Tax Year 2024 Pay-by-Refund enrollment is now open! Discover our educational materials and webinars.
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Pay-by-Refund marketing kits
Access ready-to-use materials through your bank’s client portal to easily educate clients about your Pay-by-Refund offering and attract new customers.
Identity-theft protection and restoration services
Learn everything there is to know about Pay-by-Refund automatic enrollment into IDnotify® services to help bring peace of mind to your clients.*
Want to learn more about how Pay-by-Refund works?
View the “Jump Start Your Tax Business Season with Pay-by-Refund” on-demand webinar to get an in-depth overview of Pay-by-Refund and gain some insights to get your firm ready for tax season.
Have more questions?
Quickly find answers to frequently asked questions about Pay-by-Refund so you can get started with confidence.
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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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