TaxAct® Guarantees
TaxAct empowers people to navigate the complexities of tax and finance with ease and accuracy at a fair price. Our comprehensive suite of online, and download solutions make DIY tax filing fast, easy, and affordable for individuals. We back up our software with three big guarantees to our customers.
The below guarantees do not apply to TaxAct Professional products and services. Current and former employees of TaxAct or any other company offering tax return preparation products are excluded from these guarantees.
UNLESS OTHERWISE SPECIFICALLY ALLOWED BY LAW, THE BELOW GUARANTEES SET FORTH YOUR SOLE AND EXCLUSIVE REMEDY AGAINST TAXACT, ITS AFFILIATES AND REPRESENTATIVES AND OUR SERVICE PROVIDERS AND OUR ONLY OBLIGATION, IN THE EVENT OF ANY ERRORS OR INACCURANCIES WITH OUR SERVICES. GUARANTEES ARE DISTINCT AND MAY NOT BE COMBINED.
Maximum Refund Guarantee
We guarantee you’ll get your maximum tax refund if you use one of TaxAct’s individual 1040 products (the “Service”) to e-file your return. If you are a registered user of the Service and you receive a larger refund amount or pay a smaller tax due amount on your federal and/or state tax return using an online tax preparation software other than the TaxAct software, then we will refund to you the applicable federal and/or state purchase price paid by you for the Service. All other fees are excluded.
To qualify, the larger refund or smaller tax due cannot be attributed to variations in data you provided for tax preparation or for positions taken by you or another online tax preparation software that are contrary to the law.
To make a claim under this guarantee, you must notify us in writing, as soon as you learn of the difference (and in no event later than 60 days from the date you filed your tax return using the Service or October 31 of the applicable tax year, if earlier).
Click the link below for information on how to submit a Maximum Refund Guarantee claim.
HOW TO SUBMIT A CLAIM
$100k Accuracy Guarantee
We guarantee our software is 100% accurate and will calculate your maximum refund under applicable law. If an error in our software results in you ultimately receiving a smaller refund or larger tax liability than you receive using the same data with another tax preparation product, we will: (1) refund the applicable software fees you paid us, (2) pay you the difference in the tax refund or liability (provided, however, that TaxAct will not reimburse, pay, or otherwise cover any portion of a claimed refund amount that is greater than the refund amount ultimately determined by the IRS, any applicable state tax authority, or otherwise due under applicable law for the same tax year and filing), (3) cover any penalties and interest levied against you and (4) any reasonably documented legal and audit costs you incur. In no event will our total, cumulative obligation under (1)-(4) above to any customer under this guarantee exceed $100,000.
This guarantee only extends to returns that are e-filed by taxpayers preparing their own tax returns using our Consumer 1040 products (e.g., those located at https://tax-act.net/taxes-online) starting in the 2017 tax year. Our other offerings (including, without limitation, our products for businesses (TaxAct Business) and tax professionals (TaxAct Professional)) as well as our Consumer 1040 products for past tax years have their own guarantees and are expressly excluded from this guarantee. This guarantee only applies to errors contained in our software, and does not apply to errors attributable to the user, including without limitation if a user: (i) overrides any amounts generated by the software, (ii) misclassifies or fails to enter any information completely or accurately, (iii) makes incorrect or fraudulent claims, or (iv) fails to file an amended return after we announce any updates or corrections to the software. This guarantee sets forth your sole and exclusive remedy, and our only obligation, in the event of any errors with our software.
To make a claim under this guarantee, you must submit a claim within 60 days from the date you e-filed your return or within 30 days of the IRS or state imposing a penalty, and provide, any other information we reasonably request, within a timely manner but no more than 60 days after we request such information, to allow us to evaluate and verify your claim. Once we receive your claim and the necessary information, we will review it and respond to you within 90 days. This Guarantee does not apply when using the applicable TaxAct product or service to prepare tax returns for others.
Click the link below for information on how to submit a $100K Accuracy Guarantee claim.
HOW TO SUBMIT A CLAIM
100% Expert Accuracy Guarantee (Applies to Xpert Full Service™ services only)
100% Expert Accuracy Guarantee covers penalties and interest resulting from a TaxAct Expert’s calculation error. Any actual difference between final tax liability and amounts previously paid remains the taxpayer’s responsibility.
If you pay a federal or state penalty and/or interest solely because of an error the TaxAct Expert made while preparing your return, or on a form signed by the TaxAct Expert, and not as a result of, among other things, your failure to provide all relevant information accurately, willful or fraudulent omission or inclusion of information for your tax return, misrepresentation of your tax information, or failure to file your tax return on time or to take other action requested by the TaxAct Expert, then TaxAct will pay you the amount of the federal or state penalty and/or interest paid by you to the federal or state government. For the purpose of clarity, “errors” of the TaxAct Expert shall not include reasonable reporting positions taken by the TaxAct Expert, even if the federal, state, or local taxing authority later questions such position. If applicable, at TaxAct’s sole discretion, we may also provide you with an amended tax return for no additional fee. You are responsible for keeping TaxAct apprised promptly of any change in your email address, mailing address and/or phone number so that you can be notified of updates or corrections. You are also responsible for paying any tax liability you still may owe and providing any other information TaxAct reasonably requests to validate your claim, within a timely manner but no more than 60 days after we request such information.
If you believe such an error occurred, you must notify TaxAct as soon as you learn of the mistake or within 30 days from the date you receive a letter from the IRS or state taxing authority (and in no event later than 30 days after the penalty or interest is assessed and within the applicable federal and/or state tax filing statute of limitation). TaxAct will then contact you promptly to resolve the issue. To validate the claim, TaxAct may require a copy of the federal/state notice, and any other documents that support the information on your tax return. See Xpert Full Service Terms for more details.
Click the link below for information on how to submit a 100% Expert Accuracy Guarantee claim.
HOW TO SUBMIT A CLAIM
100% Satisfaction Guarantee
Applies to TaxAct Online products only.
If you are a registered user using the Services online and are dissatisfied with the Services prior to completing the billing steps within the program, your exclusive remedy is to immediately discontinue using the Services. If you are a registered user who completed the billing steps and have not printed or e-filed or your e-file was rejected by the IRS or State and you cannot re-file, you must contact us within the calendar year of the purchase to request a refund of fee(s) paid. To request a refund of your product fee(s), call (319) 373.3600 and provide your name, zip code, email address on account, TaxAct username, Order ID, and product you would like refunded.
Money-Back Guarantee
Applies to TaxAct Download products only.
If you purchased a TaxAct Download product and you are not completely satisfied with your purchase, you can request a full refund within 30 days of receipt to get your money back. No questions asked! The Money-Back Guarantee does not apply after you use the TaxAct software to print or e-file a return, and that return is accepted by the IRS or state taxing agency. To request a refund of your product fee(s), call (319) 373.3600 and provide your name, zip code, email address on account, TaxAct username, Order ID, and product you would like refunded.
