This policy explains when we refund what you have paid. It forms part of our Terms of Service. Where the two differ, this policy governs anything to do with refunds.
1. Before your forms are generated
You pay at the point you generate your completed forms, not before. Up to that moment nothing has been charged, so there is nothing to refund. You can leave a draft filing unfinished for as long as you like at no cost.
2. After your forms are generated
Once your Form 5472 and pro forma 1120 have been generated, the work has been performed and the fee is non-refundable. The forms are yours permanently and you can re-download them as many times as you want.
This is not a blanket refusal. If the forms we produced are wrong because of an error on our side:
- tell us and we will correct them at no charge
- if we cannot correct them, we refund the fee for the affected filing in full
Being unable to produce a usable filing is our failure, not yours.
3. What is not a refundable error
The forms are prepared from the information you enter. We do not refund because:
- the information you entered was incorrect or incomplete
- your circumstances changed after filing
- the IRS does not grant penalty relief, which no preparer can guarantee
- you decided you no longer needed to file
For a typo in your own details, you do not need a refund. You can correct a paid filing and regenerate it as many times as you need, at no charge, right up until it is transmitted to the IRS. Re-downloads are always free.
Two things are fixed rather than correctable. The company and tax year you paid for are locked at payment, because they are what you bought; if those are wrong, contact us at support@filetax.co. And once a filing has been successfully faxed to the IRS it becomes read-only, because the pages the IRS holds and a regenerated package would no longer be the same document. A failed transmission does not lock anything.
4. IRS fax transmission
The $9 fax fee is covered by its own guarantee:
- if a transmission fails, we retry automatically, at least twice
- if every attempt fails, we refund the $9 in full, without you having to ask
- the transmission receipt is stored against your filing and stays re-downloadable
- if you added fax delivery to a filing you had already paid for, and you never send the fax, the $9 is refundable on request
How the fee itself works:
- fax delivery can be added at any time from your filing page, including after you have paid for the filing and downloaded your package
- it is charged once for the whole filing, however many tax years it covers
- it is never sold on its own
A transmission receipt is proof that the IRS received the fax. It is not proof that the IRS has accepted or processed your filing, and no preparer can give you that. We do not refund the fee because of how the IRS later treats a filing that was successfully transmitted.
5. Reasonable cause letters
The reasonable cause letter is an argument for penalty relief, generated from a framework written by a practising U.S. CPA and populated with your filing details and the circumstances you select. It does not include an individual CPA review of your filing.
- whether the IRS grants relief is the IRS's decision and cannot be promised by anyone
- the fee pays for preparing the letter, so it is not refundable based on the outcome
- if the letter itself is defective, section 2 applies
6. Duplicate and accidental charges
These are refunded in full whenever we find them or you report them:
- duplicate charges
- charges for a filing you did not generate
- any other charge taken in error
Contact us and we will trace it.
7. How to request a refund
Email support@filetax.co and tell us:
- the email address on your account
- the tax year in question
You do not need a reference number. What happens next:
- we aim to reply within two business days
- an approved refund goes back to the original payment method within ten business days
- your bank may take longer than that to show it
8. Your statutory rights
Nothing in this policy removes any right you have under the consumer law of the country you live in. Where that law gives you more than this policy does, that law applies.
9. Questions
Anything unclear, ask before you pay: support@filetax.co.