September 22, 2023
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eSmart Tax

With tax time upon us, you’re in all probability attempting to determine one of the best ways to file your taxes. There are many on-line choices, and a kind of is eSmart Tax®.

Earlier than you determine to maneuver ahead with any tax software program, nonetheless, it’s vital to learn opinions and work out what’s more likely to be just right for you and your state of affairs. In the event you’re contemplating eSmart Tax, right here’s what it is advisable know.

Value – 6

Buyer Service – 8

Ease of Use – 5

Instruments & Assets – 6

Earlier Yr Importing – 10

Cellular App Usability – 0


eSmart is an internet tax prep providing from Liberty Tax. Its choices are fairly bare-bones, and there isn’t any longer a free model to strive. We additionally discovered navigation tough, and be aware there’s not a cellular app.

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What Is eSmart Tax?

eSmart Tax is owned by Liberty Tax. Although Liberty has its personal on-line submitting software program, it could be higher recognized for its in-person companies and presents this online-only platform as effectively. eSmart offers DIY e-filing choices for filers who don’t want skilled tax assist.

With eSmart, navigation is self-guided so you may go at your personal tempo, nevertheless it’s fairly clunky. In the event you’re used to utilizing different tax prep software program, a lot of which use a question-and-answer format to stroll you thru your returns, you could discover eSmart’s platform to be tough to make use of. However we’ll go over the way it all works in a while.

Who Is eSmart Tax Good For?

eSmart Tax will work greatest for filers who’re fairly assured about their talents and know what they should do. In the event you don’t thoughts simplicity and solely want a tiny little bit of steering as you fill out your tax varieties, this could work effectively.

Nonetheless, different suppliers provide higher person experiences in addition to extra choices for submitting. eSmart Tax’s pricing is on par with mid-range tax software program merchandise, nevertheless it’s much less handy to make use of and missing in options and assist. In comparison with each pricier and cheaper suppliers, it’s much more restricted.

TurboTax and H&R Block, for instance, have extra plans to select from and loads of choices for including additional assist. You’ll pay a better worth, however you would possibly find yourself with extra peace of thoughts and extra strong submitting decisions. Plus, with H&R Block, you may go into an workplace if you would like in-person assist. 

For essentially the most half, eSmart Tax doesn’t provide something out of the abnormal and we wouldn’t advocate it above different platforms. Assured filers can get higher performance at finances costs with TaxSlayer or TaxAct and filers who need extra handholding can get it with TurboTax and H&R Block. There’s nothing to positively set eSmart Tax aside.

eSmart Tax Options

Free Model

For easy tax returns solely

Import Perform
Small Enterprise Options
Investor Options
Audit Help Included
Refund Monitoring
Accuracy Assure Penalty and curiosity reimbursement
Submitting Help E-mail, Reside Chat, and Cellphone: M-SUN 9A-12A EST

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eSmart Tax Plans and Pricing

There are three totally different pricing tiers with eSmart Tax: Fundamental, Deluxe, and Premium. There isn’t any free choice marketed for easy filers on their pricing web page. Regardless of which on-line plan you select, there are some options that include all merchandise:

  • Free tech assist together with reside chat
  • Import earlier returns
  • State tax return prep for extra charge
  • W-2 obtain
  • Accuracy Assure, Satisfaction Assure, and Most Refund Assure

Observe that for all submitting plans, eSmart Tax limits you to 1 state return per federal return. So you may’t file a number of state returns.

On-line Providers


Federal return: $45.95

State return: $36.95

The eSmart Tax Fundamental on-line plan is for easy returns utilizing Kind 1040 or Kind 8853. It helps Schedules A and B, W-2 and unemployment revenue, and each the usual deduction and Earned Revenue Credit score.

This plan is just going to be an excellent match for filers with out dependents who earn a taxable revenue of lower than $100,000. In the event you don’t qualify for this product, you’ll have to improve to not less than Deluxe.


Federal return: $65.95

State return: $36.95

If it is advisable itemize deductions, that is the model you need to use. This on-line plan means that you can take tax breaks for homeownership, baby care, and training amongst different widespread deductions. eSmart Tax Deluxe helps Schedule C and each funding and retirement revenue.

That is in all probability the suitable eSmart Tax plan for many traders and households.


Federal return: $85.95

State return: $36.95

The Premium on-line plan with eSmart Tax is right for self-employed filers. It helps you to entry Okay-1 varieties for LLC and S-Corp submitting in addition to Schedules E and F. With this plan, you may take self-employed tax deductions and handle the depreciation of belongings. You can even enter rental property revenue and report capital beneficial properties and losses with Schedule D utilizing this plan.

That is the bundle you want in case your taxes are complicated because of your revenue, deductions, and/or investments.

Tax Refund Choices

There’s nothing particular concerning the refund choices supplied by eSmart Tax. The truth is, you might have simply the choices the federal authorities offers within the kind:

  • Direct deposit
  • Paper examine
  • U.S. financial savings bonds
  • Apply to subsequent yr’s taxes

Easy methods to Signal Up

You may start submitting with eSmart Tax by choosing “Signal Up” on the prime of the house web page or clicking “Begin Now” subsequent to any bundle description. From there, you’ll create an account together with your electronic mail and select a username and password. 

As soon as that’s finished, an electronic mail is shipped containing your code to entry the location. After you affirm your code, you can begin importing your tax paperwork and submitting your returns. 

Yow will discover assist choices on the aspect as you file.

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Having the ability to import final yr’s return is a plus, as is the truth that you may add your W-2. You can even have your refund despatched on to your checking account. In the event you e-file after which choose Direct Deposit, that’s the quickest strategy to obtain your refund.

You may select to avoid wasting your tax return so you may log in later and end.

Cellular Accessibility

There is not any tax submitting app from eSmart Tax, so if you wish to do your taxes out of your telephone or pill, it is advisable navigate to the location utilizing your gadget’s browser. You may log into your account from any browser, however it could be more durable to see and use whenever you’re on the telephone. 

You’re higher off utilizing a pill or laptop to file with this supplier or selecting a special platform altogether.

Buyer Service

You may entry customer support pretty simply utilizing eSmart Tax, however you may solely have the ability to ask fundamental questions concerning the software program moderately than get tax-specific recommendation. eSmart presents electronic mail and chat assist in addition to assist through Twitter and Fb. There’s additionally a “widespread questions” operate within the software program you need to use to search out solutions to your questions as you fill out the return. Most of those questions are tech-related.

There aren’t the identical instruments as you’d see with a extra complete platform comparable to TurboTax or H&R Block. These present data packing containers and useful hints alongside the best way to information you thru the method.

eSmart Tax Professionals & Cons


  • Ensures. eSmart Tax ensures accuracy and your most refund in addition to satisfaction. Whereas this isn’t unusual, it’s nonetheless appreciated.


  • No free choice. Most tax software program suppliers provide a submitting plan for free of charge for easy tax conditions.
  • No cellular app. For filers who just like the comfort of importing varieties and filling out their returns from their telephone, it is a important drawback.
  • Restricted options and performance. eSmart Tax doesn’t embrace as many beneficial instruments and sources as many different suppliers and in addition doesn’t provide added assist for extra sophisticated tax conditions comparable to self-employed taxes.
  • Restricted assist. Whereas on-line chat could also be out there for tech questions, there are not any choices for reside help from tax professionals.
  • Clunky platform. The interface for this supplier shouldn’t be as straightforward to make use of as competitor platforms.
  • No software program downloads or skilled preparation. eSmart Tax doesn’t assist you to buy software program as a substitute of e-filing and doesn’t present preparation companies.