ProConnect Tax refund and cancelation policy and request form

For tax year 2024 purchases:

ProConnect Tax purchases are valid for the specific tax year (TY) they are intended for, which runs from January 1st to December 31st. Your purchased tax returns for both individual and business clients are managed within a Tax Return Bank for that specific tax year.

• All ProConnect Tax returns are purchased for a specific tax year (January 1 - December 31).
• Unused tax returns from a purchased tax year remain accessible for preparing returns for that same tax year for up to 3 calendar years following the end of the purchased tax year, or until all returns are used.
• If you run out of returns in a prior tax year's bank, you can use returns from the current tax year's bank for those prior year returns. However, returns from a prior or the current tax year cannot be used for future tax years.
• Intuit has no obligation to refund all or part of the purchase price for prior purchases of ProConnect Tax or unused returns.
• ProConnect Tax returns are credited to the Customer Account Number that purchased them and cannot be transferred to other Intuit accounts.
• Refund requests take 5-7 business days to process.

Review the Terms of Service for more information.

Refunds and cancellations:

Key Refund Information:

• For tax returns and User Access purchased with deferred payment, you can cancel your order and receive a full refund until five business days after your Deferred Payment Date. The Deferred Payment Date is the date you are billed for these advance purchases.
• For purchases made after New Tax Year release date or without deferral, within five business days of the New Tax Year release date or your payment date, whichever is later
• Refund requests after the 5-day period will not be honored.
• Intuit is not obligated to refund any portion of prior ProConnect Tax purchases or unused returns from past tax years.
• After the 5-day refund period, User Access licenses are non-refundable but can be reassigned to other users within your firm.

See this table for a quick summary of the refund policy:

Add-on information: Additional terms, conditions and fees may apply with these optional add-on services.

Terms, conditions, features, availability, pricing, fees, service and support options are subject to change without notice.

Pricing:

Prices are determined according to the quantity of returns selected at time of purchase. The price for your use of the Tax Online Service is established at the time you pay for returns. Your price will not change once you pay for your returns.

All ProConnect Tax returns purchased are Tax Year specific. Returns purchased but not used for the specific Tax Year can be used for that Tax Year for up to three calendar years from the end of the purchased Tax Year, or until fully consumed. Current Tax Year returns can also be used for a prior Tax Year if no returns remain from the prior Tax Year's bank. However, prior or current Tax Year returns cannot be used for future Tax Years.

To submit a refund or cancelation request:

ProConnect Tax's return policy is part of the license agreement that you agree to each time you sign in. See here for complete information.

You will first need to make note of your Customer Account Number and Realm ID in the program.

To find these credentials in ProConnect Tax:

1. Select  in the lower-left corner of the program.
2. On the screen that pops up, under Your Firm, select About Your ProConnect Tax.
3. Here you will find certain account credentials, including your Customer Account Number and Realm ID.

From there, fill out this refund request. Enter all of the required information and then select Submit.