Intuit Consumer Group Privacy Statement

YOUR CHOICES

Please click header to expand subject

Your Choices

You can update or correct your contact information by calling us at (800) 4-INTUIT.

You may control the use of your contact information for promotional, marketing, or survey-related communications by specifying your contact preferences at https://privacy.intuit.com/cpi/do/home.

To update your Quicken.com e-mail address, sign on to Quicken.com and click on "Account Profile" at the bottom of the page.

To update your Quicken Bill Pay contact information, log on to your account at http://www.quickenbillpay.com, go to the “My Profile” menu and select “Update Your Profile.” You can also call Quicken Bill Pay at 1-877-486-8844.

To change your mobile contact preferences, follow the instructions in your SMS or other mobile message.

You may unsubscribe from our newsletters by using the unsubscribe link provided in the newsletter sent to you.

Communication with Us About Privacy

If you have privacy-related questions that are not addressed here, please contact the Privacy Team at
https://privacy.intuit.com/cpi/do/comments
Or write to us at:
Privacy Team
Intuit Inc.
2800 East Commerce Center Place
Tucson, AZ 85706

ADDITIONAL INFORMATION ABOUT SPECIFIC PRODUCTS OR SERVICES

Intuit Web Payment

Your merchant is using Intuit Web Payment to safely process your payment. This service is provided by Intuit, the maker of QuickBooks, Quicken, and TurboTax; one of the most trusted names in financial software.

When you pay through a Web Payment page, your payment details are encrypted and masked for your protection. Intuit Web Payment adheres to rigorous industry security standards. By using this service you are permitting us to share your payment and shipping information with the merchant. If you provide a valid email address, both you and your merchant receive a transaction receipt by email to confirm payment amounts and ensure order accuracy. If you identify a problem on your receipt, contact your merchant immediately. Your receipt will always include merchant contact information.

Quicken’s Anonymous Usage Statistics

When you choose to participate in this program, we collect basic information about your computer configuration and how you use Quicken. These reports are sent to Intuit to help us improve our products.

These reports generally include information about:

  • Computer configuration, like monitor resolution.
  • Application use, like the features that you use most often.

The data we collect does not contain any personal information and is not used to identify you. It does NOT intentionally contain any contact information like name or address. Your accounts and financial transactions are NOT included.

Paytrust (www.paytrust.com)

Paytrust is a service owned by Intuit Inc. that allows you to manage online payment of your bills. Intuit and Metavante Payment Services, LLC have formed a relationship to make available to you the Paytrust online payment service.

  • Your financial information is transmitted securely over the Internet.
  • When enrolling online in Paytrust, we request your Social Security number and date of birth. This information is necessary to verify your identity.
  • Your date of birth and the last four digits of your Social Security Number may be used to verify your identify and prevent fraudulent use of your account information in the event you contact Customer Service for assistance. This information will also be used to verify critical information about you, including your contact information, in relation to your Quicken Bill Pay service.
  • Bank account information, such as account number, type and routing transit numbers, is used to process your payment and service fees.
  • The Paytrust enrollment page is hosted by a third party, Metavante Payment Services LLC, on our behalf. Metavante is not permitted to use your information for anything other than to provide you the Paytrust services you are requesting. Intuit and Metavante Payment Services, LLC have formed a relationship to make available to you the Paytrust online payment service. This privacy statement discloses the privacy practices of Intuit. For a description of Metavante’s privacy practices, visit http://www.paytrust.com/mvnt_privacy.html.

Quicken Bill Pay (www.quickenbillpay.com)

Quicken Bill Pay is a service that allows you to manage online payment of your bills.

  • Your financial information is transmitted securely over the Internet.
  • When enrolling online for Quicken Bill Pay, we request your Social Security number and date of birth. This information is necessary to verify your identity at the time of enrollment.
  • Your date of birth and the last four digits of your Social Security Number may be used to verify your identify and prevent fraudulent use of your account information in the event you contact Customer Service for assistance. This information will also be used to verify critical information about you, including your contact information, in relation to your Quicken Bill Pay service.
  • Bank account information, such as account number, type and routing transit numbers, is used to process your payment and service fees. Your information is transmitted securely.
  • The Quicken Bill Pay enrollment page is hosted by a third party, Metavante Payment Services LLC, on our behalf. Metavante is not permitted to use your information for anything other than to provide you the Quicken Bill Pay services you are requesting. Intuit and Metavante Payment Services, LLC have formed a relationship to make available to you the Quicken Bill Pay online payment service. This privacy statement discloses the privacy practices of Intuit. For a description of Metavante’s privacy practices, see https://web.quickenbillpay.com/csp/ws/QUICKEN/html/MVNT_PaymentPrivacy.html.

Quicken.com Investing Center

To use the Investing Center you must be a registered user of a currently supported version of Quicken software and you must have a Quicken.com member name and password. When registering, we verify your member name, password and Quicken software version year to allow you access to Quicken.com services.

QuickReceipts

QuickReceipts is a service, offered in limited geographical areas, that allows you to organize and categorize your individual purchases from each participating merchant.

  • As part of registration, we collect the associated “loyalty” or identifying number you have with your selected merchants.
  • When you make a purchase, you provide your “loyalty number” or similar identifier to the merchant. The merchant transmits the transaction information to Intuit. Intuit uses the loyalty number within the transaction records to make the information available for you to organize and categorize.
  • Each merchant will be able to view purchases you made with them. The merchants may make special offers available to you based on your purchases with that merchant.
  • Transaction data is sent to Intuit securely.

TURBOTAX PRODUCTS AND SERVICES (www.turbotax.com)

Preparation and Electronic Filing of Tax Returns

You may use TurboTax products and services to assist you with the preparation and electronic filing of your tax return. “Tax return information” is information that you provide to prepare a tax return using TurboTax. The use and disclosure of tax return information is governed by Section 7216 of the Internal Revenue Code and many state codes and regulations. Intuit discloses or uses your tax return information only in accordance with applicable laws: to prepare, assist in preparing, or obtain or provide services in connection with preparing your tax return; or to provide you with the products and services you specifically request or consent to.

To provide customer technical support when troubleshooting e-filing related problems, such as acknowledgements or rejected returns, we may ask you to resubmit your tax return to us.

As part of the tax filing process, the Internal Revenue Service (“IRS”) requires Intuit to request the e-mail address of the person electronically filing a tax return and, if an email address is collected, provide it to the IRS. As a method for detecting fraud in connection with the electronic filing of tax returns transmitted via the Internet, the IRS requires Intuit to provide to the IRS the Internet Protocol (“IP”) information (e.g., IP Address, IP Date, IP Time and IP Time Zone) of the computer from which the return originated associated with that return.

ItsDeductible (www.itsdeductible.com)

ItsDeductible allows you to track your charitable donations during the year, and later you may choose to import them into TurboTax.

Instant Data Entry

Instant Data Entry allows you to retrieve and enter information into TurboTax automatically from sources such as participating employers, brokerages, payroll companies, mortgage companies, and mutual fund companies, directly onto the correct forms in the TurboTax products. When you download information from the information providers, you may be required to enter personal information to authenticate you, such as the user name, account number and/or password you normally use to access the information on the participating site. The TurboTax products use this personal information solely for the purpose of providing authentication to the tax information provider and the information is not stored by TurboTax. The data transmissions between TurboTax and the information sources are encrypted.

Data Transfer

You may import data from your prior year’s TurboTax online or TurboTax desktop products. You may also import data from Quicken or QuickBooks. We use industry recognized security safeguards during the transmission of this data over the Internet.

Electronic Archiving of Tax Returns

At the completion of each tax year (generally October 15), TurboTax Online will store your completed tax returns in PDF file format. We do not use the content of your PDF files for any other purpose.

Fee Payment via Refund

Instead of using a credit card, you can choose to use the refund processing service to have your various fees deducted from your refund. This refund processing service is offered through a third party refund processor. When you choose the refund processing service, you are authorizing Intuit to disclose your personal and tax return information to the refund processor and the financial institution selected by the refund processor. You should consult the refund processing agreement to understand how the refund processor and selected financial institution will use your personal and tax return information. Intuit may use the personal information in your refund processing application to contact you about this or other tax-related services.

Payment of Federal Tax Balance Due via Credit Card

If you would like to pay your federal balance due by credit card, the IRS requires your name, Social Security Number, and balance due. If you select the credit card payment option, including credit card payment through electronic filing, you are giving your consent for the TurboTax Online federal product to gather this information from your tax return and transmit it securely to our credit card payment processor. Our payment processing partner uses this information solely to process payment of your federal taxes. If you don’t want this information transmitted to our credit card payment partner, we recommend payment by check. You may also be requested to provide your personal information, such as your e-mail address and phone number, which may be used by the IRS to contact you if there is a question about your payment.

Electronic Archiving of Tax Returns

At the completion of each tax year (generally October 15), TurboTax Online will store your completed tax returns in PDF file format. We do not use the content of your PDF files for any other purpose.

Tax Planners (https://turbotax.intuit.com/tax-tools/)

Tax Planners: Information entered into the Tax Planner and Tax Tools sections (e.g., Life Events Planner) of TurboTax Online is used solely to provide you with “what if” tax estimates. This information is stored behind a firewall and remains on Intuit’s servers and is not sent to the IRS or anyone else.

TurboTax Easy Extension (http://extension.intuit.com)

TurboTax Easy Extension is a tool which allows you to file electronically a tax deadline extension form with the Internal Revenue Service. Information on the form is retained for the required period.