what all does the customer get for the technology fee
Best Answer Click here
This discussion has been locked. No new contributions can be made. You may start a new discussion here
It includes this https://proconnect.intuit.com/content/dam/intuit/pro_tax_group/en_us/docs/PBR-ID-protection.pdf
FYI - Here is the "fine print"
The $59.90 Pay-by-Refund fee is made up of a $39.95 Bank Fee and a $19.95 Technology fee
1. Pay-by-Refund or refund transfer program (“Program”) participation available to eligible ProSeries and Lacerte customers for a limited time only. Program participants (will be designated to an incentive category as determined by Intuit and), depending on the software used, may earn a $10 credit or other incentive for every qualified federal funded Pay-by-Refund transaction as outlined in the table below (excluding Quick Collect transaction) that is filed from January 1st through the 1040 tax filing deadline of the then-current Tax Year through either of the following banks: Santa Barbara Tax Products Group, Refund Advantage, or River City Bank (each a “Participating Bank”). To be eligible participants must adopt industry refund transfer best practice principles by charging customary and reasonable processing fees, and federal returns must be transmitted to the IRS using a single account and EFIN. Federal returns that are rejected by the IRS, or deemed fraudulent, or a result of identity theft are not eligible for credit under the Program. If software and a user are eligible for credits, aggregate credits payment will be delivered from Participating Banks by May 31st of the current year. A $59.90 one-time bank set up fee applies to each federal Pay-by-Refund transaction. Additional fees apply to state Pay-by-Refund filings. Offer may be terminated or modified in Intuit’s discretion and Program and software terms and conditions, including available features, credits, pricing, and support are subject to change without notice. You must meet certain minimum funded Pay-by-Refund transaction thresholds in order to be eligible to qualify for free or discounted software.
Incentive Criteria
Incentive Payment
Tax Year 14, Tax Year 15, Tax Year 16, Tax Year 17, and Tax Year 18 NEW customers eligible for FREE ProSeries software offers
$10 on all federal funded Pay-by-Refund transactions filed over 50 (for ProSeries 1040 Complete or ProSeries Power Tax Library) filed through the 1040 tax filing deadline of the then-current Tax Year.
Tax Year 14, Tax Year 15, Tax Year 16, Tax Year 17, and Tax Year 18 NEW customers eligible for ProSeries Pay-by-Refund software offers
$10 on all federal funded Pay-by-Refund transactions filed through the 1040 tax filing deadline of the then-current Tax Year.
All other ProSeries and Lacerte customers eligible for credit incentive
$10 on all federal funded Pay-by-Refund transactions filed through the 1040 tax filing deadline of the then-current Tax Year beyond the number of Pay-by-Refund transactions funded in the prior Tax Year.
New customers may be eligible to receive free ProSeries software by meeting the following eligibility requirements per licensed copy of ProSeries software using single EFIN:
New customers may be eligible for ProSeries Pay-by-Refund software offers by meeting the following requirements:
To be eligible to receive any incentive compensation under this Program, the IRS requires Intuit to prepare a 1099. You will need to provide Intuit certain information, including: a) Tax Identification Number or Social Security Number, and b). Firm name, primary contact, address, phone number, and email address. Failure to provide any of this information may result in your incentive payment being withheld, delayed or cancelled.
Cash Advance is not offered through the Pay-by-Refund Program
It includes this https://proconnect.intuit.com/content/dam/intuit/pro_tax_group/en_us/docs/PBR-ID-protection.pdf
FYI - Here is the "fine print"
The $59.90 Pay-by-Refund fee is made up of a $39.95 Bank Fee and a $19.95 Technology fee
1. Pay-by-Refund or refund transfer program (“Program”) participation available to eligible ProSeries and Lacerte customers for a limited time only. Program participants (will be designated to an incentive category as determined by Intuit and), depending on the software used, may earn a $10 credit or other incentive for every qualified federal funded Pay-by-Refund transaction as outlined in the table below (excluding Quick Collect transaction) that is filed from January 1st through the 1040 tax filing deadline of the then-current Tax Year through either of the following banks: Santa Barbara Tax Products Group, Refund Advantage, or River City Bank (each a “Participating Bank”). To be eligible participants must adopt industry refund transfer best practice principles by charging customary and reasonable processing fees, and federal returns must be transmitted to the IRS using a single account and EFIN. Federal returns that are rejected by the IRS, or deemed fraudulent, or a result of identity theft are not eligible for credit under the Program. If software and a user are eligible for credits, aggregate credits payment will be delivered from Participating Banks by May 31st of the current year. A $59.90 one-time bank set up fee applies to each federal Pay-by-Refund transaction. Additional fees apply to state Pay-by-Refund filings. Offer may be terminated or modified in Intuit’s discretion and Program and software terms and conditions, including available features, credits, pricing, and support are subject to change without notice. You must meet certain minimum funded Pay-by-Refund transaction thresholds in order to be eligible to qualify for free or discounted software.
Incentive Criteria
Incentive Payment
Tax Year 14, Tax Year 15, Tax Year 16, Tax Year 17, and Tax Year 18 NEW customers eligible for FREE ProSeries software offers
$10 on all federal funded Pay-by-Refund transactions filed over 50 (for ProSeries 1040 Complete or ProSeries Power Tax Library) filed through the 1040 tax filing deadline of the then-current Tax Year.
Tax Year 14, Tax Year 15, Tax Year 16, Tax Year 17, and Tax Year 18 NEW customers eligible for ProSeries Pay-by-Refund software offers
$10 on all federal funded Pay-by-Refund transactions filed through the 1040 tax filing deadline of the then-current Tax Year.
All other ProSeries and Lacerte customers eligible for credit incentive
$10 on all federal funded Pay-by-Refund transactions filed through the 1040 tax filing deadline of the then-current Tax Year beyond the number of Pay-by-Refund transactions funded in the prior Tax Year.
New customers may be eligible to receive free ProSeries software by meeting the following eligibility requirements per licensed copy of ProSeries software using single EFIN:
New customers may be eligible for ProSeries Pay-by-Refund software offers by meeting the following requirements:
To be eligible to receive any incentive compensation under this Program, the IRS requires Intuit to prepare a 1099. You will need to provide Intuit certain information, including: a) Tax Identification Number or Social Security Number, and b). Firm name, primary contact, address, phone number, and email address. Failure to provide any of this information may result in your incentive payment being withheld, delayed or cancelled.
Cash Advance is not offered through the Pay-by-Refund Program
The privilege to use some bank related products.
I saw a new clients papers from last year, he paid the 59.99 plus a 39.99 service bureau fee (whatever that is) and a couple other little tacked on junk fees to get his refund up front like that....and then I found his $1296 state refund check that the preparer printed him and he forgot to deposit, it was still in his 2017 folder!!! Seriously!
Hope Civista bank has a way that he can get a replacement.
You have clicked a link to a site outside of the Intuit Accountants Community. By clicking "Continue", you will leave the community and be taken to that site instead.