Reduce quantity of returns on pre-order

[hermzoid]

I pre-ordered a few months ago and am now transitioning away from doing as many tax returns as expected. I want to *reduce* the pre-ordered quantity for business and personal returns, but the website seems to only allow me to *increase* the pre-order size. 

[IRonMaN]

Intuit loves to take more money from its customers, but hates to give any money back.  You can always try calling and begging for some money back, but don't bank on it.  There is some wiggle room with the downloadable software getting some money back before you download it, but I'm not sure what the rules are for the cloud version.  My weather forecast would be plan on some stormy weather coming from that cloud as you attempt to get a refund.

[George4Tacks · Accepted solution]

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

• Tax year 2024: 

  All ProConnect Tax 2024 tax returns purchased are tax-year specific. Beginning January 1 through December 31 (“Tax Year”), and accessible for use for such specific Tax Year. Unused Tax Year 2023 tax returns will still be accessible through December 31, 2026 or until used, whichever occurs first. User Fee required to access functionality in ProConnect services (sold separately). Terms, conditions, pricing, subscriptions, packages, features, availability, service, and support options are subject to change at any time without notice. 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.

• User access: 

  Starting in Tax Year 2024, tax returns will require purchase of a separate, single-user (based on login) user fee (“user access”) in order to access functionality including e-filing, print, reporting, support and transcripts and benefits to other integrated services including IRS transcripts, Intuit Link, Intuit Tax Advisor, and K-1 delivery. A minimum of one paid user access service fee must be purchased together with your tax return bank. User Access can be purchased for additional users, as needed. Firms requiring 10 or more users pay a flat fee of $990 for user access. User access prices are exempt from discounts and promotions. User Access service period is by calendar year e.g., January 1, 2025 through December 31, 2025.

• Return valid dates:

  • • For Tax Year 2023: If you have unused Tax Year 2023 returns, you will still be able to print and e-file Tax Year 2023 returns until December 31, 2026 or until no balance remains for Tax Year 2023.
  • • For Tax Year 2024 onward: If you have unused Tax Year 2024 returns, you will need User Access for the current tax year e.g., calendar year 2026 for tax year 2025 to be able to print and e-file tax year 2024 returns until they expire on December 31, 2027 or until no balance remains for Tax Year 2024.

• ProConnect Tax Packages: 

  Purchases of ProConnect Tax packages (“Packages”) for tax year 2024 between 8 AM CT on August 19 and 6:59 PM on Nov. 14, 2024, are eligible to receive a 35% discount off the list price for ProConnect tax returns, and a 15% discount off the list price for eSignatures. Packages are customizable and may be eligible for other discounts depending on the customization. Packages require a minimum of one paid user access. User access can be purchased for additional users. If additional tax returns are needed, the cost is calculated based on the average price per return, and individual and business returns will be calculated separately. Sales of packages end at 6:59 PM CT on Nov. 14, 2024. This is a one-time purchase offer and valid only to new customers of ProConnect Tax products (offer not available to current Lacerte, ProConnect or ProSeries customers). Call 833-603-7212 to purchase ProConnect Tax packages.

• Trial information: 

  The ProConnect trial includes ProConnect tax software for tax year 2023. The trial access will not allow e-file or print. New customers only.

• Save 35%: 

  on the purchase of all tax year 2024 ProConnect Tax returns purchased between 8 am CT on Aug. 19, 2024, through Nov. 14, 2024. Savings calculation based on tax year 2024 list price. 35% 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 833-603-0130.

• Refund policy: 

  If you purchase returns between the date of first availability of the next tax year, but before December 21, 2024, you may cancel your order. In the event you do not cancel your purchase before December 21, 2024, or purchase returns after December 21, 2024, 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 2024 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: 

  Next year’s Per-return price won’t increase more than 7% for next tax year: Available only to new users of ProConnect Tax software who have not used Lacerte or ProSeries in tax year 2024. Your per-return price in your first year will be based on current-year pricing for the type and number of ProConnect Tax returns 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: 

  US Market Brand Tracking Study (n=1120), Radius Research, Sept 2023. Based on percent of tax preparers who are aware and considering cloud-based tax software.

• QBOA: 

  QuickBooks Online Accountant; available separately.

• Add-on information: 

  Additional terms, conditions and fees may apply with these optional add-on services.

• Intuit Tax Advisor: 

  Intuit Tax Advisor is offered as an optional service through December 31, 2024. Additional terms, conditions and fees apply. Starting on or after January 1, 2025, access requires Fast Path for each Lacerte user or User Access for each ProConnect Tax Online user who is required to create and prepare Intuit Tax Advisor plans. Any advisory impact is estimated and not guaranteed. Additional terms and conditions may apply.

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