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.

 

Download the marketing kit

Select a participating bank to get started.

Not sure what bank is right for you?

Learn more about participating banks >

Works with:

ProSeries    ProConnect Tax Online    Lacerte

 

Apply now

Works with:

ProSeries

 

Apply now

Works with:

ProSeries

 

Apply now

Works with:

ProSeries

 

Apply now

Select a participating bank to get started.

 

Works with:

ProSeries    ProConnect Tax Online    Lacerte

 

Apply Now

 

Works with:

ProSeries

 

Apply Now

 

Works with:

ProSeries

 

Apply Now

 

Works with:

ProSeries

 

Apply Now

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

What software are you currently using?

Get Training and Get Going 
 

View videos, webinars, and support articles to learn how to get started

View Pay-by-Refund resources
 

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