The information contained on this site is provided for informational purposes only and should not be construed as professional advice.
Send-A-Friend In-Office Referral Program
Valid at participating locations. Referred friends must be new customers who receive paid tax preparation at Liberty Tax. Cannot be combined with other offers or used toward past services. One coupon per customer and per return. Other exclusions may apply. Void where prohibited by law. Valid 11/1/2016-10/31/2017. See full Terms & Conditions.
Send-A-Friend Online Referral Program
Get $10 for each qualified new-to-Liberty Tax online customer, and give your Friend a special invitation for 50% off their online tax preparation fees using Liberty Tax. Your Friend will receive an invitation with instructions on how to redeem their special discount offer.
To qualify, your Friend must: (1) Be a new Liberty Tax online customer; and, (2) Access, pay and file a tax return with Liberty Tax using the unique link provided by the referrer. Discount is valid only for new Liberty Tax online customers who accesses using the unique link in their special invitation to file before December 31, 2017. Discount offer valid only for intended recipient, and cannot be combined with any other offer. Terms, conditions, features, availability, pricing, fees, service and support options subject to change without notice.
If receiving electronic payment you will receive an email with your Rewards on a Visa® Prepaid Card (up to the max amount for each qualified referral), up to 45 business days after your Friend redeems their special offer.
Terms, conditions, features, availability, pricing, fees, service and support options subject to change without notice. Program is administered by a third party service provider. Liberty Tax, Inc. may share certain information with a third party service provider for the purposes of the Program.
PLEASE NOTE THAT YOU MUST TELL YOUR FRIENDS THAT YOU ARE ELIGIBLE TO RECEIVE A REWARD IF THEY MAKE A QUALIFYING PURCHASE. If you do not, it is a violation of these Program terms and may result in your immediate termination from the Program, disqualification from future participation, and forfeiture any money owed to you as a result of your participation in this Program.
Liberty Tax, Inc., subsidiaries, affiliates and the Program service providers (“We,” “our”) reserve the right at any time and for any reason to modify these terms, or to change, interrupt or stop the Program either for a period of time or permanently with or without notice. We reserve the right to delay, cancel, revoke, or prevent payment of rewards in any suspected case of fraudulent use or misuse of Liberty Tax software or this Program. Referrals and rewards are subject to verification at our sole discretion. See full Terms & Conditions.
Liberty Accounting
Free Trial
Free Trial accounts available to new Liberty Accounting Customers. Trial use program is for limited time. At the end of the trial period, you may elect to convert the trial account into a standard account at which time regular [monthly subscription fees or however they charge] will apply. Service is provided “as is” during the trial period.
Liberty Tax School
Liberty Tax Service has been approved by the California Tax Education Council to offer Liberty Tax School (CTEC Course #2097-QE-0001), which fulfills the 60-hour “qualifying education” requirement imposed by the State of California to become a tax preparer. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA 95812-2890, toll-free by phone at (877) 850-2883, or on the Internet at www.ctec.org
Licensed by Oregon Higher Education Coordinating Commission (OAR) 715-045-0033(6). Students must pass the Tax Preparer examination given by Oregon Board of Tax Practitioners before preparing tax returns for others.
In Maryland and New York, additional instruction and requirements are necessary to prepare an individual for employment as a Registered Tax Return Preparer.
In Arkansas, Liberty Tax is licensed By the SBPCE State Board.
In Tennessee, students will be offered employment per satisfactory completion.
Liberty does not make any promise, warrant or covenant as to the transferability of any credits earned at Liberty Tax Service. Credits earned at Liberty Tax Service, may not transfer to another educational institution. Credits earned at another educational institution may not be accepted by Liberty Tax Service. You should obtain confirmation that Liberty Tax Service will accept any credits you have earned at another educational institution before you execute an enrollment contract or agreement. You should also contact any educational institutions that you may want to transfer credits earned at Liberty Tax Service, to determine if such institutions will accept credits earned at Liberty Tax Service prior to executing an enrollment contract or agreement. The ability to transfer credits from Liberty Tax Service to another educational institution may be very limited. Your credits may not transfer, and you may have to repeat courses previously taken at Liberty Tax Service if you enroll in another educational institution. You should never assume that credits will transfer to or from any educational institution. It is highly recommended and you are advised to make certain that you know the transfer of credit policy of Liberty Tax Service, and of any other educational institutions you may in the future want to transfer the credits earned at Liberty Tax Service, before you execute an enrollment contract or agreement.
*Enrollment in, or completion of, the Liberty Tax Course is neither an offer nor a guarantee of employment, except as may be required by the state. Additional qualifications may be required. Enrollment restrictions apply. State restrictions may apply and additional training may be required in order to become a tax preparer. Valid at participating locations only.
You may not be thinking about your tax return right now, but before you know it the holidays will be in full swing leaving you less time to make sure you have your records in order. By taking a little time now to tidy up your documents, it'll make completing your taxes faster later.
While the IRS does not require you to keep records in any special manner, you should keep any and all documents that may have an impact on your federal tax return for at least three years.
Whether you keep your records in a filing cabinet, shoebox or a "shoebox in the cloud," keep them in one place. Organize your files in envelopes or folders, and label them accordingly. Also, by organizing your records by year and type of income or expense will make finding files fast and easy. Be sure to put the documents away as soon as they arrive to avoid losing them with stacks of other documents.