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Terms & Conditions

100% ACCURACY GUARANTEE:

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. Guarantee does not apply to the following situations (“Exclusions”): (i) you provided incorrect, incomplete or false information to your local Jackson Hewitt Office or to Jackson Hewitt Inc.; (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; (vi) for errors caused by software or other technology malfunction; and/or (vii) 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 of the Schedule 4, 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.

MAXIMUM REFUND GUARANTEE

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 15, 2019 and submit your claim at the Jackson Hewitt office where your taxes were filed no later than October 14, 2019 with proof that the IRS accepted the positions taken on the amended return. Call 800-234-1040 with any questions.

With our Lifetime Accuracy Guarantee (this “Guarantee”), if an error is made by your Jackson Hewitt Tax Service tax preparer in the preparation of your Covered Tax Return (defined below), you are entitled to reimbursement of penalties and interest imposed by the applicable tax authority during your lifetime in connection with the Covered Tax Return, up to an aggregate limit of $20,000. “Covered Tax Return” means a Federal (excluding non-resident), state and local tax return for the 2019 tax year that was prepared by a Jackson Hewitt Tax Service tax preparer (not applicable to “Jackson Hewitt Online”) and filed on or prior to July 15, 2020 or, if the filing date is properly extended, October 15, 2020, for which no Exclusion (defined below) applies. In order to submit a valid claim, you must: (a) notify the Jackson Hewitt Tax Service office through which your in store return was filed (“Jackson Hewitt Office”) in writing or in person or, if your return was prepared with assistance through our virtual platform, notify a client service representative in the manner provided through the virtual platform, in either case within 30 days of the date set forth in the first notice you receive from any tax authority concerning your Covered Tax Return (and promptly at any time you otherwise discover any error in connection with your Covered Tax Return); (b) provide copies of all documents related to the claim or otherwise requested (including any letters from a tax authority and all documentation supporting your tax return); and (c) allow an investigation into, and representation before the applicable tax authority with respect to, the penalty, interest, additional tax or refund shortfall, in any manner appropriate, at the expense of your Jackson Hewitt Office, and cooperate and assist in these efforts (including signing appropriate authorizations). You are solely responsible for paying the appropriate tax authorit(ies) in a timely fashion, regardless of your eligibility for subsequent reimbursement under this Guarantee. Coverage under this Guarantee is subject to prior payment in full of tax preparation fees (which are not subject to refund under this Guarantee). Failure to comply with all conditions may result in the denial of your claim. This Guarantee does not apply to the following situations (each an “Exclusion”): (i) in the case of a late return, interest that accrues from July 15, 2020 until the date you file your return; (ii) you provided incorrect, incomplete or false information to your Jackson Hewitt Office or to Jackson Hewitt Inc. or its affiliate; (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 government offset or 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 by the due date; (v) fraud or misrepresentation of any kind, or if you had knowledge of an error at the time you reviewed and accepted the return; (vi) errors caused by software or other technology malfunction; (vii) any reason outside the control of Jackson Hewitt and/or (viii) 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. Void if you refile with another tax preparation company. All payments made hereunder will be made directly to the primary taxpayer on the Covered Tax Return. In no event does this Guarantee cover additional taxes owed. THIS PARAGRAPH DESCRIBES THE LIMIT OF JACKSON HEWITT’S LIABILITY AND YOUR SOLE AND EXCLUSIVE REMEDY FOR ANY ERRORS OR OMISSIONS IN YOUR COVERED TAX RETURN CAUSED BY JACKSON HEWITT. Coverage shall be determined in the sole judgment of Jackson Hewitt. Most locations are independently owned and operated.

Maximum Refund Guaranteed: Maximum federal refund guaranteed or your tax preparation fee back, plus an additional $100. If you are entitled to a larger federal refund on a Covered Tax Return (defined below), we'll refund the tax preparation fees paid to us for that filed return (other product and service fees excluded), and provide you with an additional $100. “Covered Tax Return” means a Federal (excluding non-resident) tax return for the 2019 tax year that was prepared by a Jackson Hewitt Tax Service tax preparer (not applicable to “Jackson Hewitt Online”) and filed on or prior to July 15, 2020. All payments made hereunder will be made directly to the primary taxpayer on the Covered Tax Return via cash, check or prepaid card. In order to submit a valid claim you must file an amended return with another paid tax preparation company and/or online provider by July 15, 2020 and submit written proof no later than October 14, 2020 that the IRS accepted the positions taken on the amended return, to the Jackson Hewitt Tax Service office through which your in store return was filed (“Jackson Hewitt Office”) or, if your return was prepared with assistance through our virtual platform, notify a client service representative in the manner provided through the virtual platform. Same tax facts must apply as determined by Jackson Hewitt. Call 800-234-1040 with any questions. In no event does this Guarantee cover additional taxes owed. Most locations are independently owned and operated. THIS PARAGRAPH DESCRIBES THE LIMIT OF JACKSON HEWITT’S LIABILITY AND YOUR SOLE AND EXCLUSIVE REMEDY FOR ANY ERRORS OR OMISSIONS IN YOUR COVERED TAX RETURN CAUSED BY JACKSON HEWITT THAT RESULTED IN A LOWER TAX REFUND TO WHICH YOU OTHERWISE MAY HAVE BEEN ENTITLED.