Support Services — Voice AI Agent

Customer-Facing Knowledge Base

This knowledge base is used by the Liberty Tax ZenDesk Voice AI Agent to respond to inbound calls from customers and franchisees. Each article defines the topic, the information to collect, and how to resolve or escalate the call.

🕒 Last Updated: March 25, 2026 • Split into dedicated article sub-pages

Quick Reference — Common Caller Questions

How do I file a complaint about a Liberty Tax office or service?: I collect the caller's name, contact information, last four of SSN, details of what happened, the office location involved, and their desired resolution. A team member follows up within 1 to 2 business days.
How do I contact Liberty Tax Human Resources?: Email humanresources@libtax.com for the fastest response. To speak with someone directly, call 866-871-1040. Fax documents to 800-880-6432 attention Human Resources.
How do I verify my employment at Liberty Tax?: Employment verification is handled by The Work Number, not Liberty Tax HR. Call 866-604-6572 or visit theworknumber.com, Monday through Friday 7 AM to 8 PM Central Time. The Liberty Tax employer code is 10513083 — verifiers will need this code.
How do I schedule a tax appointment?: Go to libertytax.com, use the Office Locator to find a nearby office, click Make Appointment, and follow the booking steps. If online scheduling is unavailable, call the office directly.
I filed my taxes online with Liberty Online. Who do I contact for help?: Contact the DIY Support Team by email at Support@Efile.LibertyTax.com. Local offices cannot access DIY returns. Include your full name, last four of SSN, account email, phone number, and a description of the issue.
How do I access my tax documents online?: Log in or create an account at clientportal.libertytax.net. Link your account under Settings if needed, then navigate to Taxes to view or download your return.

Article Directory

Filing a Customer Complaint: How to capture caller details, document service concerns, and explain follow-up timing.
Filing an Employee Complaint: How to collect workplace concern details and route cases to Human Resources.
Contacting Human Resources: Corporate HR contact methods, employment verification steps, and franchise routing guidance.
Scheduling a Tax Appointment: Step-by-step online appointment booking guidance for callers.
DIY (Liberty Online) Support: How to direct DIY filers to the dedicated Liberty Online support channel.
Accessing the Client Portal: How callers can log in, link accounts, and retrieve tax documents.