Enroll now to offer these valuable services to your clients at no cost to you!

Pay-by-Refund

Help streamline your receivables and offer your clients the convenience of paying tax prep fees directly out of their refund with Pay-by-Refund. (One time client set-up fee applies)

 

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Pay-by-Refund

 

Your clients can enjoy the convenience of paying your tax prep fees directly out of their federal refund requiring no up front out-of-pocket expenses. And since there are no invoices for you to send, you streamline your receivables. 

 

It costs you nothing to offer Pay-by-Refund and your client pays just a one-time flat bank set-up fee per federal return.  And it's easy to set up!  Simply apply with one of our participating banks and link your account to your software.  Watch the short video to see just how easy it is to set up and use.

 

Enroll Now       Learn More

 

Audit Assistance & ID Theft Restoration

Add even more value by offering affordable, personalized assistance for clients in case they face an IRS Audit.  ID Theft Restoration services are included to help restore their identity in the event of an identity theft incident. Services are available in Spanish too. Offered by Tax Protection Plus and integrated into ProSeries with a 30-day money back guarantee. 

Important offers, pricing details, & disclaimers

Pay-by-Refund or refund transfer program (“Program”) participation available to eligible ProSeries and Lacerte customers for a limited time only. Program participants (will be designated to an incentive category as determined by Intuit and), depending on the software used, may earn a $10 credit or other incentive for every qualified federal funded Pay-by-Refund transaction as outlined in the table below (excluding Quick Collect transaction) that is filed from January 1st through the 1040 tax filing deadline of the then-current Tax Year through either of the following banks: Santa Barbara Tax Products Group, Refund Advantage, Republic Bank, or River City Bank (each a “Participating Bank”). To be eligible participants must adopt industry refund transfer best practice principles by charging customary and reasonable processing fees, and federal returns must be transmitted to the IRS using a single account and EFIN. Federal returns that are rejected by the IRS, or deemed fraudulent, or a result of identity theft are not eligible for credit under the Program. If software and a user are eligible for credits, aggregate credits payment will be delivered from Participating Banks by May 31st of the current year. A $39.95 one-time bank set up fee applies to each federal Pay-by-Refund transaction. Additional fees apply to state Pay-by-Refund filings. Offer may be terminated or modified in Intuit’s discretion and Program and software terms and conditions, including available features, credits, pricing, and support are subject to change without notice. You must meet certain minimum funded Pay-by-Refund transaction thresholds in order to be eligible to qualify for free or discounted software.
 

Incentive Criteria Incentive Payment
Tax Year 15 NEW customers eligible for FREE ProSeries software offers  $10 on all federal funded Pay-by-Refund transactions over 50 (for ProSeries 1040 Complete or ProSeries Power Tax Library) or 25 (for ProSeries Basic Unlimited) filed through the 1040 tax filing deadline  of the then-current Tax Year.

Tax Year 14, Tax Year 16 and Tax Year 17 NEW customers eligible for FREE ProSeries software offers 

$10 on all federal funded Pay-by-Refund transactions filed over 50 (for ProSeries 1040 Complete or ProSeries Power Tax Library) filed through the 1040 tax filing deadline of the then-current Tax Year.
Tax Year 14, Tax Year 15, Tax Year 16, and Tax Year 17 NEW customers eligible for ProSeries Pay-by-Refund software offers  $10 on all federal funded Pay-by-Refund transactions filed through the 1040 tax filing deadline of the then-current Tax Year.
All other ProSeries and Lacerte customers eligible for credit incentive $10 on all federal funded Pay-by-Refund transactions filed through the 1040 tax filing deadline of the then-current Tax Year beyond the number of Pay-by-Refund transactions funded in the prior Tax Year.

New customers may be eligible to receive free ProSeries software by meeting the following eligibility requirements per licensed copy of ProSeries software using single EFIN:

  • Must show initial proof of minimum of 50 federal funded refund transfers transactions in the prior Tax Year.
  • Must complete minimum of 50 federal funded Pay-by-Refund transactions through Participating Banks by the 1040 tax filing deadline each tax year covered under the Term of the agreement.
  • Must file the first federal Pay-by-Refund transaction within the 1st week of e-File each year of the Term.
  • Free software will be upgrade equivalent of the original software version purchased via the initial order Quote.

New customers may be eligible for ProSeries Pay-by-Refund software offers by meeting the following requirements:

  • Must show initial proof of minimum of 20 federal funded Pay-by-Refund transactions in the prior Tax Year.
  • Must complete minimum of 20 federal funded Pay-by-Refund transactions through Participating Banks by the 1040 tax filing deadline each tax year covered under the Term of the agreement.

To be eligible to receive any incentive compensation under this Program, the IRS requires Intuit to prepare a 1099. You will need to provide Intuit certain information, including: a) Tax Identification Number or Social Security Number, and b). Firm name, primary contact, address, phone number, and email address. Failure to provide any of this information may result in your incentive payment being withheld, delayed or cancelled.

Cash Advance is not offered through the Pay-by-Refund Program.

 

2. $44.95 annual client membership fee applies. For enrolled clients who also participate in Pay-by-Refund:  Membership fee will be automatically deducted from client’s funded Pay-by-Refund transfer balance. Available only to actively subscribed 2016 or later version ProSeries customers with an Intuit account in good standing who become authorized Audit Assistance tax preparers by enrolling via an Intuit approved registration portal. Individual Tax preparer credits under this offer will be collectively processed and paid not more than 12 weeks after the end of the then-current tax season. Current offer and tax preparer credit incentives are subject to change in future years. Offer may not be assigned, exchanged, sold, transferred, combined, or redeemed for cash or other goods and services. Subject to availability and additional terms and conditions may apply. Offer may be terminated or modified in Intuit’s discretion and Program and software terms and conditions, including available features, credits, pricing, services, and support are subject to change with or without notice. Audit Assistance membership may be cancelled for any reason provided that Tax Protection Plus is notified in writing at Tax Protection Plus, PO Box 24279, Winston Salem, NC 27114 or by phone (866-942-8348), within the first 30 days of tax payer’s membership.

 

 

3. EXCLUSIONS:  Not included or covered with Audit Assistance and Tax Reimbursement services are Non-resident federal returns; returns other than individual 1040, including corporate, partnership, trust, estate, gift, and employment returns; Returns in which the tax payer or preparer had knowledge of additional taxes owed as of the date of enrollment in the Audit Assistance program; Returns prepared with gross negligence, recklessness, intentional misrepresentation or fraud; local returns; Returns that have become subject to IRS criminal investigations; IRS inquiries related to returns that address foreign income, flow-through entities (partnership and s-corporates as reported on Schedule K), court awards and damages, bartering income, cancelled debt, estate, and gift tax; Foreign tax credit, plug-in electric vehicle credit, residential energy efficient property credit, mortgage interest credit, credit to holders of tax credit bonds, health coverage tax credit, “Credit” for prior year minimum tax or excess Social Security tax or railroad retirement tax withheld; IRS inquiries and audits related to the Affordable Care Act. Tax reimbursement not available if Taxpayer or preparer provided incomplete, incorrect, or misleading information, or recklessly failed to include W-2, 1099, or any other taxable income on the return, or inability to provide sufficient records to support any item on the return. Tax debt audit assistance requires that Taxpayer meet all IRS guidelines for approval and pay all associated governmental fees.

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