go. Online software means not having to deal with downloading clunky programs or troubleshooting installations. It’s also easier to access your information on the go, or even finish filing your return from a separate machine.
  • Help when and where you need it. Live chat is available online through the Liberty Tax website. You can also go into a local office and have your online information transferred directly to the expert who assists you.
  • Transfer your information from another tax solution software. If you’ve filed using tax software in the past, Liberty Tax allows you to transfer that information over so you’re not stuck filling out tons fields you’ve already finished.

Free Double-Checking

At one of Liberty Taxes 4,000+ locations, you can walk in and have their tax experts double-check your online tax return for free. It doesn’t matter if you prepared it using their software or a competitor’s — they’ll double-check your work regardless.

What to watch out for

  • Cash-in-a-flash offer only in certain stores, and is not available online. Not all offices offer the instant $50 for filing through Liberty Tax. Because this is in-store only, you won’t be eligible for the discount if you file online using the Liberty Tax software.
  • You may need a higher tier. In the event that you’ve sold your house, there may be a jump in the package you need. Go over everything that’s included in each solution to ensure you’re getting everything you need to successfully file your taxes.

How to use Liberty Tax® online software

Signing up for and using the online software provided by Liberty Tax is simple, and free to start.

  1. Click “go to site” to get to the Liberty Tax website.
  2. Select the “Start for free” button.
  3. Fill out your information as you’re prompted to, selecting “Next” when you’ve finished each section.
  4. Double check your work at the end to make sure you have entered everything in correctly.
  5. Submit your final forms and make any necessary payments.

Be sure to have any relevant documents on hand (like your W-2 forms) to make the process go faster.

Liberty Tax® as a company

Liberty Tax has been assisting Americans with their tax needs for the past 20 years. With over 4,000 offices in the United States and Canada and headquarters in Virginia Beach, Virginia, Liberty Tax has well-established itself. Over the years Liberty Tax has become known for both personal and business income tax preparation.

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