TaxAct® Professional Referral Program

You love your TaxAct Professional software, so why not share it with other tax professionals and earn a $50 Amazon.com Gift Card while you’re at it when your referral purchases a qualifying TaxAct Professional Bundle.

Oh, and your referral also earns a $50 Amazon.com Gift Card^® when they become a qualifying new customer.

To get your gift card, you just need to be an active TaxAct Professional customer (meaning you purchased tax year 2024 or 2025 software). Your referral must be a new customer who hasn’t bought a TaxAct Professional product in the last two tax seasons and must keep their purchase for more than 30 days.†

Fill out the form below to submit your referral.

†To be eligible to receive the $50 Amazon.com Gift Card your referral must purchase a qualifying TaxAct Professional Bundle, which includes TaxAct Professional 1040 Twenty Bundle, Business 40 Bundle, 1040 Bundle, 1040 Enterprise Bundle, Complete Bundle, or Complete Enterprise Bundle. One gift card per referral, which will be sent by email. Offer subject to change without notice. See terms and conditions below

Amazon.com is not a sponsor of this promotion. Except as required by law, Amazon.com Gift Cards (“GCs”) cannot be transferred for value or redeemed for cash. GCs may be used only for purchases of eligible goods at Amazon.com or certain of its affiliated websites. For complete terms and conditions, see www.amazon.com/gc-legal. GCs are issued by ACI Gift Cards, Inc., a Washington corporation. All Amazon ®, ™ & © are IP of Amazon.com, Inc. or its affiliates. No expiration date or service fees.

Terms and Conditions

TaxAct Professional Referral Terms and Conditions

Last Updated December 15, 2025

These Supplemental Terms and Conditions (“Supplemental Terms”) supplement the TaxAct’s Terms of Service) and the Professional Software License Agreement and govern your (“you” or “your”) participation in the TaxAct® Professional Referral Program (the “Program”). Participation in the Program is available to tax professionals who are current and active TaxAct Professional customers (either purchased tax year 2024 or tax year 2025 software) (each a “Referrer”) who refer one or more new TaxAct Professional customers (“Friends”) to purchase a TaxAct Professional 1040 Twenty Bundle, Business 40 Bundle, 1040 Bundle, 1040 Enterprise Bundle, Complete Bundle or Complete Enterprise Bundle (each “Qualifying Software”). For each Qualifying Software purchase, the Referrer and the Friend will be eligible to receive a $50 Amazon.com® Gift Card. A new TaxAct Professional customer refers to a tax professional that has not purchased a TaxAct Professional product in the previous two tax seasons. The total maximum reward payout per calendar year a Referrer may receive is $599.

These Supplemental Terms, along with TaxAct’s Terms of Service, and the Professional Software License Agreement are a complete statement of the agreement between TaxAct and you, and sets forth the entire liability of TaxAct, its parent, subsidiaries, and affiliates and your exclusive remedy with respect to the Program. As it relates to the Program, in the event of any conflict between these Supplemental Terms, the Terms of Service, and the Professional Software License Agreement these Supplemental Terms shall prevail.

How Does It Work?

Qualifying Software Purchase.

For every referred Friend that makes a Qualifying Software purchase (each a “Referral”), Referrer and Friend will receive a $50 Amazon.com® Gift Card. To be eligible for consideration as a qualifying purchase, the referred Friend must: (i) be a new customer (having not purchased a TaxAct Professional product in the previous two tax seasons); (ii) must purchase a Qualifying Software between the dates of 05/31/2025 through 04/31/2026; and (iii) for purposes of verification, the referred Friend must not cancel their Qualifying Software purchase within 30 days of purchase.

To initiate a Referral, the Friend must complete this form.

In the event that a Friend is referred by more than one Referrer, the Reward will go to the Referrer associated with the email address used to refer the Friend first, as determined by TaxAct in its sole discretion.

Reward Notification and Delivery.

Once the Friend receives the Qualifying Software, the Friend must not cancel such Qualifying Software purchase within the 30 days of purchase (“30-day Verification Period”). After the 30-day Verification Period, both Referrer and Friend will each receive an email with a $50 Amazon.com e-Gift Certificate. Rewards will be sent by email to the Referrer at the email address associated with their TaxAct Professional account and to the Friend at the email address provided by the Friend of the referring Referrer.

Failure to comply with all required steps herein shall result in no rewards. These Supplemental Terms, features, availability, pricing, fees, service and support options are subject to change without notice. TaxAct and its service providers (“We” or “Our”) reserve the right at any time and for any reason to modify these Supplemental Terms, or 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 rewards in any suspected case of fraudulent use or misuse of TaxAct Products or this Program. Referrals and rewards are subject to verification in TaxAct’s sole discretion.

Representations and Warranties.

Referrer represents and warrants that: (i) its participation in the Program pursuant to these Supplemental Terms does not and will not conflict with or violate any agreement or obligation Referrer has to or with any third party; (ii) Referrer is and shall remain fully in compliance with all laws, rules, and regulations, including without limitation CAN-SPAM, and any privacy policies, applicable to its participation in the Program; and (iii) Referrer shall not make any false, misleading, or deceptive statements in connection with Referrer’s participation in the Program. Additionally, Referrer shall ensure that Referrals and any communication related to Referrals do not constitute unsolicited commercial email or SPAM under any applicable law or regulation.

Referrals made in violation of these Supplemental Terms and may result in your immediate termination from the Program, disqualification from future participation, and forfeiture of any reward owed to you as a result of your participation in this Program.

Disclaimer of Warranties Regarding the Program

YOU EXPRESSLY UNDERSTAND AND AGREE THAT: (A) THE PROGRAM IS PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS AND TAXACT EXPRESSLY DISCLAIMS ALL WARRANTIES, CONDITIONS AND TERMS OF ANY KIND, WHETHER EXPRESS OR IMPLIED BY STATUTE, COMMON LAW OR CUSTOM, INCLUDING, BUT NOT LIMITED TO, WARRANTIES AS TO PRODUCTS OR SERVICES OFFERED THROUGH THE USE OF THE PROGRAM, IMPLIED WARRANTIES OF MERCHANTABILITY, SATISFACTORY QUALITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT; (B) WE MAKE AND GIVE NO WARRANTY THAT (i) THE PROGRAM WILL MEET YOUR REQUIREMENTS, (ii) THE PROGRAM WILL BE UNINTERRUPTED, TIMELY, SECURE, OR ERROR-FREE, AND (iii) THE QUALITY OF ANY PRODUCTS, SERVICES, INFORMATION, OR OTHER MATERIAL OBTAINED BY YOU THROUGH THE PROGRAM WILL MEET YOUR EXPECTATIONS, AND (C) ANY MATERIAL DOWNLOADED OR OTHERWISE OBTAINED THROUGH THE USE OF THE PROGRAM IS ACCESSED AT YOUR OWN DISCRETION AND RISK, AND YOU WILL BE SOLELY RESPONSIBLE FOR ANY DAMAGE TO YOUR COMPUTER SYSTEM OR MOBILE DEVICE OR LOSS OF DATA THAT RESULTS FROM THE DOWNLOAD OR USE OF ANY SUCH MATERIAL.

Limitation of Liability YOU UNDERSTAND AND AGREE THAT WE 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 ARISING OUT OF YOUR PARTICIPATION IN THE PROGRAM. We shall not be liable for any technical errors or malfunctions, data theft or corruption, any printing or typographical error, or any damage to any computer system resulting from participating in, or accessing or downloading information in connection with the Program. TO THE FULLEST EXTENT POSSIBLE BY LAW, OUR 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.

Privacy

The Program is subject to applicable state and federal law and TaxAct’s Privacy Notice. By providing the information requested herein you consent to our use of your information as set forth herein and in our Privacy Notice, including contacting you and your friend using the contact information you provide and identifying you as the source of your friend’s contact information.

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 Texas law (without reference to its conflicts of laws principles). ANY DISPUTE BETWEEN THE PARTIES THAT IS NOT SUBJECT TO ARBITRATION UNDER TAXACT’S TERMS OF SERVICE OR CANNOT BE HEARD IN SMALL

CLAIMS COURT WILL BE RESOLVED IN THE STATE OR FEDERAL COURTS OF TEXAS AND THE UNITED STATES, RESPECTIVELY, SITTING IN DALLAS COUNTY, TEXAS. EACH OF THE PARTIES HERETO HEREBY IRREVOCABLY WAIVES ANY AND ALL RIGHTS TO TRIAL BY JURY IN ANY LEGAL PROCEEEDING ARISING OUT OF OR RELATED TO THESE SUPPLEMENTAL TERMS.

Severability

If any provision of these Supplemental Terms is invalid or unenforceable under applicable law, then it shall be, to that extent, deemed omitted and the remaining provisions will continue in full force and effect.

Miscellaneous

Amazon.com is not a sponsor of or otherwise affiliated with this promotion. Except as required by law, Amazon.com Gift Cards ("GCs") cannot be transferred for value or redeemed for cash. GCs may be used only for purchases of eligible goods at Amazon.com or certain of its affiliated websites. For complete GC terms and conditions, see visit, Amazon.com Gift Card Terms and Conditions. GCs are issued by ACI Gift Cards, Inc., a Washington corporation. All Amazon®, TM & © are IP of Amazon.com, Inc. or its affiliates. No expiration date or service fees.