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WHY CAN'T SOME OF UNUSED BUSINESS RETURNS BE APPLIED TO INDIVIDUAL RETURNS?

phil91401
Level 1

IT IS NOT USER FRIENDLY & IS NOT FAIR WHEN BUSINESS CLIENTS DO NOT LET YOU KNOW, UNTIL MARCH, THEY WILL NOT BE USING MY SERVICES, TO BE DENIED A REFUND NOR ABLE TO APPLY SOME OF THE UNUSED RETURNS TO INDIVIDUAL RETURNS.  AS SOON AS I FOUND OUT CLIENTS WERE NOT COMING BACK, I IMMEDIATELY REQUESTED A REFUND OR SEVERAL OF THOSE RETURNS BE APPLIED TO INDIVIDUAL RETURNS, BUT HAVE BEEN DENIED EVEN AFTER SEVERAL REQUESTS. 

I THEN REQUESTED TO TALK TO SOMEONE IN MANAGEMENT, BUT NO ONE WAS WILLING TO TALK TO ME.  I WAS TOLD TO SEND AN E-MAIL (WHICH WAS DONE SEVERAL TIMES) TO THE PRESIDENT OF PRO CONNECT - INTUIT, BUT HE/SHE DID NOT HAVE THE PROFESSIONALISM TO REPLY NOR CALL ME.

IT DOES NOT MAKE SENSE.  PRO CONNECT - INTUIT HAS MY FUNDS, BUT IS NOT WILLING TO LET ME APPLY UNUSED BUSINESS RETURNS.  (ON TOP OF IT THE POLICY OF NOT ALLOWING UNUSED RETURNS TO BE ROLLED OVER TO THE NEXT YEAR WAS CHANGED TO USE OR LOOSE - NOT USER FRIENDLY.).

0 Cheers
4 Comments 4
George4Tacks
Level 15

First - This is a USER forum, so we can not solve billing issues.

Second - FAIR? You can't use that F word in this industry.

Third - The fine print has not really changed in the last few years. It is very hard to find at the bottom of https://proconnect.intuit.com/tax-online/

 

Fine Print 1.JPG

and it says (modify the years for prior year fine print)

"

  • #1 professional tax software on the cloud : 

    Based on Intuit internal data of the number of paid users of ProConnect for tax year 2020 compared to publicly available statements from competitors for the same time period.

  • Bundle and save: 

    Bundles are limited to the first 200 new customers who purchase through July 31st. Offer doesn’t apply to customers who purchased Intuit ProConnect in Tax Year 2021. Customer will be required to provide payment information at the time of the pre order. Your entire purchase amount will not be charged until January 6th, 2023. Cancel your pre-order by December 22, 2022 to avoid being charged.

  • For Tax Year 2022: 

    All Intuit ProConnect Tax Online returns pre-ordered and purchased are for use during the calendar year 2023 and can be used for any tax return supported by Intuit ProConnect Tax. 1040 and business returns and can only be used for the designed return type. Returns purchased but not used by December 31, 2023 will not roll over into the next tax year. Any pre-orders not canceled prior to December 22, 2022 will be charged to the credit card on file. Intuit has no obligation to refund all or part of the purchase price for prior purchases of ProConnect Tax or unused returns. ProConnect Tax tax returns are credited to the Customer Account Number that purchased them and cannot be transferred to other Intuit accounts. Terms, conditions, features, availability, pricing, fees, service and support options are subject to change without notice.

  • Save 45% off: 

    The purchase of all tax year 2022 tax returns purchased between 8 a.m. Central time on April 20, 2022 through 6 p.m. Central time on September 30, 2022. Savings calculation based on tax year 2022 list price. 45% discount is a limited-time offer for new customers that may only be claimed once. Purchase discounted returns directly from Intuit ProConnect Tax at ito.intuit.com or call (844) 779-1133. Customer will be required to provide payment information at the time of the pre order. Your entire purchase amount will not be charged until January 6th, 2023. Cancel your pre-order by December 22, 2022 to avoid being charged.

  • Cancellation: Upon cancellation or the termination of your account, you may not have access to the ProConnect Tax Services, data and other Content you uploaded to the Tax Online Services. Please follow in-product instructions to cancel your account. We suggest that you retain your own copies of any data or Content that you may need, as Intuit is not responsible for providing you access to the Services or your data or Content after any cancellation or termination of this Agreement.
  • Refund policy: 

    If you purchase returns between the date of first availability of the next Tax Year, but before December 22, 2022, you may cancel your order. In the event you do not cancel your purchase before December 22, 2022, or purchase returns after December 22, 2022, Intuit shall issue a refund on unused returns within thirty (30) calendar days from your purchase date upon request. No other refund requests shall be honored."

  • Add-on information: Additional terms, conditions and fees may apply with these optional add-on services.

Here's wishing you many Happy Returns
George4Tacks
Level 15
Please don't use ALL CAPS. I know you are YELLING at INTUIT in your rant, but it is hard to read.

Here's wishing you many Happy Returns
IRonMaN
Level 15

Do you demand a refund from a restaurant if you don't eat all of the food that they brought to your table?  Do you call your city public utilities for a refund because you didn't use the quantity of water factored into their minimum usage fee in your monthly bill?  Nobody said life was fair.  But a lot of folks do say make sure you read the fine print before you enter into an agreement --------- especially when dealing with Intuit.


Slava Ukraini!
IntuitGabi
Community Manager
Community Manager

Hi phil and folks--did want to circle back to say that we do not do transfers between business and individual returns or vis versa. As noted above, if you qualify and are requesting a refund ...you'd then purchase the returns needed. 

0 Cheers