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- Protection PlusProtect your clients from audits, tax notices and identity theft with $1 Million Tax Audit Defense™.
- Pay-by-RefundGive your clients the option of no upfront, out-of-pocket costs and give yourself an easy way to get paid with refund transfers.
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Tax year 2023 enrollment is now open
Enrollment is now easier than ever.
Our new pre-filled form makes it even faster and easier to re-enroll if you used Pay-by-Refund with the same bank last year.
Plus, you can get set up with Pay-by-Refund anytime, online or inside your software. See exactly how to enroll with simple, step-by-step guidelines tailored to you.
Let’s connect to find out if Pay-by-Refund is the right fit for your practice.
Complete the form and we’ll get in touch with you. Or you can always call us at 800-926-3796 to get answers to quick questions now.
Thank you
Here’s what other pros think of Pay-by-Refund
Pay-by-Refund allows me to maintain my fees while allowing my clients to use my services even if they don't have the funds to pay me upfront. I get paid automatically through direct deposit and my clients can choose the secure payment method that is right for their situation. Pay-by-Refund is very secure, fast, and convenient.
Ameila Victoria,
Victoria Tax Services
Chula Vista, CA
Victoria Tax Services
Chula Vista, CA
Pay-by-Refund is a great choice for me and my clients. My clients love the option to choose how they want to pay me, and it gives me the flexibility to ensure I get paid by clients who might not be able to pay me upfront. With Pay-by-Refund, I don't have to think about payment anymore.
Angela S. Gordon,
Angela's Tax & Financial Services LLC
Morningside, MD
Angela's Tax & Financial Services LLC
Morningside, MD
I encourage all my clients to use Pay-by-Refund because they don’t have to worry about covering the fee for my services and still get their returns done when convenient for them. The setup for each return is straight to the point and only takes a couple clicks. Once the return is processed through the IRS, I get my fees and clients get their refund. I didn’t have to think about it.
Shamica M. Spencer,
Star Beyond LLC
Newark, DE
Star Beyond LLC
Newark, DE
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Pay-by-Refund or or refund transfer program (“Program”) participation available to eligible ProSeries, Lacerte and ProConnect Tax 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 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 or Refund Advantage (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. For Tax Year 2024 only, if software and a user are eligible for credits, aggregate credits payment will be delivered from Participating Bank by August 31st of the current year. For all other Tax Year filings, if software and a user are eligible for credits, aggregate credits payment will be delivered from Participating Banks by May 31st of the year you are currently enrolled. For Refund Advantage, a $59.90 one-time bank set up fee applies to each federal Pay-by-Refund transaction. For Santa Barbara Tax Product Group, a $64.90 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 at 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 All ProSeries, Lacerte and ProConnect Tax customers eligible for credit incentive not specified by Tax Year indicated below. $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. 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. Tax Year 19, Tax Year 20, Tax Year 21, and Tax Year 22, Tax Year 23, and Tax Year 2024 NEW to the franchise professional tax customers eligible for ProSeries, Lacerte or ProConnect Tax offers $20 for each federal funded Pay-by-Refund transaction filed through the 1040 tax filing deadline of the then-current Tax Year. Offer valid for three consecutive tax seasons from initial tax season. Tax Year 19, Tax Year 20, Tax Year 21, and Tax Year 22, Tax Year 23, and Tax Year 2024 NEW to the franchise professional tax customers may be eligible for FREE or DISCOUNTED ProSeries software offers based on qualifying volume from prior year returns. $20 for each federal funded Pay-by-Refund transaction filed over 50 returns (for ProSeries 1040 Complete or ProSeries Power Tax Library) when filed through the 1040 tax filing deadline of the then-current Tax Year. Offer valid for three consecutive tax seasons from initial tax season.
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Pay-by-Refund or or refund transfer program (“Program”) participation available to eligible ProSeries, Lacerte and ProConnect Tax 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 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 or Refund Advantage (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. For Tax Year 2024 only, if software and a user are eligible for credits, aggregate credits payment will be delivered from Participating Bank by August 31st of the current year. For all other Tax Year filings, if software and a user are eligible for credits, aggregate credits payment will be delivered from Participating Banks by May 31st of the year you are currently enrolled. For Refund Advantage, a $59.90 one-time bank set up fee applies to each federal Pay-by-Refund transaction. For Santa Barbara Tax Product Group, a $64.90 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 at 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.
- 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:
- Must show initial proof of minimum of 50 federal funded refund transfers transactions from the prior Tax Year.
- Must complete a minimum of 50 federal funded Pay-by-Refund transactions through Participating Banks by the 1040 tax filing deadline each Tax Year covered under the Term of the agreement.
- Must file the first federal Pay-by-Refund transaction within the 1st week of e-File each year of the Term.
- Free software will be upgrade equivalent of the original software version purchased via the initial order Quote.
- Filings are based on an individual site office. Multi-site offices won’t be aggregated towards the minimum thresholds described above.
- New customers may be eligible for ProSeries Pay-by-Refund software offers by meeting the following requirements:
- Must show initial proof of minimum of 20 federal funded Pay-by-Refund transactions in the prior Tax Year.
- Must complete minimum of 20 federal funded Pay-by-Refund transactions through Participating Banks by the 1040 tax filing deadline each Tax Year covered under the Term of the agreement.
- Filings are based on an individual site office. Multi-site offices won’t be aggregated towards the minimum thresholds described above.
- 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 disclaimer:
Intuit is not a party to any transactions you may choose to enter with Refund Advantage or Santa Barbara Tax Products Group banks and disclaims any liability arising out of such transactions. Visit Refund Advantage and Santa Barbara Tax Products Group’s websites for full terms and conditions. Intuit receives compensation from third parties, and the compensation may affect how and where such product offers appear to you.
- Pay-by-Refund claim:
Based on blind survey of taxpayers who used a tax professional in the 12 months prior to July 2023.
- 1:
Based on Intuit refund transfer enrollments in tax year 2016.
- Insurance disclaimer:
The Identity Theft Insurance is underwritten and administered by American Bankers Insurance Company of Florida, an Assurant company under group or blanket policy(ies). The description herein is a summary and intended for informational purposes only and does not include all terms, conditions and exclusions of the policies described. Please refer to the actual policies for terms, conditions, and exclusions of coverage. Coverage may not be available in all jurisdictions. Review the Summary of Benefits.
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