QuickBooks ProAdvisor Program - Points and Benefits

1. Earning Points through Qualifying Activities.

Points are accumulated by Members through the completion of “Qualifying Activities”. The points balance shown in the Program is based on all Qualifying Activities completed by all Members who belong under the same QBOA firm.

Completion of a Qualifying Activity occurs when, if applicable, Intuit collects the funds associated with the Qualifying Activity or when completed tracking for non-transactional actions, such as completing certification or surveys. See below for a current list of Qualifying Activities, which is subject to change.

The conduct that constitutes a Qualifying Activity and the number of Points earned for such Qualifying Activity may be changed by Intuit from time-to-time in its sole discretion. In addition to the Qualifying Activities generally available as part of the Program, Intuit may from time-to-time offer individual or specific Members one (1) or more bonus rewards or the ability to earn Points through the completion of other activities or may offer Members a one-time opportunity to earn Points in a new way (“Additional Qualifying Activities”). Some Additional Qualifying Activities may not be open to all Members. The details of an Additional Qualifying Activity, including a description of the conduct required and the number of Points available, will be communicated to the eligible Member(s) by email or in another communication from Intuit.

Points will appear in your QBOA firm’s ProAdvisor Program account within approximately twenty-four (24) hours of your completion of a Qualifying Activity and upon next subsequent QBOA account login. If Intuit makes changes to the Program terms, point eligibility or transfer under the updated terms shall be in Intuit’s sole discretion.

Neither Points nor benefits/rewards in the Program have any monetary or cash value, and they may not be redeemed for cash or any cash equivalent. Points and benefits/rewards are not transferable and cannot be combined with other offers or with another person’s Points or benefits/rewards. Points and benefits/rewards are not your personal property, and may not be inherited, bartered, purchased or sold to any third party. Other exclusions and restrictions may apply.

2. Qualifying Activities.

As of 23rd March 2021 Members can earn Points in the Program by completing Qualifying Activities on behalf of the firm. Qualifying Activities and the associated Points earned for those activities in Australia include:

(1) Add a QuickBooks Online subscription for a client

• 25 Points for any subscription on wholesale or bill my client

(2) Complete annual certification for QuickBooks Online

• 100 Points for each Member under the same QBOA firm

(3) Complete annual advanced certification for QuickBooks Online

• 200 Points for each Member under the same QBOA firm

3. Program Levels.

The Program allows Members to achieve levels of status in the Program based on the total points balance under the QBOA firm’s ProAdvisor Program account. The Program offers four levels of status: Silver, Gold, Platinum, and Elite. Levels are earned based on the following points thresholds:

In Australia:

Silver – part of the Program and remain in good standing, <400 points balance

Gold – 400 points balance

Platinum – 1200 points balance

Elite – 4000 points balance

Once a QBOA firm earns a status based on its total point balance from all Members in the QBOA firm, all Members will get access to the benefits of the level achieved for as long as the points balance do not fall below the points threshold. Learn more about the program levels on the ProAdvisor website.

4. Point Expiration.

Points may expire. To keep your points active, you will need to: 

(1) Maintain a QuickBooks Online subscription for a client

• Points will remain in the Program account balance as long as the monthly subscription fees for any QBO client accounts are paid on time under the QBOA firm

(2) Complete Certification for QuickBooks Online

• Points will remain in the Program account balance as long as certification (or recertification) is completed prior to annual deadline July 31 
• If the member with certification is no longer under the QBOA firm, the points for completing certification for QuickBooks Online will be removed from the QBOA firm’s ProAdvisor points balance
• If the member with certification joins a new QBOA firm, the points for completing certification for QuickBooks Online will be added to the new QBOA firm’s ProAdvisor points balance

(3) Complete Advanced certification for QuickBooks Online

• Points will remain in the Program account balance as long as certification or recertification is completed prior to annual deadline July 31 
• If the member with certification is no longer under the QBOA firm, the points for completing advanced certification for QuickBooks Online will be removed from the QBOA firm’s ProAdvisor points balance
• If the member with certification joins a new QBOA firm, the points for completing advanced certification for QuickBooks Online will be added to the new QBOA firm’s ProAdvisor points balance

5. Program Level Grace Periods.

90-day standard grace period when points balance drops below tier point threshold

A 90-day grace period will be activated once the QBOA firm’s points balance falls below a tier points threshold. An in product message will display in the QBOA ProAdvisor Tab to notify the firm of the grace period. All members in the QBOA firm will continue to be able to access the tier benefits before the 90-day grace period ends. If the QBOA firm’s points balance does not accumulate enough points to maintain the tier status prior to the end of the grace period, the QBOA firm will drop to a lower tier and all associated members of the QBOA firm will only be able to access this tier’s benefits.

See extended grace periods below. The 90-day standard grace period will only apply after the extended grace periods for certification has ended.

Grace periods cannot be stacked and will be based on the longest time frame granted to a QBOA firm. Intuit may also grant extended grace period for specific tier levels for Program Members in Intuit’s sole discretion.

6. Program Benefits and Rewards.

Program benefits and rewards are available to Members based on their QBOA firm’s tier status. Program benefits and rewards may vary across different regions. Please refer to the Benefits section of the ProAdvisor tab in your QBOA account for details on the available benefits.

Some Benefits or Rewards may have restrictions associated with them, may require a purchase, may have limited available quantities, may only be available while supplies last, and/or may be subject to other restrictions.

In order to access certain Benefits and Rewards associated with the Program, Members understand and agree that they may be asked to provide personal information, such as email address, or mailing address, and that the information provided will be disclosed to merchants and other third parties as necessary to complete the transaction. Intuit and its independent contractors have no control over, and no responsibility or liability for, the use by any merchants or other third parties of personal information or any other information that such parties independently acquire from Members or that is given to such parties to process Program transactions or fulfil Program Benefits. You may be subject to terms provided by third parties for their respective benefits.

6.1 Free access to QuickBooks Tax powered by LodgeiT

Members are entitled to access QuickBooks Tax as part of the ProAdvisor Program. They must also hold an active Tax Agent or BAS agent number issued by the Tax Practitioners Board and maintain the required number of points in the ProAdvisor Program to access the tier benefits outlined below:

Silver - Basic plan annual entitlements

• 1 Income Tax Return (Company, Trust, Partnership, SMSF)
• 4 BAS, Individual and other returns
• Unlimited signatures

Gold - Standard plan annual entitlements valued at $1400 RRP

• 125 Income Tax Returns (Company, Trust, Partnership, SMSF)
• 1000 BAS, Individual and other returns
• Unlimited signatures

Platinum - Professional plan annual entitlements valued at $2690 RRP

• 250 Income Tax Returns (Company, Trust, Partnership, SMSF)
• 3000 BAS, Individual and other returns
• Unlimited signatures

Elite - Enterprise+ plan annual entitlements valued at $7,590 RRP

• 1000 Income Tax Returns (Company, Trust, Partnership, SMSF)
• 8000 BAS, Individual and other returns
• Unlimited signatures

The annual term is for 365 days from the date of activation by the Member. The annual term automatically renews every 365 days for as long the Member qualifies under offer terms. The Silver tier which includes the Basic LodgeiT plan does not renew and is only a trial version.

Please note that LodgeiT e-signatures are provided by a 3rd party (HelloSign) and each LodgeiT subscription claimed under this offer receives unlimited e-signatures. The e-signatures are valued at 40 cents per signature RRP.

For further details, please refer to https://lodgeit.net.au/for-accountants/pricing-for-accountants/

To see LodgeiT’s full terms and conditions applicable to use of the QuickBooks Tax subscription, please see https://lodgeit.net.au/terms-conditions/

6.2 How to redeem the Offer

Upon qualifying for the free QuickBooks Tax subscription, Members will need to access the ProAdvisor tab inside QuickBooks Online Accountant and click on “Redeem Offer” under QuickBooks Tax. From there you will need to complete a registration form, which will generate a digital coupon and be sent by email from Intuit, along with instructions about how to activate. Once activated, the QuickBooks Tax annual plan will automatically renew each year for as long as the Member continues to qualify under the offer terms.

If the Member is an existing paid QuickBooks Tax subscriber, the digital coupon can only be activated at a time after the Member’s current annual paid LodgeiT plan ends or is cancelled.

6.3 Moving between tiers throughout the year

If the Member activates QuickBooks Tax and moves between tiers through the course of their annual plan, under the ProAdvisor Tab in QuickBooks Online Accountant the Member will be able to redeem a new digital coupon for the corresponding plan which they qualify for as per the requirements in 3 and 6.1. If this occurs the prior annual plan will be removed and the new annual plan will be activated once the user activates the digital coupon. Please note that upon activation of the new digital coupon by Member, any unused lodgements in the prior plan do not carry over between QuickBooks Tax subscriptions whether you upgrade or downgrade. For upgrades unused lodgements can be depleted first before activating the new digital coupon.

Example: A Member qualifies under the Gold tier for the Standard LodgeiT plan and activates the digital coupon. Within 100 days the firm lodges 500 returns, and then qualifies for the Platinum tier, which includes the Professional LodgeiT plan. That same firm after 200 days uses up all remaining lodgements on the Standard LodgeiT plan, and then activates the digital coupon for the Professional Plan which activates the full 3250 lodgements included in that plan. The digital token can be redeemed at any time once the Member qualifies for a new tier however it is recommended to use up all remaining lodgements first when upgrading tiers. Downgrades will occur within the 90-day period if the Member drops below the qualification period for that tier however access to QuickBooks Tax will remain ongoing.

6.4 Expiry of the offer

All digital coupons sent to Members must be activated within 12 months of receipt from Intuit, otherwise they will expire.

The access to QuickBooks Tax subscription will be ongoing once the digital coupon is activated, unless the offer is revoked or amended earlier (see 6.5 and 6.6). This is provided that the Member continues to qualify under the offer terms.

6.5 Revocation of the Offer and invoicing Eligible Customers for cancelled QuickBooks subscriptions

When QuickBooks Online subscriptions are cancelled or certification training expires and is not replaced with that of equal value within 90-days, the ability to make further lodgements to the ATO using LodgeiT will be suspended or the Member will be downgraded to the lower tier if applicable (except Silver which is only a trial version of LodgeiT). 

Please note: that access to LodgeiT to view records of all lodgements and data will still be available with no charge to maintain the subscription. To lift a suspension and continue making further lodgements, the user must simply subscribe to a new annual plan from LodgeiT Pty Ltd under the billing section and pay the RRP. All unused lodgements from the previous plan up to the date of suspension will be forfeited and cannot be carried forward to a new plan.

6.6 Offer subject to change

Intuit reserves the right to withdraw or modify this offer, in whole or part, at any time, upon giving you at least 90-days written notice, however all QuickBooks Tax subscriptions will be allowed to complete their remaining annual plan term.

7. Loss of Points and benefits/rewards; Termination of your ProAdvisor Program Account

In addition to termination of the Program as detailed elsewhere in these Program Terms, Intuit may also revoke your ability to participate in the Program with immediate effect upon giving you notice for: (i) your abuse of the Program, including, without limitation, your use of any “bot,” macro, or other automated means to participate in the Program or to earn Points; (ii) your failure to follow these Program Terms and any other terms and conditions applicable to the Program; (iii) the attempted or actual sale of any of your Points, rewards, or your ProAdvisor Program Account; (iv) any misrepresentation by you; (v) suspension or termination of your QBOA Account, or any other Intuit Account; or (vi) any other conduct deemed by Intuit, in its sole discretion, to be an abuse of the Program, to be detrimental to the interests of Intuit or its customers, or to be otherwise improper. If your ability to participate in the Program is revoked, any Points or unused benefits/rewards will automatically expire and your future participation in the Program may be prohibited. In addition, Intuit will have the right to take appropriate administrative or legal action, including criminal prosecution, as it deems necessary in its sole discretion.

Intuit is not responsible for Points that expire or benefits/rewards that expire, are lost or are redeemed or cancelled due to fraudulent activity. Suspected illegal, fraudulent or other unauthorised use or misuse of Points or any other activity inconsistent with these Program Terms will result in termination of your participation in the Program, which may result in the loss of all accumulated Points earned and benefits/rewards issued but not yet redeemed.

You agree to abide by the final and binding decisions of Intuit regarding the Program and your participation in it. Intuit is the sole arbiter of all issues relating to the Program, including a decision to remove Points or benefits/rewards or to deny benefits/rewards or to terminate the Member from the Program, and all of Intuit’s decisions relating to the Program are final.

Because having a QBOA account is a requirement in order to participate in the ProAdvisor Program termination of your QBOA account (either by you or by Intuit) will result in the automatic termination of your participation in the ProAdvisor Program and the forfeiture of any Points and rewards then associated with your accounts.

These terms are governed by the laws of New South Wales, Australia and all parties submit to the exclusive jurisdiction of the courts in New South Wales, Australia.