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ProSeries cancellation, refund and upgrade requests

SOLVEDby Intuit19Updated 1 week ago

The following table provides information on cancelation, refund, and upgrade requests:

Customer typeType of purchaseAction RequestedPolicy regarding cancelation, refunds, and upgrades
New Customer (1st year customer)New ProductsCancel/RefundContact the Acquisition Agent that sold you the product.  If you are unsure of who your agent is, contact Sales at 800-765-7777. Cancelation or refund is allowed within the first 30 days after licensing.
Renewal CustomerNew ProductsCancel/RefundFor new ProSeries tax products only, cancelation or refund must be requested within 5 business days of product licensing.
For new ProSeries workflow solutions, refund requests must be made within 30 days of purchase.
Renewal CustomerRenewal ProductsCancel/RefundCustomers who renew early may cancel their order for a full refund before the first ProSeries software release date, which is around November 15th. Customers who renew after the product release date have 5 business days from order placement to request a refund.
Renewal CustomerChange in ProductsDowngradeThe downgrade is allowed before renewing.
Discounts will apply only if the order is placed within the Early Renewal period for the requested product.
New or Renewal CustomerNew ProductsUpgradeFull price will be charged for the upgrade package based on current promotions. (No discounts will apply)
The original order will be refunded at the time of the upgrade.

If you are upgrading to an Unlimited program from Pay-Per Return, the Pay-Per Return fees already incurred are not refundable or applied to your Unlimited program purchase.

New users who wish to return the ProSeries product within 30 days of receipt for a refund:

For assistance in canceling, upgrading, or requesting a refund for your ProSeries program, reach out to Customer Service. For our hours of operation and more on how to contact us, click here.

Processing Time for Refunds:

  • Credit/Debit Card Orders - Refunds are typically applied to the credit or debit card account within 2-3 business days from the time your request is received at Intuit.
  • Electronic Check - Refunds are typically applied to the checking account within 7-10 days.

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