Terms and Conditions

TurboTax Invite a Friend Program

Updated as of January 6, 2021

By participating in the TurboTax Invite a Friend Program you agree to the following terms and conditions. You understand that this is a binding agreement between you (“You”) and Intuit Inc., publisher of TurboTax (“Intuit”). You can receive an electronic gift card (amount varies by promotion) redeemable at a retailer of Intuit’s choice for each qualified new-to-TurboTax user who you know personally and refer to TurboTax through a valid Program invitation link, who creates an account, and who completes the preparation and accepted e-filing of his/her federal tax return by the promotion end date below (“Friend”), up to 10 friends, or $250 in gift cards. The program allows you to send your Friend a special invitation and link to receive a discount off the price of preparing and filing their federal return with TurboTax Online (discount varies by promotion). Discount is valid for selected TurboTax Online and TurboTax Live products only, as determined by Intuit. TurboTax CD/Download products do not qualify for discounts under this Program.

You will send your Friend an invitation with instructions and a link via text message (including SMS), email, or your chosen social messaging platform on how to redeem their special discount on TurboTax. In order for you to qualify for a referral reward, your Friend must: (1) be a new TurboTax customer; and (2) access and e-file with TurboTax Online or TurboTax Live (depending on specific promotion) using the unique link provided in the invitation.

Up to 45 days after your Friend redeems their special offer by completing and filing their federal return, you will receive an email that contains a link to select your electronic gift card. Once you select your gift card option, you will receive another email that contains your electronic gift card e-certificate information (up to the maximum number of qualified referrals and maximum total referral value set forth in the specific promotion).

Discount is valid only for new TurboTax customers who access and file their federal return using the specified version of TurboTax through the unique link in the Program invitation, and only between December 2, 2020 – October 15, 2021.

Referral rewards are only valid and payable between January 7, 2021 – October 15, 2021, and only on qualified referrals where your Friend has completed and e-filed their federal return using the specified version of TurboTax within the same time period.

Each Discount offer is valid only for intended recipient, and cannot be combined with any other offer. Discount is only valid thru the Program invitation/referral link, during the Intuit-specified promotion period, does not apply to TurboTax State returns or other products or services that may be offered (unless specifically stated in the specific offer or promotion), and is not valid for TurboTax CD/Download products. Terms, conditions, features, availability, discounts, pricing, fees, service and support options are subject to change without notice. Intuit reserves the right to discontinue all offers and promotions without notice.

PLEASE NOTE THAT YOU MUST INFORM YOUR FRIEND(S) THAT YOU ARE ELIGIBLE TO RECEIVE A REWARD IF THEY MAKE A QUALIFYING PURCHASE. If you do not, it is a violation of these Program terms and may result in your immediate termination from the Program, disqualification from future participation, and forfeiture of any gift card funds or referral rewards owed to you as a result of your participation in this Program.

You agree you will not engage in any form of paid advertising of or for the Program, and you agree that you will not open or attempt to open new TurboTax accounts for or on behalf of others in order to enable their participation in the Program and/or use of the referral discount. You further understand and agree that your Friend must self-prepare their own tax return using TurboTax Online through the Program invitation/referral link and you cannot prepare your Friend’s return for them. You further agree that you will not hold yourself out as a representative of Intuit or TurboTax, or falsely state or imply any affiliation with Intuit or TurboTax.

You agree that you will use only one email address and one identity to participate in the Program, and you will not create or use multiple identities, entities or email addresses to participate in the Program.

Intuit Inc. and its Program service providers (“We”) reserve the right at any time and for any reason to modify these terms and to change, interrupt or stop the Program either for a period of time or permanently with or without notice. We reserve the right to delay, cancel, revoke, or prevent payment of gift card funds or rewards in any suspected case of fraudulent use of the Program, violation of the Program terms, use of false identities or misuse of TurboTax software. Referrals and rewards are subject to verification at Intuit’s sole discretion.

Privacy.

You may participate in the Program and submit personal contact information about yourself and your referred Friend(s), such as name and e-mail address information, with the Friend’s permission, so that Intuit can send these invitations to your Friend. The personal information will be collected, processed and used in accordance with Intuit's Privacy Statement, which can be found at: Privacy | Policy Overview • Privacy Protection • Data Safety • Transparency. In addition, personal contact information may be used by Intuit to contact you and the referred Friend(s) regarding participation in the Program, redemption of rewards and/or product discounts and to receive communications from Intuit. Where you provide personal information about the referred Friend(s) to receive communications via the Program, the Friend's personal information will be used by Intuit for sending these communications and to encourage or remind the Friend to complete the account-creation, purchase or registration process.

California Consumer Privacy Act.

For the purposes of the California Consumer Privacy Act (“CCPA”), Intuit shall be considered a Business and/or Third Party, as applicable. Where Intuit acts as a Third Party, you represent, warrant and covenant that all Personal Information provided or otherwise made available to Intuit is done so in compliance with applicable law, and that Intuit has provided all necessary and appropriate notices and opt-outs, and otherwise has all necessary and appropriate rights, to enable Intuit to: (i) share any and all Personal Information you provided with any Intuit company, including Intuit Inc. and any parent, subsidiary, affiliate, or related company of Intuit Inc. (collectively, the “Intuit Family Companies”), and (ii) use any such Personal Information in connection with any and all Intuit Family Companies’ internal operations and functions, including, but not limited to, improving such Intuit Family Companies’ products and/or services, operational analytics and reporting, internal financial reporting and analysis, audit functions and archival purposes. Notwithstanding the foregoing, the parties agree that the sharing of Personal Information between Intuit Family Companies does not constitute a “sale” of such Personal Information under the CCPA.

Capitalized terms in this paragraph have the meanings given those terms under the CCPA.

In the event you or your Friend submits a request to delete Personal Information to Intuit, such deletion may result in the loss of referral tracking and/or cancellation of any subsequent reward and/or discount in connection with this Program.

Disclaimer of Warranties

YOU AND ALL PARTICIPANTS EXPRESSLY UNDERSTAND AND AGREE THAT: (A) YOUR USE OF THE PROGRAM IS AT YOUR SOLE RISK, THE PROGRAM IS PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS AND WE EXPRESSLY DISCLAIM ALL WARRANTIES, CONDITIONS AND TERMS (COLLECTIVELY, ""PROMISES"") OF ANY KIND, WHETHER EXPRESS OR IMPLIED BY STATUTE, COMMON LAW OR CUSTOM; (B) WE MAKE AND GIVE NO WARRANTY THAT (i) THE PROGRAM WILL BE UNINTERRUPTED, TIMELY, SECURE, OR ERROR-FREE, AND (ii) THE RESULTS OBTAINED FROM THE USE OF THE PROGRAM WILL BE ACCURATE OR RELIABLE; AND (C) INTUIT DOES NOT GUARANTEE THAT ANY REFERRAL REWARD, ELECTRONIC GIFT CARD OR OTHER ITEM OR STORE OF VALUE WILL ARRIVE ON TIME OR BY ANY SPECIFIC DATE.

Limitation of Liability and Indemnification

YOU EXPRESSLY UNDERSTAND AND AGREE THAT INTUIT INC., INCLUDING ANY VENDORS AND SERVICE PROVIDERS ASSOCIATED WITH OR ASSISTING IN PROVIDING THE PROGRAM, SHALL NOT BE LIABLE TO YOU FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR EXEMPLARY DAMAGES, INCLUDING, BUT NOT LIMITED TO, DAMAGES FOR LOSS OF PROFITS, GOODWILL, USE, DATA OR OTHER INTANGIBLE LOSSES (EVEN IF INTUIT INC. WAS ADVISED OF THE POSSIBILITY OF SUCH DAMAGES), RESULTING FROM: YOUR OR YOUR FRIEND(S)’ USE OF, OR THE INABILITY TO USE, THE PROGRAM; OR (ii) UNAUTHORIZED ACCESS TO OR ALTERATION OF YOUR TRANSMISSIONS OR DATA.

YOU AGREE TO INDEMNIFY AND HOLD INTUIT AND ITS AFFILIATES AND SUPPLIERS HARMLESS FROM ANY AND ALL CLAIMS, LIABILITY AND EXPENSES, INCLUDING REASONABLE ATTORNEYS' FEES AND COSTS, ARISING OUT OF YOUR USE OF THE SOFTWARE OR BREACH OF THIS AGREEMENT (COLLECTIVELY REFERRED TO AS "CLAIMS"). INTUIT RESERVES THE RIGHT, IN ITS SOLE DISCRETION AND AT ITS OWN EXPENSE, TO ASSUME THE EXCLUSIVE DEFENSE AND CONTROL OF ANY CLAIMS. YOU AGREE TO REASONABLY COOPERATE AS REQUESTED BY INTUIT IN THE DEFENSE OF ANY CLAIMS.

TO THE FULLEST EXTENT POSSIBLE BY LAW, INTUIT INC’S, INCLUDING ANY VENDORS AND SERVICE PROVIDERS, MAXIMUM LIABILITY ARISING OUT OF OR IN CONNECTION WITH THE PROGRAM, REGARDLESS OF THE CAUSE OF ACTION (WHETHER IN CONTRACT, TORT, BREACH OF WARRANTY, OR OTHERWISE), WILL NOT EXCEED $100.

DISPUTES.

ANY DISPUTE OR CLAIM RELATING IN ANY WAY TO THE SERVICES OR THIS AGREEMENT WILL BE RESOLVED BY BINDING ARBITRATION, RATHER THAN IN COURT, except that you may assert claims in small claims court if your claims qualify. Additionally, under Consumer Arbitration Rule 9(b) either party may elect to take a claim to small claims court, even after filing an arbitration. The Federal Arbitration Act governs the interpretation and enforcement of this provision; the arbitrator shall apply California law to all other matters. Notwithstanding anything to the contrary, any party to the arbitration may at any time seek injunctions or other forms of equitable relief from any court of competent jurisdiction. WE EACH AGREE THAT ANY AND ALL DISPUTES MUST BE BROUGHT IN THE PARTIES' INDIVIDUAL CAPACITY AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS OR REPRESENTATIVE PROCEEDING. BY ENTERING INTO THIS AGREEMENT AND AGREEING TO ARBITRATION, YOU AGREE THAT YOU AND INTUIT ARE EACH WAIVING THE RIGHT TO FILE A LAWSUIT AND THE RIGHT TO A TRIAL BY JURY. IN ADDITION, YOU AGREE TO WAIVE THE RIGHT TO PARTICIPATE IN A CLASS ACTION OR LITIGATE ON A CLASS-WIDE BASIS. YOU AGREE THAT YOU HAVE EXPRESSLY AND KNOWINGLY WAIVED THESE RIGHTS.

To begin an arbitration proceeding, send a letter requesting arbitration and describing your claim to Intuit Inc., in care of our registered agent Corporation Service Company, 251 Little Falls Drive, Wilmington, DE 19808. Arbitration will be conducted by the American Arbitration Association (AAA) before a single AAA arbitrator under the AAA’s rules, which are available at http://www.adr.org or by calling 1-800-778-7879. Payment of all filing, administration and arbitrator fees and costs will be governed by the AAA's rules, but if you are unable to pay any of them, Intuit will pay them for you. In addition, Intuit will reimburse all such fees and costs for claims totaling less than $75,000 unless the arbitrator determines the claims are frivolous. Likewise, Intuit will not seek its attorneys’ fees or costs in arbitration unless the arbitrator determines your claims or defenses are frivolous. You may choose to have the arbitration conducted by telephone, based on written submissions, or in person in the county where you live or at another mutually agreed location. The decision of the arbitrator shall be final and not appealable, and judgment on the arbitration award may be entered in any court having jurisdiction thereof. This Section shall survive expiration, termination or rescission of this Agreement.

Applicable Law

Any and all disputes, claims and causes of action arising out of or related to the Program or any prize awarded shall be resolved under California law (without reference to its conflicts of laws principles), and participants in the Program agree to submit any dispute to the exclusive jurisdiction of the state and federal courts located in Santa Clara County, California.

By redeeming any electronic gift card and/or related funds, you agree to the Sunrise Banks Terms and Conditions and E-Sign Disclosure. Sunrise Banks is not a sponsor of the selected reward.

Gift cards are provided by GiftRocket and are subject to their terms.