Filing taxes late?

Terms & Conditions

100% Accuracy Guaranteed: With our 100% Accuracy Guarantee, if there is an error preparing your return, your local office will cover penalties and interest. You must: (a) notify your local office in writing or in person within 30 days of the date set forth in the first letter you receive from any taxing authority concerning your covered tax return (and promptly at any time you otherwise discover any error); (b) provide copies of all documents related to the claim or otherwise requested (including any letters from a taxing authority and all documentation supporting your tax return); and (c) allow an investigation into the penalty, interest, additional tax or refund shortfall, in any manner appropriate, and cooperate and assist in these efforts (including signing appropriate authorizations). You are responsible for paying the appropriate taxing authorities in a timely fashion, regardless of reimbursement, as the case may be. Coverage under the 100% Accuracy Guarantee is subject to payment of tax preparation fees. Coverage under the 100% Accuracy Guarantee does not apply to the following situations (“Exclusions”): (i) you provided incorrect, incomplete or false information; (ii) your tax refund was reduced or not received as a result of a tax lien, judgment, support order, unpaid student or government-related loans, back taxes, or any other collection activity; (iii) you are unable to substantiate a deduction, credit, or other position taken on the covered tax return (whether it be a failure to produce sufficient documentation or otherwise); (iv) you failed to timely file the tax return or pay the taxes shown as owing on such return; (v) fraud; and/or (vi) for Affordable Care Act (ACA) tax preparation and related ACA services and/or (vi) for Affordable Care Act (ACA) tax preparation and/or related ACA services (collectively “ACA Services”), or for any changes in income from the prior year(s) and reconciled in the current tax year that may affect the Premium Tax Credit advance for which the taxpayer was eligible to receive, or for income estimates made in any tax year that may affect any tax year reconciliation process in Form 8962 Premium Tax Credit (collectively “Excluded ACA Services”). The only ACA Services included are Line 61-Form 1040, Line 38-Form 1040A, Line 11-Form 1040EZ, Form 8962–Premium Tax Credit (but not for Excluded ACA Services), and Form 8965-Health Coverage Exemptions. Void if you refile with another tax preparation. Valid at participating locations only.

Referral paid for each new client only. A new client did not file 2015 tax year return at Jackson Hewitt. Certificate must be presented in conjunction with paid tax preparation. Valid at participating locations only.

Maximum Refund Guaranteed: Maximum refund guaranteed or your tax preparation fee back. If you are entitled to a larger refund, we'll refund the tax preparation fees paid to us for that filed return (other product and service fees excluded). Federal returns only. Same tax facts must apply. You must file an amended return with another paid tax preparation company and/or online provider by April 18, 2017 and submit your claim no later than October 15, 2017 with proof that the IRS accepted the positions taken on the amended return.

An Assisted Refund (AR) permits payment of tax preparation and other fees with your refund upon completion of services. It is not a loan. Bank or Servicer’s AR fee and other fees apply. AR provided and processed by Republic Bank & Trust Company, Member FDIC or provided by Santa Barbara Tax Products Group, LLC using banking services of Civista Bank, Member FDIC. Ask a Tax Pro for details and refund options with no additional cost. Valid at participating locations only.

Worry-Free Gold Guarantee: If a taxing authority notifies you of a tax return error, contact Jackson Hewitt and, present your Gold Guarantee Certificate. Resolution may include reimbursement for any additional tax liability or reduction in your refund amount up to $5,000. Fees, terms and conditions apply. You must: (a) notify your local office in writing or in person within 30 days of the date set forth in the first letter you receive from any taxing authority concerning your covered tax return (and promptly at any time you otherwise discover any error); (b) provide copies of all documents related to the claim or otherwise requested (including any letters from a taxing authority and all documentation supporting your tax return); and (c) allow an investigation into the penalty, interest, additional tax or refund shortfall, in any manner appropriate, and cooperate and assist in these efforts (including signing appropriate authorizations). You are responsible for paying the appropriate taxing authorities in a timely fashion, regardless of reimbursement, as the case may be. Gold Guarantee coverage is subject to payment for the Gold Guarantee. Coverage under the Gold Guarantee does not apply to the following situations (“Exclusions”): (i) you provided incorrect, incomplete or false information; (ii) your tax refund was reduced or not received as a result of a tax lien, judgment, support order, unpaid student or government-related loans, back taxes, or any other collection activity; (iii) you are unable to substantiate a deduction, credit, or other position taken on the covered tax return (whether it be a failure to produce sufficient documentation or otherwise); (iv) you failed to timely file the tax return or pay the taxes shown as owing on such return; (v) fraud; and/or (vi) for Affordable Care Act (ACA) tax preparation and related ACA services and/or (vi) for Affordable Care Act (ACA) tax preparation and/or related ACA services (collectively “ACA Services”), or for any changes in income from the prior year(s) and reconciled in the current tax year that may affect the Premium Tax Credit advance for which the taxpayer was eligible to receive, or for income estimates made in any tax year that may affect any tax year reconciliation process in Form 8962 Premium Tax Credit (collectively “Excluded ACA Services”). The only ACA Services included are Line 61-Form 1040, Line 38-Form 1040A, Line 11-Form 1040EZ, Form 8962–Premium Tax Credit (but not for Excluded ACA Services), and Form 8965-Health Coverage Exemptions. Additional requirements apply for Gold Guarantee. Refer to the Gold Guarantee Certificate for details. The Gold Guarantee is available at participating locations only and is not available in all states. You must have a valid Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) to purchase the Gold Guarantee. Additional requirements apply for Gold Guarantee. Refer to the Gold Guarantee Certificate for details. The Gold Guarantee is available at participating locations only and is not available in all states. You must have a valid Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) to purchase the Gold Guarantee. Void if you refile with another tax preparation company. Valid at participating locations only.

Jackson Hewitt cannot act as your legal counsel, financial advisor, or otherwise represent you in connection with an audit. Ask a Tax Pro for details. Valid at participating locations only.

Fees, terms and conditions apply for Audit Security Gold Guarantee^SM. To access these services, you must: (i) Contact the IRS (with the assistance of Jackson Hewitt and/or its contractors) per the audit notice received to request an extension of the deadline for responding; (ii) Notify Jackson Hewitt and/or its contractors of any IRS correspondence or notice regarding the return within 15 days from the date of such notice along with a complete copy of the return; (iii) Provide Jackson Hewitt and/or its contractors any further assistance or documents as requested that support claims made on the return; (iv) Pay the Audit Security Gold Guarantee fee. You agree that: (i) You have read this Agreement carefully and accept the terms and conditions; (ii) These services can be used only for your personal benefit; (iii) The Audit Security Gold Guarantee is not insurance; (iv) You have truthfully provided correct, accurate and complete information to the Jackson Hewitt Tax Pro who prepared your return; (v) Failure to comply with procedure and strategy actions recommended by your program case manager may result in an IRS ruling unfavorable to you; (vi) Failure or refusal to comply with requests or instructions from the IRS during an audit may result in adverse actions taken by the IRS to your detriment; (vii) Jackson Hewitt Inc. and its contractors will not be held responsible for the outcome of an audit and reserve the right to cease providing services when reasonably warranted; (viii) Your specific information, including all information that you disclosed to your Jackson Hewitt Tax Pro or has been included on your return, may be disclosed by Jackson Hewitt Inc. to its contractors and used by Jackson Hewitt Inc. and its contractors in a manner consistent with this Agreement; (ix) You forever release, acquit and discharge Jackson Hewitt Inc. and its contractors and their employees, agents and affiliates from any and all liabilities, claims, demands, actions, and causes of action that you or your legal representative(s) may have by reason of any monetary damage or personal injury sustained as a result of or during the cause of the use of any and all services.

Exclusions: (i) Non-Resident federal returns; (ii) Returns other than individual 1040 returns including, but not limited to, corporate, partnership, trust, estate, gift and employment returns; (iii) Returns in which you had knowledge of additional taxes owed as of the date you enrolled in the Audit Security Gold Guarantee program; (iv) Local city and county returns; (v) Returns that have become subject to IRS criminal investigations; (vi) IRS inquiries and/or audits resulting from a change in the interpretation of the tax law that occurs after the return was prepared; (vii) IRS inquiries related to foreign income, flow-through entities (partnerships and S-corporations as reported on Schedule K), court awards and damages, bartering income, cancelled debt, estate and gift tax; (vii) IRS inquiries related to the following credits: Foreign tax credit, Plug-in electric vehicle credit, Residential energy efficient property credit, Mortgage interest credit, Credit to holders of tax credit bonds, Health coverage tax credit, “Credit” for prior year minimum tax, “Credit” for excess Social Security tax or railroad retirement tax withheld. Due to a lack of clarity from the IRS on the Affordable Care Act (ACA), we may not be able to assist with all IRS inquiries and audits related to the ACA.

The Audit Security Gold Guarantee is not available in Tennessee or Hawaii. New Hampshire Residents Only: In the event you do not receive satisfaction under the Audit Security Gold Guarantee, you may contact the New Hampshire Insurance Department at 21 South Fruit Street, Suite 14, Concord NH 03301 or 603-271-2261.