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Taxpert® Tax User Agreement

Terms of Service for Tax Year 2021 - or Tax Season 2022 - Online Tax Preparation

Thank you for selecting the Taxpert® site and associated Tax Preparation services (the "Tax Software") to prepare and optionally e-File or download/print your US Federal Income tax return(s) or tax extension. This license agreement (the "Agreement") is a contract between you and Taxwork LLC (hereinafter referred to as "Taxpert" or "taxpert.com") that describes the terms and conditions applicable to your use of the Tax Software and associated services identified below. Before using the Tax Software, you must read and accept the terms and conditions contained in this Agreement. If you do not agree to these Terms of Service, you will not be able to use the Tax Software. The term "Tax Software" also includes any state version of the Tax Software.

1. License Grant. For federal returns, we grant a personal, limited, non-exclusive, non-transferable license to use the Tax Software solely to prepare a single valid federal extension and/or return, and for as many state returns as needed, and, after proper registration and any applicable payment, to file electronically and/or print such extension and return(s). Pricing for extension preparation is entirely separate from return preparation, and the purchase of either in no way is included in or counts toward the purchase of the other.

The terms "you", "your" or "user" are synonymous, and refer to the person using the Tax Software in any way. A "registered user" is a user from whom we have received the information necessary to permit such person to print or electronically file a tax return or extension prepared using the Tax Software and who complies with this Agreement.

You must be a registered user:

(i) to be eligible for the guarantees described below; and

(ii) in order for us to save your tax data for your future access.

You agree that we and our service providers are not acting as your agent or fiduciary in connection with your use of the Tax Software or any third party services.

2. Acceptable Use. Taxwork reserves the right to suspend or cancel your license to use the Tax Software for violating this Agreement, including, but not limited to, violating this Acceptable Use provision. You agree to use the Tax Software only for lawful purposes and not to use or allow others to use the Tax Software to:

(i) attempt to access any of our other systems, programs or data that are not made available for public use;

(ii) prepare tax returns, extensions, schedules or worksheets on a professional or commercial basis (i.e., for a preparer's or other fee);

(iii) copy, reproduce, republish, upload, post, transmit, resell or distribute in any way the material from the this website;

(iv) attempt any actions that would prevent the use of the Tax Software by the public: or

(v) use the Tax Software to engage in or encourage others to engage in illegal or fraudulent activity, including but not limited to filing fraudulent tax returns, misrepresenting the identity of an individual, misrepresenting the presence of a "Paid Preparer" as defined by the Internal Revenue Service, or any other illegal or fraudulent activities which violate domestic or international laws.

Taxpert® will use commercially reasonable techniques and procedures to manage usage of its Tax Software, which may include limiting the number of transmissions for an IP address and other procedures designed to ensure proper and non-malicious use of its Tax Software.

If Taxpert®, at its sole discretion, determines that you have violated any provisions of this Agreement, your license to use the Tax Software may be suspended without recourse.

3. Taxpert.COM Guarantees

  • 100% Accurate Calculations Guarantee
  • Maximum Refund Guarantee
  • Easy-to-Use Guarantee
  • Lowest Price Guarantee

100% Accurate Calculations Guarantee

We work diligently to ensure the accuracy of the calculations on every form prepared using the Tax Software. If you are a registered user and you pay an IRS or state penalty and/or interest solely because of a calculation error on a form prepared using the Tax Software, and not as a result of, among other things, your failure to enter all required information accurately, your failure to review any data transferred, converted, retrieved or imported from another source into the Tax Software, such as form W-2 wage data, for accuracy and completeness, willful or fraudulent omission of information or willful or fraudulent inclusion of inaccurate information on your tax return or extension, misclassification of information on the tax return or extension, or failure to file an amended return to avoid or reduce an applicable penalty/interest after we and our service providers announced updates or corrections to the Tax Software in time for you to file an amended return, then we will reimburse you in the amount of the IRS or state penalty and/or interest paid by you to the IRS or state. In this regard, you are responsible for keeping us apprised promptly of any change in your e-mail address, mailing address and/or phone number so that you can be notified of such updates or corrections. In order to receive such reimbursement, you must follow the notification requirements below.

If you believe such a calculation error occurred, you must notify us in writing at Taxwork LLC, PO BOX 892, Mount Pleasant, SC 29464-9998, as soon as you learn of the mistake (and in no event later than 30 days after the penalty or interest is assessed). You must include (i) a copy of the IRS/state notice, (ii) evidence of payment of the specified penalty and/or interest, (iii) a copy of the applicable hardcopy tax return, and (iv) your user id and password. You are responsible for paying any additional tax liability you may owe and providing any other information we reasonably request. Unless otherwise specifically allowed by law, the foregoing sets forth a registered user's sole and exclusive remedy against Taxpert® and our service providers with respect to any claims relating to this guarantee.

Maximum Refund Guarantee

If you are a registered user of the Tax Software 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 Tax Software, then we will refund to you the applicable federal and/or state purchase price paid by you for the Tax Software. All other fees are excluded, including tax extension and e-Collect.

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. If you received a larger refund amount or paid a smaller tax due using another online tax preparation software, you must notify us in writing at Taxwork LLC, PO PO BOX 892, Mount Pleasant, SC 29464-9998, as soon as you learn of the difference (and in no event later than 30 days of the date you filed your tax return using the Tax Software and in no event later than October 15 October 17, 2022). You must include (i) a claim summary describing the conditions under which you are submitting the claim, (ii) your Tax Software user ID and password, (iii) evidence of your proof of payment for another online tax preparation software, (iv) evidence of your refund or tax due amount using the Tax Software, (v) and evidence of your refund or tax due amount using another online tax preparation software. To validate your claim, and as a precondition of refund payment, we may require other supporting information, such as copies of your printed tax returns. Unless otherwise specifically allowed by law, the foregoing sets forth a registered user's sole and exclusive remedy against Taxpert® and our service providers with respect to any claims relating to this guarantee.

Click here for the current Taxwork LLC tax preparation fee refund policy.

Easy to Use Guarantee

Our software is guaranteed to be simple and easy to use. If you are a registered user of the Tax Software, there is no charge until you are satisfied with your completed return and are ready to file. If you don’t find the Tax Software to be simple and easy to use, you can discontinue use at any time prior to paying for your return, and we guarantee you will not be charged. Your sole and exclusive remedy regarding this guarantee is to discontinue use of the Tax Software prior to filling out the billing pages, making payment and filing your tax return. Unless otherwise specifically allowed by law, the foregoing sets forth a registered user's sole and exclusive remedy against Taxpert® and our service providers with respect to any claims relating to this guarantee.   

Lowest Price Guarantee

Our pricing model guarantees that you will pay our lowest current retail price for your federal tax return based on your tax situation; this does not include special offer discount promotions or promo codes that may be running concurrently. If you are a registered user of the Tax Software, you will not choose a tier or product when you start your return on taxpert.com. Based on the data you enter, the Tax Software will determine the lowest priced federal product for which you qualify when you reach the payment step. If you add, remove or modify any data after being presented with the product for which you qualify, it could change the product for which you qualify. If some time has passed between the date you started the return and the date you finish and are ready to pay, the lowest current retail price may have changed.

If you believe you were not offered our lowest current price for your completed federal tax return, you must notify us in writing at TaxWork LLC, PO PO BOX 892, Mount Pleasant, SC 29464-9998, as soon as possible (and in no event later than 30 days of the date you paid for your tax return and in no event later than October 15 October 17, 2022). You must include (i) a claim summary describing the conditions under which you are submitting the claim, (ii) your Tax Software user ID and password, (iii) evidence of your proof of payment, and (iv) a copy of the applicable hard copy tax return. To validate your claim, and as a precondition of refund payment, we may require other supporting information. If your claim is validated, we will refund you the difference between what you were charged and what you should have been charged. Unless otherwise specifically allowed by law, the foregoing sets forth a registered user's sole and exclusive remedy against Taxpert® and our service providers with respect to any claims relating to this guarantee.

IMPORTANT: We may change its usage fees for the Tax Software and any related services from time to time. Your fees will be determined based on the then-current prices for these services at the time you submit payment for your tax return.

4. Reservation of Rights and Ownership. We reserve all rights not expressly granted to you in this Agreement. The Tax Software is protected by copyright, trade secret and other intellectual property laws. We own the title, copyright and other intellectual property rights in the Tax Software. The Tax Software is licensed, not sold to you. This Agreement does not grant you any rights to our trademarks or service marks.

You shall not decompile, disassemble, or otherwise reverse engineer the Tax Software except as otherwise permitted by applicable law notwithstanding this prohibition.

5. Electronic Filing Services and Support ("Services")

A. Electronic Filing Services. If you choose to file your return or extension electronically, the return or extension will be forwarded to Our Electronic Filing Center, where it will be converted to and stored in a standardized format, and then transmitted to the applicable federal and/or state taxing authority. You are responsible for verifying the status of your return or extension to confirm that it has been received and accepted by the applicable taxing authority and, if necessary, for filing it manually in the event that the taxing authority rejects your electronically filed return or extension (e.g., taxpayer name and SSN don't match). You agree to review your tax return or extension for indications of obvious errors before electronically filing or mailing it. Except to the extent required by applicable law, we may, but have no obligation to store, maintain or provide to you any information you provide to us and/or our service providers.

The Internal Revenue Service ("IRS") requires us to notify it, in connection with the electronic filing of your tax return or extension, of the Internet Protocol ("IP") address of the computer from which the return originated and whether the e-mail address of the person electronically filing the return or extension has been collected. By using the Electronic Filing Services to prepare and submit your tax return or extension, you consent to the disclosure to the IRS and any other tax or revenue authority of all information relating to your use of the Electronic Filing Services.

B. Support. We and our service providers may use a variety of methods (e.g., on-screen help, e-mail, fax and phone) to provide technical support and customer service in connection with the Tax Software and other related services. The terms and conditions governing the offering of this support are subject to change as announced by us from time to time. After the individual extension filing deadline date of each applicable tax year, tax returns can no longer be submitted electronically through the Tax Software, except to correct returns originally filed and rejected before that date. The IRS normally allows a perfection period, typically up to five (5) days after the deadline date, to correct and resubmit returns electronically. Returns may not be corrected and e-filed timely after the IRS post-deadline perfection period. Soon after the perfection period ends, the Tax Software will be made unavailable. Registered users may continue to access their account outside of scheduled maintenance periods, but will not have access to the Tax Software.

We and our service providers may provide you with a mechanism to provide feedback, suggestions and ideas, if you choose, about our online products and services ("Feedback"). You agree that we and our service providers may, in our sole discretion, use the Feedback you provide in any way, including in future modifications of the Tax Software, multimedia works and/or advertising, and promotional materials relating thereto. You hereby grant us and our service providers a perpetual, worldwide, fully transferable, non-revocable, royalty-free license to use, modify, create derivative works from, distribute and display any information you provide to us and our service providers in the Feedback, including without limitation your full first name, last name initial, and city and state of residence in connection with any reviews or comments you submit.

You are responsible for providing, at your expense, any access to the Internet and any required equipment. Further, we and our service providers may at any time change or discontinue any aspect, availability or feature of the Services.

We and our service providers may access and use any tax return and other information provided by you in order to perform the Services you purchase and, if necessary, to access such information to obtain contact information in order to provide notifications relating to the Tax Software and the Services to you.

6. User Name and Password Security. You are the only person authorized to use your user ID and password and you are responsible for maintaining the confidentiality of your user ID and password. You shall not permit or allow other persons or entities to have access to or use your user ID and password. You are responsible for the use of the Tax Software under your user ID. The Tax Software provides an account recovery feature in the event you forget your username, password or the email address you used to set up your account. In the event that the account recovery feature is not successful, you must contact our support team at https://www.taxpert.com/tax-service/contact/ You must remember your user ID and password to electronically transfer your tax return information into next year's tax return.

We do not purge the user information database. If you wish to be removed and no longer receive e-mail correspondence about our services, you may submit a request identifying this and we will update your record to be excluded from any automated processes, as well as to disallow login rights for your user name. To submit such request, sign in to the Tax Software and click the Help link in the upper right corner of the screen if you are on a desktop computer, or select Help from the main menu if you are on a mobile device.

7. Privacy of Personal and Tax Return Information. The Tax Software resides under a DigiCert certified Secure Socket Layer (SSL) URL and all subsequent web pages are verified through the secure connection of this SSL. You can view and print a copy of our privacy policy here. You agree to the applicable Taxpert® Privacy Policy, and any changes published by Taxpert®. You agree that Taxpert® may use and maintain your data according to the applicable Taxpert® Privacy Policy. You give Taxpert® permission to use non-identifiable information you enter or upload for the Tax Software with that of other licensees of the Tax Software and/or other Taxpert® services. For example, this means that Taxpert® may use your and other users’ non-identifiable, aggregated data to improve the Tax Software, to design marketing promotions and to provide ways for you to compare return preparation and other business practices with other licensees.

8. You may use the Tax Software without charge up to the point you decide to print or electronically file your return or extension. For a federal return, you will be allowed to preview your federal 1040 form upon completion. The preview is solely of the 1040 form, and this preview is watermarked and should not be used to file a return. You will be required to pay for the product before viewing your entire return, printing your entire return, or electronically filing your return. For an extension, no free preview is provided, and you are required to pay for the product before viewing, printing or electronically filing your extension. Your payment reflects your satisfaction with the results of the software.

9. Dispute Resolution, Arbitration Clause. Any dispute shall be subject to mediation conducted by the American Arbitration Association (AAA) with a mediator that shall be mutually selected, or if agreement cannot be reached, with a mediator assigned by the AAA. If the dispute is not resolved within 90 days after it is referred to a mediator, the matter shall be referred to binding arbitration. Costs of the mediation shall be borne equally by the parties. Any mediation or arbitration proceeding shall only be held in the State of Florida, in the United States of America.

10. DISCLAIMER OF WARRANTIES. EXCEPT AS EXPRESSLY PROVIDED ABOVE, THE TAX SOFTWARE AND THE SERVICES ARE PROVIDED "AS-IS" AND, TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, WE, OUR AFFILIATES, LICENSORS, PARTICIPATING FINANCIAL INSTITUTIONS, THIRD-PARTY CONTENT OR SERVICE PROVIDERS, DISTRIBUTORS, DEALERS AND SUPPLIERS (COLLECTIVELY, "REPRESENTATIVES") DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, REGARDING THE TAX SOFTWARE OR THE SERVICES, INCLUDING ANY WARRANTY OF FITNESS FOR A PARTICULAR PURPOSE, TITLE, MERCHANTABILITY, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE TAX SOFTWARE OR THE SERVICES ARE SECURE, FREE FROM BUGS, VIRUSES, INTERRUPTION, ERRORS, OR OTHER PROGRAM LIMITATIONS. SOME STATES DO NOT ALLOW THE EXCLUSION OF IMPLIED WARRANTIES, SO THE ABOVE EXCLUSIONS MAY NOT APPLY TO YOU. IN THAT EVENT, ANY IMPLIED WARRANTIES ARE LIMITED IN DURATION TO 30 DAYS FROM THE DATE YOU PAY FOR THE TAX SOFTWARE AND THE SERVICES, AS APPLICABLE. HOWEVER, SOME STATES DO NOT ALLOW LIMITATIONS ON HOW LONG AN IMPLIED WARRANTY LASTS, SO THE ABOVE LIMITATION MAY NOT APPLY TO YOU. THIS WARRANTY GIVES YOU SPECIFIC LEGAL RIGHTS, AND YOU MAY HAVE OTHER RIGHTS THAT VARY FROM STATE TO STATE.

All warranties or guarantees given or made by us and our service providers with respect to the Tax Software or the Services (1) are for the benefit of the registered user of the Tax Software only and are not transferable, and (2) shall be null and void if a registered user breaches any terms or conditions of this Agreement.

11. LIMITATION OF LIABILITY AND DAMAGES. YOU AGREE NOT TO HOLD US OR OUR SUBSIDIARIES LIABLE FOR ANY LOSS OR DAMAGE INCURRED AS A RESULT OF YOUR PARTICIPATION IN THIRD-PARTY SERVICES. ADDITIONALLY, EXCEPT FOR THE REIMBURSEMENT FOR CALCULATION ERRORS DESCRIBED ABOVE, YOUR EXCLUSIVE REMEDY AND THE ENTIRE LIABILITY OF US AND OUR REPRESENTATIVES FOR ANY REASON SHALL BE LIMITED TO THE AMOUNT PAID BY YOU TO US AND OUR SERVICE PROVIDERS FOR THE TAX SOFTWARE AND THE SERVICES.

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, WE AND OUR REPRESENTATIVES ARE NOT LIABLE FOR ANY INDIRECT, SPECIAL, INCIDENTAL, OR CONSEQUENTIAL DAMAGES (INCLUDING DAMAGES RELATING TO LOSS OF BUSINESS, TELECOMMUNICATION FAILURES, LOSS, CORRUPTION, SECURITY OR THEFT OF DATA, LOSS OF PROFITS OR INVESTMENT, TAX POSITIONS TAKEN BY YOU, INABILITY TO FILE YOUR RETURN, OR THE LIKE), WHETHER BASED ON BREACH OF CONTRACT, BREACH OF WARRANTY, TORT (INCLUDING NEGLIGENCE), STRICT LIABILITY, PRODUCT LIABILITY OR OTHERWISE, EVEN IF WE OR OUR REPRESENTATIVES HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES AND EVEN IF A REMEDY SET FORTH HEREIN IS FOUND TO HAVE FAILED OF ITS ESSENTIAL PURPOSE. IN NO EVENT DO WE OR OUR SUBSIDIARIES ASSUME ANY LIABILITY TO ANY PARTY OTHER THAN YOU ARISING OUT OF YOUR USE OR INABILITY TO USE THE TAX SOFTWARE OR THE SERVICES. THE LIMITATIONS OF DAMAGES SET FORTH ABOVE ARE FUNDAMENTAL ELEMENTS OF THE BASIS OF THE BARGAIN BETWEEN US AND YOU. WE WOULD NOT BE ABLE TO HAVE PROVIDED THE TAX SOFTWARE OR SERVICES WITHOUT SUCH LIMITATIONS.

12. Miscellaneous. This Agreement is a complete statement of the agreement between you and us and our service providers, and sets forth our entire liability and your exclusive remedy with respect to the Tax Software and the Services and their use. Our agents, employees, distributors, and dealers are not authorized to make modifications to this Agreement, or to make any additional representations, commitments, or warranties binding on us and our service providers. Any waiver of the terms herein by us must be in a writing signed by an authorized officer of Taxpert® and expressly referencing the applicable provisions of this Agreement. If any provision of this Agreement is invalid or unenforceable under applicable law, then it shall be, to that extent, deemed omitted and the remaining provisions will continue in full force and effect. This Agreement will be governed by North Carolina law as applied to agreements entered into and to be performed entirely within North Carolina, without regard to its choice of law or conflicts of law principles, and applicable federal law. The parties hereby consent to the exclusive jurisdiction and venue in the state and federal courts in Macon County, North Carolina. Headings are included for convenience only, and shall not be considered in interpreting this Agreement. This Agreement does not limit any rights that we may have under trade secret, copyright, patent or other laws.

This Agreement may be terminated by us immediately and without notice if you fail to comply with any term or condition of this Agreement. Upon such termination, you must immediately cease using the Tax Software and the Services. We shall have the right to change or add to the terms of this Agreement at any time, and to change, delete, discontinue or impose conditions on any feature or aspect of the Tax Software and the Services (including but not limited to Internet-based services, pricing, technical support options, and other product-related policies) upon notice by any means we determine in its discretion to be reasonable, including posting information concerning any such change, addition, deletion, discontinuance or conditions in the Tax Software or on any Taxpert-sponsored website, including but not limited to this website. Any use of the Tax Software by you after our publication of any such changes shall constitute your acceptance of this Agreement as modified.

34. U.S. Government Restricted Rights. The Software is a "commercial item," as that term is defined at 48 C.F.R. 2.101 (OCT 1995), consisting of "commercial computer software" and "commercial computer software documentation," as such terms are used in 48 C.F.R. 12.212 (SEPT 1995). Consistent with 48 C.F.R. 12.212 and 48 C.F.R. 227-7202-1 through 227-7202-4 (JUNE 1995), all U.S. Government End Users acquire the Tax Software with only those rights set forth herein. TaxWork LLC, PO PO BOX 892, Mount Pleasant, SC 29464-9998, United States of America.

TurboTax® is a registered trademark of Intuit, Inc.
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