Click here to view the Training refund policy
(Effective March 31, 2008)
General Refund Policy:
A refund is available to you for CCH Small Firm Services software products if within 45 days of the date of your order you mail a written refund request as described below.
Please Note: Due to the fact that CCH Small Firm Services (CCH SFS) does not release its tax preparation software until the end of the year, it is not unusual for customers to have ordered software prior to the release date of the version that they actually purchased. Consequently, if you are a new customer, CCH SFS will send you the most currently available version of the tax preparation software you have purchased shortly after your order has been processed so that you may have the opportunity to evaluate the software prior to the expiration of the refund period. Because it may take some time to get familiar with a new product, CCH SFS strongly encourages its new customers to allow for sufficient time to assess and evaluate the software during the refund period and take advantage of any training that may be offered for the software.
Pay-Per-Return Tax Preparation Software:
The purchase price of CCH SFS' pay-per-return tax preparation software offerings is comprised of two pricing components: 1) a $100 license fee, and 2) a non-refundable deposit to be used towards the cost of per return tax preparation. Refunds are available only for the $100 license fee in accordance with the General Refund Policy (above). Due to the nature of pay-per-return tax preparation, no refunds will be provided at any time on the per-return deposit portion of the price. In addition, any unused portion of your per-return deposit is non-refundable and no credit will be given or carried forward for future tax seasons.
Refund Exceptions:
The following costs and fees will not be refunded or will be deducted from your refund if applicable and still outstanding at the time of your refund request:
- Shipping and handling charges for any items that have shipped;
- Training fees for classes that were attended;
- Applicable transmission fees and e-file fees;
- An additional twenty dollars ($20.00) surcharge for each tax return prepared through use of the software prior to your refund; and/or
- Any other fees due to CCH Small Firm Services.
No refunds will be provided for software that is used to prepare ten (10) or more returns.
How to Obtain a Refund:
To request a refund, you must mail (by U.S. postal service or national courier) a written request to:
CCH Small Firm Services
Attn: Sales Dept. -Refund Request
6 Mathis Drive
Rome, GA 30165
Written requests for a refund should be prepared on company letterhead, signed by the person who is named as the primary contact person on the account, and should include the following information:
- company name, primary contact name, and customer account identification number;
- address and other relevant contact information;
- date of order;
- software titles for which you are requesting the refund; and
- reason why you are requesting a refund.
Final approval of your refund request may require that you return the software and any accompanying materials as requested by CCH Small Firm Services.
The timeliness of a refund request will be determined by the postmark on your letter.
No refunds will be provided after the applicable refund period has passed.
Software License Agreement (PDF)