Pay-by-Refund works
for you and your clients.
Get started and simplify
how your clients pay you.
Pay-by-Refund works for you and your clients.
Get started and simplify how your clients pay you.
Discover the convenience of Pay-by-Refund.
Streamline your receivables
and earn more.
Your fees are paid directly out of your clients’ refunds, meaning you spend less time creating and sending out invoices.
• No e-file, technology, or transmission fees.
Your clients pay a $39.95 setup fee out of
their refund.
• You can earn $10 for every qualified funded
Pay-by-Refund federal return that you
complete.1
• The convenience of additional payment
options can give your clients more reasons
to choose you.
Give your clients options.
• Refund clients pay no money out
of pocket to get their taxes prepared by you.
• Client's flat $39.95 bank setup fee on federal
returns is paid directly from their refund.
• Clients can choose to receive their
refunds in the way that works best for them:
• Check
• Direct deposit
• American Express Serve®
Streamline your receivables and earn more.
Your fees are paid directly out of your clients’ refunds, meaning you spend less time creating and sending out invoices.
- No e-file, technology, or transmission fees.
Your clients pay a $39.95 setup fees out of
their refunds. - You can earn $10 for every funded
Pay-by-Refund federal return that you
complete.1 - The convenience of additional payment options can give your clients more reasons to choose you.
Give your clients options.
- Refund clients pay no money out of pocket to get their taxes prepared by you.
- Client’s flat $39.95 bank setup fee on federal returns is paid directly from their refund.
- Clients can choose to receive their refunds in the way that works best for them:
- Check
- Direct deposit
- American Express Serve®
Hear From Your Peers
-
“I prefer to have clients pay me with
Pay-by-Refund. It gives me reliable cash
flow, rather than waiting for receivables.”- Victor Acevedo, Acevedo Network, Bronx, NY
-
“Pay-by-Refund? That was pretty awesome.
It was great to be able to offer that service.”– Walter Freeman, Freeman & Associates, Fresno, CA
-
“The flat rate for Pay-by-Refund
is wonderful.”–Renard Shelvin, Tax Express, Houston, TX
-
“I have been using Pay-by Refund for years and will
continue to use it. You don’t have to worry about paying
upfront for tax preparation services. It’s so much easier.”–Michelle Jennings, Pay-by-Refund customer, Bronx, NY
-
“Using this service means I don’t have to take money from my
pocket to pay for something that I will get back anyway.
That’s perfect for me. As long as they offer it I will use it.”–Savitri Roopchan, Pay-by-Refund customer, Bronx, NY
-
“Better than paying by check. It is more convenient. Much easier.
Just put a check mark on the form and sign it. I have been using this service
as long as it was available and will continue from now on.”–Pupovic Hakija, Pay-by-Refund customer, Bronx, NY
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.
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.
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.
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.
Select a participating bank to get started.
Not sure what bank is right for you?
Select a participating
bank to get started.
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
Is Pay-by-Refund right for your business?
Call or fill out the form below 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.1
- 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.