Product Information and Offer Disclosures

Tax Preparation Services

File in an Office or a Walmart

Most offices are independently owned and operated.

Drop-off Service

The Drop-off Service (“Drop-off”) is a service provided in connection with paid tax preparation services offered at participating locations. To begin tax prep through the Drop-off service, you must Request a Drop-off folder, complete the form and verify your identity with a Tax Pro at a Jackson Hewitt location. Confirm your follow-up appointment, which will occur after a Tax Pro has reviewed your tax documents and started your tax return. To complete your return, you may opt into our eSignature or return in-store and finalize and sign your tax return. If you choose to use eSignature, you must satisfy Jackson Hewitt’s federally mandated identity verification process to review, verify, and sign your tax return. If you do not satisfy this verification process, we will be unable to process your return through eSignature and you must return in-store to sign your tax return. Services may vary slightly by location. Most offices are independently owned and operated.

Extension Filing

A partial deposit for the cost of your tax filing may be required when filing the extension. To avoid IRS penalties or interest, it may be advisable to pay any taxes owed when filing your extension. Most offices are independently owned and operated.

IRS Audit Assistance

If you receive an audit notice from the IRS on a return that we prepared, contact your Jackson Hewitt office and we will explain to the IRS how your tax return was prepared. Jackson Hewitt cannot act as your legal counsel, financial advisor, or otherwise represent you in connection with an IRS audit. Valid at participating locations only. Most offices are independently owned and operated.

Lifetime Accuracy Guarantee

With our Lifetime Accuracy Guarantee (“Accuracy Guarantee”), if an error is made in the preparation of your Covered Tax Return (as defined below), you are entitled to reimbursement of penalties and interest imposed by the applicable tax authority (and not any additional taxes owed or reduction in an expected refund) during your lifetime in connection with the Covered Tax Return, up to an aggregate limit of $20,000. “Covered Tax Return” means the annual Federal (excluding non-resident), state or local tax return that was prepared by Jackson Hewitt Tax Services or its Franchisee (not applicable to “Jackson Hewitt Online”) and filed on or prior to the applicable annual IRS deadline or, if the filing date is properly extended, the IRS extension deadline. To submit a valid claim, you must: (a) notify the Jackson Hewitt Tax Services office through which your in-store return was filed (“Jackson Hewitt Office”) in writing or in person within 30 days of the date set forth in the first written notice you receive from the applicable tax authority concerning your Covered Tax Return (and promptly at any time you otherwise discover any error in connection with your Covered Tax Return) (a “Claim”); (b) provide copies of all documents related to the Claim or otherwise requested (including any letters from the tax authority and all documentation supporting your tax return); (c) allow Jackson Hewitt, its Franchisee or its authorized representative to investigate and represent you before the applicable tax authority with respect to the penalty, interest, additional tax or refund shortfall, in any manner appropriate, at the expense of Jackson Hewitt, and (d) cooperate and assist in these efforts (including signing appropriate authorizations). You are solely responsible for paying the applicable tax to the appropriate tax authorit(ies) in a timely fashion, regardless of your eligibility for subsequent reimbursement under this Accuracy Guarantee. Coverage under this Accuracy Guarantee is subject to prior payment in full of tax preparation fees (which are not subject to refund under this Accuracy Guarantee). Failure to comply with these and other conditions instructed by Jackson Hewitt may result in the denial of your Claim. This Accuracy Guarantee does not apply to the following situations (each an “Exclusion”): (i) in the case of a late filed return (except for an approved IRS extension), interest that accrues from the applicable tax filing deadline until the date you file your return; (ii) any officially published tax law changes after January 1, 2024; (iii) your information is incomplete or, insufficient or your provide inaccurate or false information to your Jackson Hewitt Office or to Jackson Hewitt Inc. or its affiliate; (iv) 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; (v) 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); (vi) you failed to timely file the tax return or pay the taxes shown as owing on such return by the applicable due date; (vi) fraud or misrepresentation of any kind, or if you had knowledge of an error at the time you reviewed and accepted the return; (vii) errors caused by software or other technology malfunction; (viii) any reason outside the control of Jackson Hewitt; (ix) errors related to reconciliation of Advance Child Tax Credit; or (x) errors related to the recovery rebate credit from federal Economic Impact Payments (EIP or Stimulus) and/or 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 (“Excluded ACA Service”). This Accuracy Guarantee is 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 via cash, check, or prepaid card. In no event does this Accuracy Guarantee cover additional taxes owed or reduction of a refund. THIS PARAGRAPH DESCRIBES THE LIMIT OF JACKSON HEWITT’S ENTIRE RESPONSIBILITY, OBLIGATIONS AND LIABILITY FOR THE ACCURACY GUARANTEE 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 Guarantee (Biggest Refund Guarantee)

If you are entitled to a federal refund on a Covered Tax Return (as defined below) that is larger than what was determined by Jackson Hewitt at the time the Covered return was submitted to the IRS, Jackson Hewitt will refund the tax preparation fees paid for that Covered return (excluding other product and service fees) and provide an additional $100 (the “Maximum Refund Guarantee”). All payments made under this guarantee will be made directly to the primary taxpayer on the Covered Tax Return via cash, check, or prepaid card. “Covered Tax Return” means a Federal (excluding non-resident) tax return for the 2023 tax year that was prepared by Jackson Hewitt Tax Services or its Franchisee (not applicable to “Jackson Hewitt Online”) and filed on or prior to the annual IRS deadline or, if the filing date is properly extended, the IRS extension deadline. 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 (a) you must notify the Jackson Hewitt Tax Services 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 by the annual IRS deadline for the year of your tax return (and promptly at any time you otherwise discover any error in connection with your Covered Tax Return) (a Claim”); (b) file an amended return with Jackson Hewitt Tax Office by the annual IRS deadline for the year of your tax return or, if the filing date is properly extended, the IRS extension deadline. The refund amount determined in the amendment must be larger than the refund amount determined in the Covered Tax Return. Same tax facts must apply to the amended return as determined by Jackson Hewitt. Call 800-234-1040 with any questions or to dispute a determination of your Claim as rendered by Jackson Hewitt Office. In no event does this Maximum Refund Guarantee cover additional taxes owed. Most locations are independently owned and operated. THIS PARAGRAPH DESCRIBES THE ENTIRE LIMIT OF JACKSON HEWITT’S RESPONSIBILITY, OBLIGATIONS AND LIABILITY WITH RESPECT TO THE MAXIMUM REFUND GUARANTEE 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 THAN THAT WHICH YOU OTHERWISE MAY HAVE BEEN ENTITLED.

Promotions

Walmart

Jackson Hewitt Tax Service is not affiliated with Walmart Inc., Wal-Mart Stores Arkansas, LLC, Walmart.com or any of their affiliates. Walmart Inc., Wal-Mart Stores Arkansas, LLC, Walmart.com and their affiliates do not endorse or sponsor Jackson Hewitt's services, products, or activities.

See www.walmart.com/giftcardtermsandconditions for complete gift card terms and conditions.

Refer-a-Friend^®

Referral reward paid for each new eligible client (an individual who has not filed a 2021 or 2022 tax year return with Jackson Hewitt) who has their 2023 tax return prepared and filed with Jackson Hewitt. New clients must present referral certificate at time of tax preparation. Reward(s) must be claimed within 180 days of eligibility. Valid at participating locations only – not valid online. Employees and their families are not eligible for this offer. $40 referral rewards valid for new clients filing until 1/31/24. $20 offer valid 2/1/24 – 10/16/24. Most offices are independently owned and operated.

Refund Recheck

Not all tax return reviews will result in additional money from a taxing authority. Valid for returns filed within the last year. Fees apply to file a corrected or amended return. Most offices independently owned and operated.

Great Paycheck Giveaway

NO PURCHASE NECESSARY TO ENTER OR WIN. Purchasing does not improve your chances of winning. The Great Paycheck Giveaway Sweepstakes is open to legal residents of the 50 United States, including the District of Columbia, age 18 or older at the time of entry and who have completed the sweepstakes entry form at jacksonhewitt.com within the promotion period (11/1/23 - 12/31/23). The Sweepstakes consists of two (2) monthly drawings beginning on 12/7/2023. Grand prize winners will each receive $2,500. Odds of winning depend on the number of eligible entrants per drawing period. For full Official Rules and entry methods, prize details, other eligibility requirements, and restrictions, visit www.jacksonhewitt.com/legal/great-paycheck-giveaway/ Sponsor: Jackson Hewitt Inc., 10 Exchange Place, 27th Floor, Jersey City, NJ 07302

Double Your Refund Sweepstakes

NO PURCHASE NECESSARY TO ENTER OR WIN. Purchasing does not improve your chances of winning. The Double Your Refund Sweepstakes is open to legal residents of the 50 United States, including the District of Columbia, age 18 or older at the time of entry and who have filed their federal tax return within the promotion period (1/2/24 - 4/15/24). The Sweepstakes consists of 15 weekly drawings beginning on 1/18/2024 and one (1) Additional Drawing at the conclusion of the last weekly drawing period. Grand Prizes (refund match amounts) are capped at $10,000 per winner. Grand prize winners will receive a minimum of $1,500. Filing your taxes with Jackson Hewitt automatically enters you in the weekly sweepstakes drawing applicable to the period during which you filed your return, as well as the Additional Drawing. Odds of winning depend on the number of eligible entrants per each drawing period and overall entries for the Additional Drawing. For full Official Rules containing alternate methods of entry, weekly drawing periods, prize details, other eligibility requirements, and restrictions, visit www.jacksonhewitt.com/sweepstakes. Sponsor: Jackson Hewitt Inc., 10 Exchange Place, 27th Floor, Jersey City, NJ 07302

Walmart Associates

May not be combined with any other offer, discount or promotional price. Offer valid 12/11/23 – 10/15/24 on tax preparation fees only and on no other product or service. Not applicable for Jackson Hewitt Online. Must have a Walmart W-2 or show proof of current employment with Walmart. Most offices are independently owned and operated.

Jackson Hewitt Online

Jackson Hewitt Online 100% Accuracy Guarantee

If you have to pay interest or penalty charges to the IRS due to an error in Jackson Hewitt Online's software, we'll pay it for you. Jackson Hewitt® warrants only to its registered users the accuracy of every form prepared using the Service. Jackson Hewitt guarantees its tax calculations as described in this Agreement. The term "Calculations" is defined to mean the numerical addition, subtraction or multiplication of numbers, and related automatic features that select numbers from tax tables. Calculations do not include any instance where a taxpayer can make a decision to substitute a number for the one automatically computed by the program, and Jackson Hewitt is not responsible for changes in tax law made by the Congress during tax season. We will pay any IRS penalties and/or interest resulting from an error in Jackson Hewitt's Online software program's calculations. You are responsible for notifying Jackson Hewitt promptly of any change in your email so that notices of necessary updates or corrections to remedy any errors can be provided by Jackson Hewitt. You are responsible to notify Jackson Hewitt within 10 days of receipt of any notice of errors and/or interests and penalties from any tax authority resulting from your use of the Service. If the tax return can be amended to avoid or reduce your penalties and/or interests, you must file it on your own to limit further penalties and interest. We are not responsible for any interests and penalties resulting from your failure to enter all required information accurately, your willful or fraudulent omission or inclusion of information on your tax return, your misclassification of information on your tax return, your failure to notify Jackson Hewitt of your change of email address, or your failure to file an amended return to avoid or reduce your penalties and/or interests after receipt of such notice. If you believe such a calculation error occurred and you have complied with the above conditions, please notify Jackson Hewitt in writing at Jackson Hewitt Inc., Attention - Client Care, 501 N. Cattlemen Road, Suite 300, Sarasota, FL 34232 as soon as you are aware of the error. You must include a copy of the IRS notice, a hard copy of the tax return, and your online username. The filing of such a claim shall constitute your authorization for Jackson Hewitt to obtain and review any copy and/or transcript of your tax return and any data files that may be in Jackson Hewitt's possession or control in order to evaluate your claim. You are responsible for paying any additional tax liability you may owe, and providing assistance and additional information as reasonably requested by Jackson Hewitt.

Jackson Hewitt Online Maximum Refund Guarantee

If you get a larger refund or smaller tax bill somewhere else, we'll refund your federal return fees with Jackson Hewitt Online. If you are entitled to a larger refund amount or must pay a smaller tax due amount using another tax preparation method other than Jackson Hewitt Online, then we will refund to you the applicable tax preparation fees paid by you for the Jackson Hewitt Online product/package you filed with (other product and service fees excluded). To qualify, the larger refund or smaller tax due cannot be attributed to variations in data you provided for tax preparation or for positions taken by you that are contrary to the law. 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, 2024 and submit your claim no later than October 15, 2024 with proof that the IRS accepted the positions taken on the amended return. This guarantee cannot be combined with the Satisfaction Guarantee.

Jackson Hewitt Online Satisfaction Guarantee

If you are not 100% satisfied with Jackson Hewitt Online, we'll refund your tax preparation fees. If you are not 100% satisfied with Jackson Hewitt Online, we will refund your tax preparation fees. Printing or electronically filing your return reflects your satisfaction with Jackson Hewitt Online.

Jackson Hewitt Online Transparent Pricing Guarantee

You’ll pay tax prep fees of no more than $25 when you file with Jackson Hewitt Online, or we’ll refund your tax preparation fees. Regardless of the complexity of your tax return or the number of states in which you must file, you are guaranteed to pay no more than $25 total tax prep fees ($25 federal, $0 states) when you file your own taxes with Jackson Hewitt Online or your tax prep fees back. Guarantee applies only to tax prep fees and does not include additional add-on services such as eCollect or Protection Plus fees. See Jackson Hewitt Online Service Agreement for full details.

Tax Resolution Services

Jackson Hewitt offers professional tax representation services to resolve client tax issues with the IRS and state taxing authorities. Specific outcomes are based on each client’s facts and circumstances, and IRS and state taxing agency rules and regulations. As such, we do not guarantee any particular result with the IRS or any state agency, nor do we guarantee obtaining any result within any particular period of time. Tax resolution services are subject to you promptly providing us, the IRS, and/or any state agency with all of the information, documentation, and any other materials necessary to perform the services, which must be true, correct, and complete. We reserve the right to limit, restrict, or prohibit the provision of any tax resolution services to any person or in any location. Void where prohibited. Tax Resolution Services are not available in: Minnesota and New Hampshire. For clients in Illinois with state tax issues, Jackson Hewitt does not provide the state offer in compromise service.

See Tax Resolution Terms and Conditions for full details.

Financial Products and Additional Services

Early Refund Advance

Early Refund Advance available to individuals who apply for a No Fee Refund Advance. No Fee Refund Advance application requires ﬁling your taxes with Jackson Hewitt beginning January 2nd.

The Early Refund Advance (“ERA”) is a loan secured by and paid back with your tax refund and is offered by Republic Bank & Trust Company, Member FDIC, to eligible taxpayers that apply for a No Fee Refund Advance from 12/11/23-1/14/24. ERA loan amounts are determined by your expected Federal refund less authorized fees and underwriting. If approved for an ERA, a Finance Charge will apply. Loan amounts available are $100, $300, $500, and $1,000. To be eligible for the $1,000 ERA, your expected Federal refund less authorized fees must be at least $2,600, and most approved applicants get $500. ERA is subject to underwriting and approval. Loan proceeds are typically available within same day of approval if disbursed on a prepaid card offered at Jackson Hewitt offices or in 1-5 business days with direct deposit. Terms and restrictions apply. Ask a tax pro for more info about the cost and timing of all filing and product options. Jackson Hewitt is a Rhode Island Licensed Loan Broker and holds other relevant licenses for the locations where this product is offered. Finance Charges are not applicable in all locations.

No Fee Refund Advance

The No Fee Refund Advance (“NFRA”) is a loan secured by and paid back with your tax refund and is offered by Republic Bank & Trust Company, Member FDIC, to eligible taxpayers. NFRA Loan amounts are determined by your expected Federal refund less authorized fees and underwriting. Requires filing your taxes with Jackson Hewitt. Available 1/2/24 through 2/11/24. Loan amounts available are $250, 500, $750, $1,000, $1,500, $2500, $3,500, $4,500, and $6,500. To be eligible for the $6,500 NFRA, your expected Federal refund less fees must be at least $6,600. No loan fee applies. Loan proceeds available within same day of approval if disbursed on a prepaid card offered at Jackson Hewitt offices or in 1-5 business days with direct deposit. Terms and restrictions apply. Ask a tax pro for more info about the cost and timing of all filing and product options.

Money Today Guarantee

The Money Today Guarantee is only available to clients who (i) are approved for an Early Refund Advance loan; (ii) elect and are eligible to receive loan funds on a prepaid card offered at Jackson Hewitt offices. Loan application must be submitted by 11pm local time. If funds are not credited to your card before 12am local time, Jackson Hewitt will credit $50 within 2 weeks to your card if available or provide you a $50 eGift card. Fees, terms and conditions apply to the prepaid card.

Serve^® American Express^® Card

Serve® American Express® Prepaid Debit Accounts (“Serve Prepaid Debit Accounts”) are available to U.S. residents who are over 18 years old only (or 19 in certain states) and for use virtually anywhere American Express Cards are accepted worldwide, subject to verification. Fees apply. Other eligibility and restrictions apply. For complete details please visit serve.com/legal to view the applicable Consumer User Agreement for each Serve Prepaid Debit Account.

Serve Prepaid Debit Accounts and cards are issued by American Express Travel Related Services Company, Inc., 200 Vesey Street, New York, NY 10285. American Express Travel Related Services Company, Inc. is licensed as a money transmitter by the New York State Department of Financial Services. NMLS ID# 913828. Click here for information about addressing complaints regarding American Express’s money services business, lists of American Express’s money services business licenses and other disclosures.

Assisted Refund

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 AR fee and other fees apply. AR provided and processed by Republic Bank & Trust Company, Member FDIC. Checks may be issued if you opt to receive an Assisted Refund. Your assisted refund check will be directly mailed to the address on file and may take an additional 3-5 days for delivery. Disbursement Fee of $0 - 15 may apply. Ask a Tax Pro for details and refund options with no additional cost.

The AR Fee is $54.95. For offices offering the Refund Advance product in Illinois, the AR Fee is $0.00 until 2/11/24, after this date it will be $54.95. For Jackson Hewitt Online Tax Pro customers in Illinois the AR fee will be charged regardless of time of filing. Most offices independently owned and operated.

Worry-Free Guarantee Tax Protection

Lifetime Accuracy Guarantee® is included at no additional cost with paid tax preparation. Fees apply for Worry-Free Guarantee Tax Protection. Tax Pros can provide more details.

Worry-Free Guarantee Tax Protection provided by Jackson Hewitt: Includes Audit Security Services. If you: (1) receive a tax refund or refund adjustment notice from the Internal Revenue Service or a state taxing authority (collectively, a “Tax Authority”) that is smaller than the refund amount set forth on your Covered Tax Return (defined below), and/or (2) are required by a Tax Authority to pay a tax liability in excess of the amount set forth on your Covered Tax Return, then Jackson Hewitt Inc. and/or its affiliate (“Jackson Hewitt”) will reimburse you for the net amount of such refund shortfall and/or additional tax liability as the case may be (a “Claim Payment”), up to a cumulative total of $5,000 (“Cap”). Coverage will be effective through the life of the Covered Tax Return (i.e., until the applicable Federal and/or State statute of limitation for the Covered Tax Return). Any Claim Payment may be (i) reduced to take into account the net effect of any refund to which you are entitled from the applicable Tax Authority following our claim processing, or (ii) increased by the estimated amount of any tax you may owe on the Guarantee Claim Payment amount. Worry-Free Guarantee Tax Protection will become void if payment for such service is not received within 60 days of the date on the Worry-Free Guarantee Tax Protection Customer Agreement (the “Agreement”).

“Covered Tax Return” means the Federal (excluding non-resident), state, and/or local tax return(s) for the tax year stated on the Worry-Free Guarantee Tax Protection Customer Agreement prepared by a Jackson Hewitt tax preparer and dated the same date of the Agreement. Reimbursement under the Worry-Free Guarantee Tax Protection does not include penalties and interest. Coverage exclusions apply.
Audit Security Services: If a Tax Authority audits the accuracy of a Covered Tax Return (an “Audit”), Jackson Hewitt and/or its service provider will: (i) evaluate the Tax Authority notification letter related to the Audit; (ii) explain the Audit requirements and available options to you; (iii) provide document review, consultation and organization related to the Audit; (iv) draft letters and other necessary correspondence with the Tax Authority as appropriate; and (v) assist with telephone communication with the Tax Authority agent for explanations and discussions during the audit process.

The Agreement and the benefits under Worry-Free Guarantee Tax Protection are not transferable and are subject to additional terms and conditions. See the Worry-Free Guarantee Tax Protection Customer Agreement for full terms and conditions, including coverage exclusions and claims process requirements.

Identity Theft Protection

Identity Theft Protection services are only available to the primary taxpayer identified on a covered tax return with a valid Social Security number.
Identity Theft Protection is provided by ID Watchdog® Core Monitoring from Equifax. “Identify Theft” is when your name, address, social security number, debit card, credit card or certain other personally identifiable information (“PII”) is stolen, lost, or otherwise used without your knowledge or approval to commit crimes or other fraud in the United States of America. These services will begin approximately 3 business days following the acknowledgment of your filed tax return by the applicable taxing authority and will automatically terminate on April 30, 2025. In order to receive all the benefits of the Identity Theft Protection services, you must register via the online portal and provide full and accurate personal information.

Your purchase and use of the Identity Theft Protection services is governed exclusively by the ID Watchdog Terms of Use at https://www.idwatchdog.com/terms

Jackson Hewitt Corporate

Tax Courses

Enrollment in, or completion of, the Jackson Hewitt Fundamentals of Tax Preparation Course is neither an offer nor a guarantee of employment by Jackson Hewitt or any independently owned and operated franchise location. Additional training, experience or skills may be required. Enrollment restrictions and other state restrictions may apply. Cost varies by location. Valid at participating locations only. Void where prohibited.

Tax Pro Recruiting

Most Jackson Hewitt locations are operated by independent franchisees who are independent employers, and set their own employment policies and practices. Franchisees are the exclusive employer of their employees and as such are solely responsible for all employment-related matters and decisions in their locations. Jackson Hewitt does not control the independent franchisees’ employment policies and practices and does not employ those working at franchised locations. Jackson Hewitt and its franchisees are equal opportunity employers, each independently committed to maintaining diverse and inclusive workforces.

Franchise Sales

This information is not intended as an offer to sell, or the solicitation of an offer to buy, a franchise. It is for information purposes only. Currently, the following states regulate the offer and sale of franchises: California, Hawaii, Illinois, Indiana, Maryland, Michigan, Minnesota, New York, North Dakota, Rhode Island, South Dakota, Virginia, Washington and Wisconsin. If you are a resident of one of these states, we will not offer you a franchise unless and until we have complied with applicable pre-sale registration and disclosure requirements in your jurisdiction.