Introducing Pro Tax bundles

We’re excited to announce the launch of Pro Tax bundles, a ready-made selection of modules to provide you with value and efficiency.

Bundles group together our most popular modules for your convenience. These combinations are offered at a special rate, to give you both value and convenience.

Here’s everything you need to know about these new offerings.

Available bundles

Upgrading a current subscription to a bundle

Note: If you already have a subscription to a module included in a bundle, you’ll need to wait until the end of your current subscription to switch to a different bundle.

Here’s how to upgrade your current subscription to take advantage of a bundle:

1. Cancel your current auto-renewal for your subscription.
2. Continue using the product until your subscription period ends.
3. Subscribe to the new bundle of your choice once the period is over.

Frequently Asked Questions about Pro Tax bundles

How much do I save when buying a bundle?

You will save $50 with Pro Tax T1 + T2 or Pro Tax T2 + FX bundles, and save $150 with Pro Tax Suite.

How does it work?

You can only subscribe to a bundle if you are not already subscribed to a module within these new options. If you have a current subscription, you will have to wait until the end of your current billing cycle to switch to a bundle.

What happens if I have one module and want to subscribe to a bundle?

If you have a subscription to a module and are trying to subscribe to a bundle that has the same module, the system will serve an error message.

What happens if I already have the modules that I need but not as a bundle?

If you currently have a T1, T2, T3 or FX subscription and intend to subscribe to a bundle or suite, you will be required to cancel your current subscription and wait until the end of your current billing period before re-subscribing to the bundle.

How can I switch to a bundle with my subscriptions 6 months apart?

To take advantage of a bundle, your subscriptions need to be up for renewal. We understand this may require patience, but it ensures you receive the full benefits of the bundle without any system conflicts.

Can I add individual modules to my bundle?

Bundles are pre-set with specific modules for ease and savings. If you need additional modules, you might consider changing to a more comprehensive bundle.

How will I be billed for my bundle subscription?

You’ll be billed in one convenient payment for the entire bundle.

When can I change my current subscription to a bundle?

You can take advantage of a bundle offer, cancel your auto renewal, and continue using the product until the end of your billing period. Once your current billing period ends you can subscribe to the bundle.

Can I cancel the auto-renewal and subscribe to the bundle right away?

Unfortunately, no, the system won't allow two subscriptions to be active at the same time. Even when the auto-renewal is cancelled, your subscription will still be active until the end of the billing period.

What if I want a refund?

If you are actively using their current subscription and have been electronically filed returns, we cannot issue a refund.

Please note there are no partial refunds on Pro Tax.

If you have a subscription and have not electronically filed returns, you may request a refund within the first 14 days of purchase.