Pay-by-Refund works
for you and your clients.
Get started and simplify how
your clients pay you.
Make payment easy — for your clients and for you.
It's easy for your clients.
• Worry-free payment — Your clients pay your tax prep fee directly from their refund. So
they won't have to worry about coming back
to pay you later.
• Transparent pricing —
There's just a flat $49.95
bank setup fee that's paid from the refund.
Your clients won't be charged for any hidden
fees like they might with another refund
transfer product.
• Flexible disbursement — Your clients can
choose what's easiest for them: direct deposit, check or prepaid bank card.
It's easy for you.
• Easy sign-up — You can enroll for
Pay-by-Refund right from your software
(ProSeries, Lacerte or ProConnect Tax Online).
• Worry-free payment — Your tax prep fee is
paid directly from your clients’ refunds and
deposited into your account.
• Quick setup — Once you’re enrolled, it takes
just a few minutes to arrange payment via
Pay-by-Refund for a client.
• Live support — Customer support is available
via phone if you need it.
It's easy for your clients.
• Worry-free payment — Your clients pay
your tax prep fee directly from their refund. So
they won't have to worry about coming back
to pay you later.
• Transparent pricing — There's just a flat $49.95
bank setup fee that's paid from the refund.
Your clients won't be charged for any hidden
fees like they might with another refund
transfer product.
• Flexible disbursement — Your clients can
choose what's easiest for them: direct deposit,
check or prepaid bank card.
It's easy for you.
• Easy sign-up — You can enroll for
Pay-by-Refund right from your software
(ProSeries, Lacerte or ProConnect Tax Online).
• Worry-free payment — Your tax prep fee is
paid directly from your clients’ refunds and
deposited into your account.
• Quick setup — Once you’re enrolled, it takes
just a few minutes to arrange payment via
Pay-by-Refund for a client.
• Live support — Customer support is available
via phone if you need it.
You might be surprised by how many
of your clients are interested.
More and more taxpayers are choosing refund transfers.1
- People in tough times — No matter how much
money they make, taxpayers can run into tough
financial situations. They can lose a job, have a
sick family member or get divorced. With
Pay-by-Refund, they won’t have to worry about
paying your fee up front.
- Convenience seekers — Some taxpayers just like
to get things done and not worry about it later.
They value the convenience of Pay-by-Refund.
- Young people — Many are just getting started and
tight on funds. Pay-by-Refund gives you a way to
help them without worrying about their ability to
pay up front.
- Savers — Some taxpayers live check-to-check and
have to save up to pay your fee. With
Pay-by-Refund, they won’t have to wait to get their
taxes done.
- Borrowers — Some taxpayers have to borrow
money to pay your fee, which can be expensive.
Pay-by-Refund allows them to pay you without
going into debt.
- Credit card payers — Carrying credit card
balances is expensive and can hurt credit ratings.
Taxpayers who pay via Pay-by-Refund instead of
credit cards can avoid running up their credit card
balances.
Hear from your peers.
How Pay-by-Refund works
Select Your Bank
Intuit partners with four banks to process and distribute your clients’ refunds.
File Returns
File normally and complete the integrated Pay-by-Refund form that’s already in your software.
Processing
The IRS will deposit refunds into a temporary account setup by the bank partner you chose.
Disbursement
The bank handles distributing funds according to your Pay-by-Refund instructions.
Select Your Bank
Intuit partners with four banks to process and distribute your clients’ refunds.
File Returns
File normally and complete the integrated Pay-by-Refund form that’s already in your software.
Processing
The IRS will deposit refunds into a temporary account setup by the bank partner you chose.
Disbursement
The bank handles distributing funds according to your Pay-by-Refund instructions.
How to tell your clients about Pay-by-Refund
Chances are you don’t have your own marketing
department, which is why we’ve taken care
of the advertising for you.
Download the free Pay-By-Refund marketing toolkit,
which includes materials for your office and your social media
accounts. That way, your clients will know about your convenient
new service before walking through your door.
Is Pay-by-Refund right for your business?
Call to find out more.
Call us.
Get help from an expert from
the Intuit ProConnect Team
800-926-3796
Pay-by-Refund + Audit Assistance
Deliver more peace of mind for your clients.
Give clients the option to add audit support plus ID theft restoration without any upfront, out-of-pocket costs. There is no cost to you. And your clients who choose the service receive one full year of membership for $44.95, which can be deducted from their refund using Pay-by-Refund.2