With Pay-by-Refund, you can offer your clients the convenience of paying your tax prep fees directly out of their refund.
Pay-by-Refund can help save time since it can reduce the number of invoices you send. There is no cost to you, there is just a $351 bank set-up fee paid by your client, which also gets deducted from your client’s refund. Plus, if you sign-up now, you can earn a chance to win FREE ProSeries software for TY162 when you offer Pay-by-Refund to your clients!
Every Pay-by-Refund transaction you process over and above the number processed in the prior year earns you an entry into a sweepstakes to win FREE ProSeries software for TY16!
For more information on Pay-by-Refund and the offer, click here.
1 Offer available for current ProSeries®, Lacerte® and Intuit Tax Online customers only for a limited time only. Credit applies to Pay-by-Refund transactions through a participating bank only. Participating banks are Santa Barbara Tax Products Group, Refund Advantage, Republic Bank, and River City Bank. You must adopt industry refund transfer best practice principles by charging customary and reasonable processing fees to be eligible. Earn a $10 credit for every federal Pay-by-Refund transaction funded through a participating bank from Jan. 1, 2016 through April 30, 2016 beyond the number of Pay-by-Refund transactions (formerly called “Refund Transfers”) from the prior tax year. Credits will be delivered from participating banks by May 31, 2016. $35 bank set up fee applies to each federal Pay-by-Refund transaction. Additional fees apply to state Pay-by-Refund filings. Terms, conditions, pricing features and support for all offers subject to change without notice.
2 NO PURCHASE NECESSARY. OPEN TO ALL TAX ACCOUNTING FIRMS LOCATED IN AND PRIMARILY OPERATE IN THE FIFTY (50) UNITED STATES AND THE DISTRICT OF COLUMBIA. Earn entries for every incremental Pay-By-Refund transaction (as compared with Tax Year 2014) through April 30, 2016. For Official Rules, how to receive entries without purchase of Intuit Tax Software or opt out, prize descriptions and odds disclosure, visit http://http-download.intuit.com/http.intuit/CMO/accountants/tax/downloads/pay-by-refund-sweepstakes.pdf. Void where prohibited.