Refund Policy on Return Credits

Forum|Forum|4 years ago
March 9, 2022
1 reply
13 views

I am relatively new to ProConnect. I purchased a credit thinking I needed to do so in order to print a draft PDF of a return. I also realize I may have used the wrong entity type based on the information the client provided.

Is there a refund policy? Is there a way to print PDF drafts (with DO NOT FILE labeled) without purchasing a credit?

Just want to ensure I understand the billing structure before I purchase 10+ credit packs at once.

ProConnect Tax

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George4Tacks

Level 15

You can Check Return and look at the forms, but once you File Return (print or e-file) you will use a credit.

If you use a credit and don't actually file the return, you can contact support and plead with them about the entity type error and possibly get a refund.

Answers are easy. Questions are hard!