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Level 1
November 24, 2022
Question

how to get refunds for client files not used in Lacerte?

  • November 24, 2022
  • 2 replies
  • 7 views
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2 replies

IRonMaN
Level 15
November 25, 2022

Magic? Intuit doesn't tend to like to write refund checks. They have the corporate policy of just telling you "tough nuggies" if you pay for more than you used.

Slava Ukraini!
Level 6
November 26, 2022

I've had decent (not 100%, but over 50%) success by calling and discussing with the Intuit rep. They have considerable discretion, depending on the reason.

Don't bother submitting a request online; it is never even acknowledged. Pick up the phone and call.