The following table provides information on cancelation, refund, and upgrade requests:
| Customer type | Type of purchase | Action Requested | Policy regarding cancelation, refunds, and upgrades |
|---|---|---|---|
| New Customer (1st year customer) | New Products | Cancel/Refund | Contact the Acquisition Agent that sold you the product. If you are unsure of who your agent is, contact Sales at 800-765-7777. Cancelation or refund is allowed within the first 30 days after licensing. |
| Renewal Customer | New Products | Cancel/Refund | For new ProSeries tax products only, cancelation or refund must be requested within 5 business days of product licensing. For new ProSeries workflow solutions, refund requests must be made within 30 days of purchase. |
| Renewal Customer | Renewal Products | Cancel/Refund | Customers who renew early may cancel their order for a full refund before the first ProSeries software release date, which is around November 15th. Customers who renew after the product release date have 5 business days from order placement to request a refund. |
| Renewal Customer | Change in Products | Downgrade | The downgrade is allowed before renewing. Discounts will apply only if the order is placed within the Early Renewal period for the requested product. |
| New or Renewal Customer | New Products | Upgrade | Full price will be charged for the upgrade package based on current promotions. (No discounts will apply) The original order will be refunded at the time of the upgrade. |
If you are upgrading to an Unlimited program from Pay-Per Return, the Pay-Per Return fees already incurred are not refundable or applied to your Unlimited program purchase.
New users who wish to return the ProSeries product within 30 days of receipt for a refund:
For assistance in canceling, upgrading, or requesting a refund for your ProSeries program, reach out to Customer Service. For our hours of operation and more on how to contact us, click here.
Processing Time for Refunds:
- Credit/Debit Card Orders - Refunds are typically applied to the credit or debit card account within 2-3 business days from the time your request is received at Intuit.
- Electronic Check - Refunds are typically applied to the checking account within 7-10 days.
