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I am relatively new to ProConnect. I purchased a credit thinking I needed to do so in order to print a draft PDF of a return. I also realize I may have used the wrong entity type based on the information the client provided.
Is there a refund policy? Is there a way to print PDF drafts (with DO NOT FILE labeled) without purchasing a credit?
Just want to ensure I understand the billing structure before I purchase 10+ credit packs at once.
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You can Check Return and look at the forms, but once you File Return (print or e-file) you will use a credit.
If you use a credit and don't actually file the return, you can contact support and plead with them about the entity type error and possibly get a refund.
Answers are easy. Questions are hard!
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What is the best way to contact Intuit in this regard?
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You may wish to compare the amount of the potential credit, to your normal billing rate for a couple of hours.
For me $50 is not worth an hour on the phone out of my day when I could have been productive.
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Answers are easy. Questions are hard!
