The excess money I had in my account (for times when I purchase out-of-state software) did not carry over to the following year. I discovered that rule unfortunately only when it happened. I'd have to do a pay return from that past year (a truly rare event) to retrieve it. I wish that rule could be reversed: it surely left a bad feeling towards Proseries.
"Reputable businesses refund money that is not used to buy their product."
I guess that right there says a lot about Intuit😉
This issue has been brought up a number of times and Intuit has always pointed out that it has been disclosed if you read the full 1,896 pages of disclosure before you sign on the dotted line. They have never listened to customer complaints about it because it is easy money for Intuit and they do whatever they can to please their shareholders.
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