Tax Agencies
Provide efficient tax support to taxpayers. This template answers taxpayer inquiries, assists with tax filing, and resolves tax-related issues.
Deploy for $499After installation
Ticket Triaging
Automatically segment your tickets with views, setup during the installation.
Help Center
All your ticket forms will automatically be added to your help center when activated.
Reporting
You will have pre-configured reporting to help you understand your support data.
Template Overview
Perfect For
- Tax authorities
- Revenue agencies
- Tax collection agencies
Ticket Forms Included
- Taxpayer Inquiry
- Tax Filing Assistance
- Tax Payment Issue
- Tax Audit Inquiry
- Tax Refund Status
- Tax Payment Plan
- Tax Exemption Inquiry
Ticket Forms
Think of ticket forms as different types of enquiries a customer might have when reaching out for support. For example, a common enquiry might be "Where is my item?" or "I need technical assistance."
Each ticket form contains a set of ticket fields, which are the specific pieces of information we collect to help efficiently handle the enquiry. These fields ensure that we capture the necessary details from the start, reducing back-and-forth communication and speeding up resolution times.
Below is a list of ticket forms and their associated ticket fields. These will be automatically set up in your Zendesk instance when you use this template.
Taxpayer Inquiry
General questions from taxpayers about tax laws, filing requirements, or tax forms.
Ticket fields
Taxpayer ID
Tax Year
Tax Filing Assistance
Requests for assistance with filing tax returns, understanding tax forms, or resolving tax errors.
Ticket fields
Taxpayer ID
Tax Year
Tax Form
Tax Payment Issue
Problems with making tax payments, payment deadlines, or payment methods.
Ticket fields
Taxpayer ID
Tax Audit Inquiry
Questions or concerns about tax audits, audit procedures, or audit results.
Ticket fields
Taxpayer ID
Tax Year
Tax Refund Status
Checking the status of a tax refund or inquiring about refund delays.
Ticket fields
Taxpayer ID
Tax Year
Tax Payment Plan
Requests for setting up or modifying a tax payment plan due to financial hardship.
Ticket fields
Taxpayer ID
Tax Year
Payment Plan Request
Tax Exemption Inquiry
Inquiries about eligibility for tax exemptions, deductions, or credits.
Ticket fields
Taxpayer ID
Exemption Type
Frequently Asked Questions
Refund policy?
We offer a 15 days full refund guarantee. If you're not completely satisfied, we'll refund your purchase within 15 days of deployment.Request a refund
Will I get help after installation?
Yes, we can follow our get started guide, which contains video and text to help you get started with Zendesk Basic. You can also purchase support hours with us through your Zendesk instance.
Can I install multiple templates?
Yes, you can install multiple templates on your Zendesk instance. For example, you could install the SaaS template and the Employee Experience template to have two use cases set up in your Zendesk. This is ideal if you have multiple teams on your instance.
What's included in the template?
Each template includes pre-configured Zendesk components like ticket forms, fields, views, and triggers. These are set up based on industry best practices and can be customized after installation to match your specific needs.