Refund Policy

UltimateTax Refund Policy

Effective April 1st, 2024

All Tax Compliance Software orders are subject to this UltimateTax Refund Policy.

Determination for refunds is at the sole discretion of Ultimate Tax Service, Inc.  Request for refund must be in writing stating they have not retained copies of the software, have not violated any terms of the agreement, not disclosed confidential information, has not activated software, use of prior year software included with the package is activated software.

No refund will be made if the customer has accessed, activated, prepared, or filed any returns with the software.  This included prior year software if provided.  If the customer has not accessed or violated any terms, the customer can request a refund based on the following schedule:

Tax Software Purchased from April 20th to December 1st:

Software refund requests requested within 30 days from the date of purchase will be fully refunded.  Refund requests after 30 days from the purchase date to December 1st will be charged a $50 administrative fee.  

Purchases during the period of December 1st to April 20th:

Software refunds requested in three business days from the date of purchase will be fully refunded.  If the software has been accessed, no refund will be issued. 

Software refund requests during this period after the three business days will be charged a $200 administrative fee.  If the software has been accessed, no refund will be issued.

Refunds for our Pay Per Return package will follow the above schedule.  No refunds will be granted for Pay Per Return fees.

Refunds for annual software renewal will follow this refund policy.

Refunds for Mobile add-ons will follow this policy.

Refunds for the Vault Package are not refundable.

Timing of refunds.  Ultimate Tax Service, Inc. is not and cannot be responsible for the time it takes for processing banks to issue refunds.  When a refund is issued, you will be emailed a copy of the refund.  Be sure you have access to your email.

Requests must be initiated by emailing support@ultimatetax.com.