Refund Policy on Return Credits

[tccpg289]

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.

[George4Tacks]

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. 

[tccpg289]

What is the best way to contact Intuit in this regard?

[jeffmcpa2010]

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.

[George4Tacks]

ProConnect Tax Support