How do I pre-pay for 2023 returns before 12/31/2023

[hermzoid]

In the past, one would order a certain number of returns and then Intuit would charge your card on file in January. I thought I saw that you could pre-pay before 12/31/2023 (and thus accelerate the tax deduction). Does anyone know how to do that? I already have my order in their queue. 

[IntuitGabi]

Hi @hermzoid 
From help article How to contact ProConnect Tax for help: 
To purchase ProConnect, click Buy now on our website or call 1-844-877-9422 Monday - Friday, 6:00 am - 3:00 am (PT)

Accept reply as a solution if this answered your question. Hope this helps! 

[hermzoid]

Do I need to cancel my existing pre-order that I placed months ago?

[hermzoid]

The link you provided sends me to a page that says my credit card won't be charged until January.

[George4Tacks]

I think if you read everything carefully that buying credits this year will be only usable for this year (2022 returns) and prior. I could be wrong, but the pricing requires very carefully reading of  EVERYTHING. 

Did you read the * Important offers, pricing details, and disclaimers at the bottom of the page?

• Tax year 2023: All ProConnect Tax 2023 tax returns purchased are tax-year specific. Starting in tax year 2023, any unused pay-per-return tax returns can be used for the specific tax year purchased for up to three years. The purchase of 2023 ProConnect Tax Unlimited is applicable for usage in tax year 2023 only, valid through December 31, 2024. Validity does not apply to usage in other product years. Refunds will not be given for prior purchases of ProConnect Tax or unused returns. ProConnect Tax returns are credited to the Customer Account Number that purchased them and cannot be transferred to other Intuit accounts.

• ProConnect 1040+ including eSig package information: 

  1040+ Package (“Package”) available for unlimited users at each firm based on account number. Package includes a total of 100 Tax Year 2023 tax returns and 100 eSignature envelopes for $3099.00, excluding sales tax. Package can include a mix of business tax returns and individual returns, but cannot exceed 25 business tax returns. One time use promo offer. If the firm needs to purchase additional tax returns, the cost will be $44.95 for incremental individual returns and $54.95 for incremental business returns, excluding sales tax. Additional eSignature envelopes may be purchased at the then-current list price. Must purchase by 4:59 PM PT on January 31, 2024, in order to obtain the offer. Offer valid only for new customers (offer not available to current Lacerte, ProConnect or ProSeries customers). Terms, conditions, pricing, features, service, and support options are subject to change without notice.

• ProConnect Tax Only 1040+ package information: 

  Tax Only 1040+ Package available for unlimited users at each firm based on account number. Tax Only Package includes a total of 100 Tax Year 2023 tax returns for $2,850.00, excluding sales tax. Package can include a mix of business tax returns and individual returns, but cannot exceed 25 business tax returns. One time use promo offer. If the firm needs to purchase additional tax returns, the cost will be $44.95 for incremental individual returns and $54.95 for incremental business returns, excluding sales tax. Must purchase by 4:59 PM PT on January 31, 2024, in order to obtain the offer. Offer valid only for new customers (offer not available to current Lacerte, ProConnect or ProSeries customers). Terms, conditions, pricing, features, service, and support options are subject to change without notice. To purchase call 888-233-1099

• ProConnect Essentials including eSig package information: 

  Essentials Package (“Package”) available for unlimited users at each firm based on account number. Package includes a total of 100 Tax Year 2023 tax returns and 100 eSignature envelopes for $3499.00, excluding sales tax. Package can include a mix of business tax returns and individual returns, but cannot exceed 25 business tax returns. One time use promo offer. If the firm needs to purchase additional tax returns, the cost will be $44.95 for incremental individual returns and $54.95 for incremental business returns, excluding sales tax. Additional eSignature envelopes may be purchased at the then-current list price. Must purchase by 4:59 PM PT on January 31, 2024, in order to obtain the offer. Offer valid only for new customers (offer not available to current Lacerte, ProConnect or ProSeries customers). Terms, conditions, pricing, features, service, and support options are subject to change without notice.

• ProConnect Tax Only Essentials package information: 

  Tax Only Essentials Package available for unlimited users at each firm based on account number. Tax Only Package includes a total of 100 Tax Year 2023 tax returns for $3,250.00, excluding sales tax. Package can include a mix of business tax returns and individual returns, but cannot exceed 25 business tax returns. One time use promo offer. If the firm needs to purchase additional tax returns, the cost will be $44.95 for incremental individual returns and $54.95 for incremental business returns, excluding sales tax. Must purchase by 4:59 PM PT on January 31, 2024, in order to obtain the offer. Offer valid only for new customers (offer not available to current Lacerte, ProConnect or ProSeries customers). Terms, conditions, pricing, features, service, and support options are subject to change without notice. To purchase call 888-233-1099

• ProConnect Advanced including eSig package: 

  ProConnect Advanced package information: Advanced Package (“Package”) available for unlimited users at each firm based on account number. Package includes a total of 200 Tax Year 2023 tax returns, 200 eSignature envelopes and Unlimited Quick Employer Forms Accountant for $6,787.00, excluding sales tax. Package can include a mix of business tax returns and individual returns, but cannot exceed 50 business tax returns. One time use promo offer. If the firm needs to purchase additional tax returns, the cost will be $44.95 for incremental individual returns and $54.95 for incremental business returns, excluding sales tax. Additional eSignature envelopes may be purchased at the then-current list price. Must purchase by 4:59 PM PT on January 31, 2024, in order to obtain the offer. Offer valid only for new customers (offer not available to current Lacerte, ProConnect or ProSeries customers). Terms, conditions, pricing, features, service, and support options are subject to change without notice.

• ProConnect Tax Only Advanced package information: 

  Tax Only Advanced Package available for unlimited users at each firm based on account number. Tax Only Package includes a total of 200 Tax Year 2023 tax returns for $6124.00, excluding sales tax. Package can include a mix of business tax returns and individual returns, but cannot exceed 50 business tax returns. One time use promo offer. If the firm needs to purchase additional tax returns, the cost will be $44.95 for incremental individual returns and $54.95 for incremental business returns, excluding sales tax. Must purchase by 4:59 PM PT on January 31, 2024, in order to obtain the offer. Offer valid only for new customers (offer not available to current Lacerte, ProConnect or ProSeries customers). Terms, conditions, pricing, features, service, and support options are subject to change without notice. To purchase call 888-233-1099

• Save 30% off: 

  the purchase of all tax year 2023 ProConnect Tax returns purchased between 8 am CT on August 1, 2023, through February 29, 2024. Savings calculation based on tax year 2023 list price. 30% discount is a limited-time offer for new customers that may only be claimed once. Purchase discounted returns directly from Intuit ProConnect Tax at ito.intuit.com or call 833-967-8683.

•  **Save 45% off purchase of 50-99 individual or business returns for tax year 2023 until 2/29 2024. Discount is a limited-time offer for new customers that may only be claimed once. Add-on services excluded.

• ProConnect Tax Unlimited offer: 

  ProConnect Tax Unlimited is available for 40% off for tax year 2023 until April 15, 2024. Discount is a limited-time offer for new customers that may only be claimed once. Add-on services excluded.

• Refund policy: 

  If you purchase returns between the date of first availability of the next tax year, but before December 21, 2023, you may cancel your order. In the event you do not cancel your purchase before December 21, 2023, or purchase returns after December 21, 2023, Intuit shall issue a refund on unused returns within thirty (30) calendar days from your purchase date upon request. No other refund requests shall be honored.

• *10+ return price lock: 

  When you buy ten or more returns, you can lock in your tax year 2022 per-return rate for any additional returns you buy for the remainder of the season. After your initial purchase of tax returns, you can later buy additional returns at the same per-return price -- no minimum return requirements for later purchases. If you purchase a larger volume of returns in your initial purchase, greater discounts are available.

• Guarantee: per-return price won’t increase more than 7% next tax year: 

  Available only to new users of ProConnect Tax software who have not used Lacerte or ProSeries in tax year 2022. Your per-return price in your first year will be based on current-year pricing for the ProConnect Tax number of returns and type you select. After your first year, the annual renewal per-return price may increase. In the event of a price increase, your annual renewal per-return price will reflect a percentage increase that is less than or equal to the percentage increase of the ProConnect Tax list price, but in no case will  your renewal per-return price increase more than 7% per year. This price increase limitation is available through your second year as a customer.

• #1 professional tax software on the cloud: 

  Based on Intuit internal data of the number of paid users of ProConnect for tax year 2020 compared to publicly available statements from competitors for the same time period.

• QBOA: 

  QuickBooks Online Accountant; available separately.

• * Based on Intuit internal review as of August 2023, of publicly available statements from competitive professional tax software providers.

• Terms, conditions, features, availability, pricing, fees, service and support options are subject to change without notice.

[hermzoid]

Thank you, George, but this answer does not address my question. I went on Chat, clicked through the link an earlier poster recommended, and also called the phone number they recommended. Answer is "No", you can't pay for your 2023 tax year's returns until after January 1, 2024.

[George4Tacks]

@hermzoid Please recognize that you are unlikely to get an employee response here. This is a user forum and most answers are from other users, like myself. 

[agoyal]

During Black Friday sale (ended December 7), I managed to talk to the sales rep and bought 7 tax returns (6 for 2017-2022 tax years) and one for 2023 and was charged discounted price. Essentially I got 7 credits to use, 6 of them expire Dec 31 if I dont atleast Print them for each year. So I started each year and clicked on Print to consume credits. The returns can be filed any time and dont have to be by 12/31/2023. As for 2024 credit, I would not use it until the tax filing begins in 2024. Hope this answers your question.