CCH Small Firm Services Software Refund Policy

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(Effective April 1, 2009)

1. General Refund Policy:
   1. Renewals: Refunds are not provided on any order that is a renewal of a CCH Small Firm Services software title that was purchased in the previous year by the customer. Customers who are purchasing a software title for the first time are subject to the terms below.
   2. New Orders of Tax Preparation Software:
      1. New orders before January 10, 2010: For customers who order tax preparation software by December 21, 2009, a refund will be provided if a written request for a refund is made within 30 days from the date of order. Notwithstanding the above, January 20, 2010 is the last day that a refund may be requested for orders placed any time between December 21, 2009 and January 10, 2010.
      2. New orders after January 10, 2010: For customers who order tax preparation software after January 10, 2010, refunds will only be provided if a written request for a refund is made within 10 days from the date of order.
      3. Restocking Fee after Software Ships: Refunds provided for orders that have shipped (approximately after November 15, 2009), will be assessed a $250 restocking fee in addition to any other deductions listed in Section III below.
      4. No refunds will be provided for software that is used to prepare ten (10) or more returns.
      
      Note to new tax prep customers: Due to the fact that CCH Small Firm Services (CCH SFS) does not release its tax preparation software until the end of the year, it is not unusual for customers to have ordered software prior to the release date of the version that they actually purchased. Consequently, if you are a new customer, CCH SFS will send you the most currently available version of the tax preparation software you have purchased shortly after your order has been processed so that you may have the opportunity to evaluate the software prior to the expiration of the refund period. Because it may take some time to get familiar with a new product, CCH SFS strongly encourages new customers to allow for sufficient time to assess and evaluate the software during the refund period and take advantage of any orientation training that may be offered for the software.
   3. New Orders of Accounting and Other Non-Tax Preparation Software: Refunds on accounting and other non-tax preparation software titles will only be provided if a written request for a refund is made within 30 days from the date of order. Refunds provided for orders that have shipped, will be assessed a $100 restocking fee in addition to any other deductions listed in Section III below.
2. Pay-Per-Return Tax Preparation Software: The purchase price of CCH SFS’ pay-per-return tax preparation software offerings is comprised of two pricing components: 1) a $140 license fee, and 2) a non-refundable deposit to be used towards the cost of per return tax preparation. Refunds are available only for the license fee portion of the price in accordance with the General Refund Policy (Section I). Due to the nature of pay-per-return tax preparation, no refunds will be provided at any time on the per-return deposit portion of the price. In addition, any unused portion of your per-return deposit is non-refundable and no credit will be given or carried forward for future tax seasons.
3. Refund Deductions: The following costs and fees will not be refunded or will be deducted from your refund if applicable and still outstanding at the time of your refund request:
   • Shipping and handling charges for any items that have shipped;
   • Training fees for classes that were attended;
   • Applicable transmission fees and e-file fees;
   • An additional twenty dollars ($20.00) surcharge for each tax return prepared through use of the software prior to your refund; and/or
   • Any other fees due to CCH Small Firm Services.
4. How to Obtain a Refund:
   1. To request a refund, you must mail (by U.S. postal service or national courier) a written request to:

      CCH Small Firm Services
      Attn: Sales Dept. – Refund Request
      6 Mathis Drive
      Rome, GA 30165

   2. Written requests for a refund should be prepared on company letterhead, signed by the person who is named as the primary contact person on the account, and should include the following information:
      1. company name, primary contact name, and customer account identification number;
      2. address and other relevant contact information;
      3. date of order;
      4. software titles for which you are requesting the refund; and
      5. reason why you are requesting a refund.
   3. Final approval of your refund request may require that you return the software and any accompanying materials as requested by CCH Small Firm Services.
   4. The timeliness of a refund request will be determined by the postmark on your letter.

Software License Agreement (PDF)