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Thanks for your interest in 5 Ways to Win Business Away From Neighborhood Tax Stores.

 

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Get free, easy-to-use software and keep your competitive edge.

 

All you have to do is use our refund transfer program: Pay-by-Refund. You'll offer convenience that helps you compete against the tax stores and can help you keep attracting customers.

  • No fees for you1 - no processing or transmission fees
  • Low fee for your clients - just $39.95 for bank setup
  • Extra money - $10 for every federal return with Pay-by-Refund

 

Plus, you'll get ProSeries free, the #1 professional tax software of choice.2 It'll make your work easy with 27 automatic time-savers and more than 1,000 diagnostics.

 

Call an Intuit ProConnect Tax Specialist to learn more: Call 844-880-4063.

Important offers, pricing details & disclaimers
  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 $49.95 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.


  2. Based on August 2017 pro tax software share volume.