SOFTWARE END USER LICENCE AGREEMENT

TurboTax and TurboImpôt - Tax Year 2022

Thank you for selecting the Software (defined below) offered by Intuit Canada ULC and/or its subsidiaries and affiliates (referred to as "Intuit," "we," "our," or "us"). This is a legal agreement between you and Intuit (“Agreement”). Review these terms thoroughly. By clicking "I Agree," or otherwise indicating acceptance electronically, and installing, accessing or using the Software, you agree to be bound by the terms of the Agreement. If you do not agree to this Agreement, then you may not install or use the Software.

A. GENERAL TERMS

1. AGREEMENT

1.1 This Agreement describes the terms governing your use of the Intuit Software including content, updates and new releases (collectively, the “Software”) and certain connected services associated with and offered in connection with the Software (“Intuit Services”). It includes by reference:

Intuit's Privacy Statement.
Additional Terms and Conditions, which may include those from third parties; and
Any terms provided separately to you for the Software, including product or program terms, ordering, activation, payment terms, etc.

1.2 You must be at least 18 years of age to use our Software and Intuit Services. By accessing or using our Software or Intuit Services, you agree that:

You can form a binding contract with Intuit;
You are not a person who is prohibited from receiving the Software or Intuit Services under the laws of Canada or any other applicable jurisdiction; and
You will comply with this Agreement and all applicable local, provincial, national, and international laws, rules, and regulations, including import and export regulations.

2. LICENCE GRANT AND RESTRICTIONS

2.1 The Software is protected by copyright, trade secret, and other intellectual property laws. You are only granted certain limited rights to install and use the Software, and Intuit reserves all other rights in the Software not granted to you in writing herein. As long as you meet any applicable payment obligations and comply with this Agreement, Intuit grants you a personal, limited, non-exclusive, non-transferable, revocable licence to install and use the Software only on the number of devices and for the period of use provided herein, in accordance with the ordering and activation terms and with Intuit’s then-current product discontinuation policies as updated from time to time, and only for the purposes described herein.

2.2 You acknowledge and agree that the Software is licenced, not sold. You agree not to use, nor permit any third party to use, the Software in a manner that violates any applicable law, regulation or this Agreement. You agree you will not:

Provide access to or give the Software or any part of the Software to any third party;
Reproduce, duplicate, modify, copy, deconstruct, reverse-engineer, sell, trade or resell the Software;
Transfer your licence to the Software to any other party;
Attempt unauthorized access to any other Intuit systems that are not part of the Software;
Permit any third party to benefit from the use or functionality of the Software via a rental, lease, timesharing, service bureau, hosting service, or other arrangement, or make the Software available on any file-sharing or application hosting service.

3. PAYMENT.

For Software licenced from Intuit, the following terms apply unless Intuit notifies you otherwise in writing. This Agreement also incorporates by reference and includes any program, ordering and payment terms provided to you for the Software.

3.1 Payments will be billed to you in Canadian dollars, and your credit card or other supported account will be charged when you provide your payment information, unless stated otherwise in the program ordering or payment terms on the website for the Software.

3.2 When purchasing a license directly from Intuit you must pay with one of the following:

A valid credit card acceptable to Intuit;
By another payment option Intuit provides to you in writing, if made available at Intuit’s sole discretion.

3.3 If your payment and registration information is not accurate, current and complete we may suspend or terminate your licence to use the Software and refuse any further right to install or use of the Software.

3.4 Additional cancellation or renewal terms may be provided to you on the website for the Software.

4. YOUR PRIVACY AND PERSONAL INFORMATION.

4.1 Personal Information We Receive. We may receive personal information from you:

at the time you download and/or register the Software;
if you connect to the Internet while using the Software (as described below);
if you connect your account to an online version of the Software or another online version of an Intuit product or Intuit Service;
when you use a web-enabled feature or Intuit Service, such as a backup or archiving service or an eFiling or netfiling service;
when you allow us to collect Usage Data (defined below) and/or
when you request support services or require technical assistance.

By using the Software or taking one of the actions described above, you acknowledge that Intuit will use and process your personal information as described in our Privacy Statement. You agree to the terms of the Privacy Statement and to any changes published by Intuit. You agree that Intuit may--as part of the Software, Intuit Services or other services--use, maintain, transfer or otherwise process your personal information in accordance with the Privacy Statement and applicable law, including the Personal Information Protection and Electronic Documents Act (PIPEDA) or relevant Provincial Data Protection statutes/regulations. This means that Intuit may use your personal information to improve the Software or Intuit Services, to design and create promotions, and to develop new products or services. Intuit is a global company and may access or store personal information in multiple countries, including countries outside of your own country to the extent permitted by applicable law.

4.2 Multi-factor Authentication. You understand and agree that the Software may require multiple sources of information about you to confirm your identity and help ensure the security of your personal use of TurboTax, often referred to as “multi-factor authentication” (“MFA”). Part of the MFA identity authentication and verification process may involve Intuit sending text message(s) containing security code(s) to your mobile phone number. You agree to receive these text message(s) from Intuit containing security code(s) as part of the MFA process.

4.3 Web-Enabled Features. To continue to provide you with the best service, our Desktop version of the Software are web-enabled products. If you connect to the Internet while you are using the Software, we may deliver and install product updates, message service information, Intuit Services and help content. We may also allow you to submit your data via web-enabled features, such as the electronic filing service or an online version of the Software. If you elect to connect your account to or submit data through any Intuit Service, we may have access to your data in order to provide you with such Intuit Service. Data accessed via any Intuit Service will be processed in accordance with our Privacy Statement.

4.4 Usage Data. We may collect data about your use of the Software, Intuit Services, your computer, its operating system, application software, and any peripheral hardware (collectively, “Usage Data”) in accordance with our Privacy Statement and use such data for any lawful corporate purpose. By accepting this Agreement and installing and using the Software, you agree to allow us to collect Usage Data.

5. CONTENT

5.1 You are responsible for your content. You are responsible for all materials ("Content") uploaded, posted or stored through your use of the Software. You grant Intuit a worldwide, royalty-free, non-exclusive licence to host and use any Content provided through your use of the Software. Archive your Content frequently. You are responsible for lost or unrecoverable Content. You must provide all required and appropriate warnings, information and disclosures. Intuit is not responsible for the Content or data you provide through your use of the Software. You agree not to use the Software, nor permit any third party to use, the Software to upload, post, distribute, link to, publish, reproduce, engage in or transmit any of the following, including but not limited to:

Illegal, fraudulent defamatory, obscene, pornographic, profane, threatening, abusive, hateful, harassing, offensive, inappropriate or objectionable information or communications of any kind, including without limitation conduct that would encourage "flaming" others, or criminal or civil liability under any local, state, federal or foreign law;
Content that would impersonate someone else or falsely represent your identity or qualifications, or that constitutes a breach of any individual’s privacy;
Except as permitted by Intuit in writing, investment opportunities, solicitations, chain letters, pyramid schemes, other unsolicited commercial communication or engage in spamming or flooding;
Virus, trojan horse, worm or other disruptive or harmful software or data; and
Any information, software or Content which is not legally yours and without permission from the copyright owner or intellectual property rights owner.

5.2 Community forums. The Software may include a community forum or other social features to exchange Content and information with other users of the Software and the public. Please use respect when you interact with other users. Intuit does not support and is not responsible for the content in these community forums. Do not reveal information that you do not want to make public. Users may post hypertext links to content of third parties for which Intuit is not responsible.

5.3 Intuit may freely use feedback you provide. You agree that Intuit may use your feedback, suggestions, or ideas in any way, including in future modifications of the Software, Intuit Services, other products or services, advertising or marketing materials. You grant Intuit a perpetual, worldwide, fully transferable, sublicensable, non-revocable, fully paid-up, royalty-free licence to use the feedback you provide to Intuit in any way.

5.4 Intuit may monitor your Content. Intuit may, but has no obligation to, monitor content on the Software. We may disclose any information necessary to satisfy our legal obligations, protect Intuit or its customers, or operate the Software properly. Intuit, in its sole discretion, may refuse to post, remove, or refuse to remove, any content, in whole or in part, alleged to be unacceptable, undesirable, inappropriate, or in violation of this Agreement.

6. ADDITIONAL TERMS

6.1 Intuit does not give professional advice. Unless specifically included with the Software or purchased separately, Intuit does not provide legal, financial, accounting, tax, health care, real estate or other professional services or advice as part of the Software license. Unless specifically included with the Software or purchased separately, you understand you must consult the services of a competent professional when you need this type of assistance.

6.2 Other uses of data. You grant Intuit permission to use information about you and your experience to help us to provide products and services to you and to enhance or improve the Software and Intuit Services. In addition to other data usage rights granted herein, you grant Intuit permission to combine your data, if any, with that of others--in a way that does not identify you or any individual personally--for any lawful purpose, including but not limited to economic analysis and research. You also grant Intuit permission to share or publish summary results relating to research data and to distribute or licence such data to third parties.

6.3 Communications. Intuit may be required by law to send you communications about the Software or Third Party Products. You agree that Intuit may send these communications to you via email, in-product messaging or by posting them on our websites.

6.4 You will manage your passwords and accept updates. You are responsible for securely managing your password(s) for access to the Software and any Intuit Services and to contact Intuit if you become aware of any unauthorized access to your account. The Software and Intuit Services may periodically be updated with tools, utilities, improvements, third party applications, or general updates to improve them. You agree to receive these updates.

7. DISCLAIMER OF WARRANTIES

7.1 YOUR USE OF THE SOFTWARE, CONTENT AND ANY INTUIT SERVICES IS ENTIRELY AT YOUR OWN RISK. EXCEPT AS DESCRIBED IN THIS AGREEMENT, THE SOFTWARE AND INTUIT SERVICES ARE PROVIDED "AS IS. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, INTUIT, ITS AFFILIATES, AND ITS THIRD PARTY PROVIDERS, LICENSORS, DISTRIBUTORS OR SUPPLIERS (COLLECTIVELY, "SUPPLIERS") DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING ANY WARRANTY THAT THE SOFTWARE OR INTUIT SERVICES ARE FIT FOR A PARTICULAR PURPOSE, ANY WARRANTY OF TITLE, MERCHANTABILITY, DATA LOSS, NON-INTERFERENCE WITH OR NON-INFRINGEMENT OF ANY INTELLECTUAL PROPERTY RIGHTS, OR OF ACCURACY, RELIABILITY, QUALITY OR CONTENT IN OR LINKED TO THE SOFTWARE OR INTUIT SERVICES. INTUIT AND ITS AFFILIATES AND SUPPLIERS DO NOT WARRANT THAT THE SOFTWARE OR INTUIT SERVICES ARE SECURE, FREE FROM BUGS, VIRUSES, INTERRUPTION, ERRORS, THEFT OR DESTRUCTION. IF THE EXCLUSIONS FOR IMPLIED WARRANTIES DO NOT APPLY TO YOU, ANY IMPLIED WARRANTIES ARE LIMITED TO 60 DAYS FROM THE DATE OF PURCHASE OR DELIVERY OF THE SOFTWARE AND/OR INTUIT SERVICES, WHICHEVER IS SOONER. SOME PROVINCES DO NOT ALLOW THE EXCLUSION OF IMPLIED WARRANTIES, SO THE ABOVE EXCLUSIONS MAY NOT APPLY TO YOU. THIS WARRANTY GIVES YOU SPECIFIC LEGAL RIGHTS, AND YOU MAY HAVE OTHER RIGHTS THAT VARY FROM PROVINCE TO PROVINCE.

7.2 INTUIT, ITS AFFILIATES AND SUPPLIERS DISCLAIM ANY REPRESENTATIONS OR WARRANTIES THAT YOUR USE OF THE SOFTWARE OR INTUIT SERVICES WILL SATISFY OR ENSURE COMPLIANCE WITH ANY LEGAL OBLIGATIONS OR LAWS OR REGULATIONS.

8. LIMITATION OF LIABILITY AND INDEMNITY.

8.1 LIMITATION OF LIABILITY. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, THE ENTIRE LIABILITY OF INTUIT, ITS AFFILIATES AND SUPPLIERS FOR ALL CLAIMS RELATING TO THE SOFTWARE, INTUIT SERVICES AND THIS AGREEMENT SHALL BE LIMITED TO THE AMOUNT YOU PAID FOR THE SOFTWARE DURING THE TWELVE (12) MONTHS PRIOR TO SUCH CLAIM. SUBJECT TO APPLICABLE LAW, INTUIT, ITS AFFILIATES AND SUPPLIERS ARE NOT LIABLE FOR ANY OF THE FOLLOWING: (A) INDIRECT, SPECIAL, INCIDENTAL, PUNITIVE OR CONSEQUENTIAL DAMAGES; (B) DAMAGES RELATING TO FAILURES OF TELECOMMUNICATIONS, THE INTERNET, ELECTRONIC COMMUNICATIONS, CORRUPTION, SECURITY, LOSS OR THEFT OF DATA, VIRUSES, SPYWARE, LOSS OF BUSINESS, REVENUE, PROFITS OR INVESTMENT, OR USE OF SOFTWARE OR HARDWARE OR INTUIT SERVICES THAT DOES NOT COMPLY WITH INTUIT USAGE OR SYSTEM REQUIREMENTS. THE ABOVE LIMITATIONS APPLY EVEN IF INTUIT AND ITS AFFILIATES AND SUPPLIERS HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. THIS AGREEMENT SETS FORTH THE ENTIRE LIABILITY OF INTUIT, ITS AFFILIATES AND YOUR EXCLUSIVE REMEDY WITH RESPECT TO THE SOFTWARE, INTUIT SERVICES AND THEIR USE.

8.2 Indemnification. 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 Intuit Services 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.

9. CHANGES.

We reserve the right to change this Agreement at any time, and the changes will be effective when posted on our website for the Software or when we notify you by other means. We may also change or discontinue the Software or Intuit Services, in whole or in part. Your continued use of the Software or Intuit Services indicates your agreement to the changes.

10. TERMINATION.

Intuit may immediately, in its sole discretion, and without notice terminate your licence to the Software and/or access to Intuit Services if you fail to comply with this Agreement or if you no longer agree to receive electronic communications. Upon termination, you must immediately stop using the Software and Intuit Services and delete or destroy all copies of the Software, and any outstanding payments will become due. Any termination of this Agreement shall not affect Intuit’s rights to any payments due to it. Intuit may terminate a free account at any time. Sections 2.2, 4 and 6 through 15 will survive any termination, cancellation or rescission of this Agreement.

11. EXPORT RESTRICTIONS.

You acknowledge that the Software is subject to restrictions and controls imposed by the Export and Import Permits Act (Canada) and regulations enacted under the Export and Import Permits Act as well as the U.S. export controls regulations administered by the U.S. Dept. of Commerce (15 CFR, Chapter VII) and that you will comply with all applicable laws and regulations. You will not export or re-export the Software, or portion thereof, directly or indirectly, in violation of the Canadian and U.S. export administration laws and regulations to any country or end user; or to any end user who you know or have reason to know will utilize them in the design, development or production of nuclear, chemical or biological weapons. You further acknowledge that this Software may include technical data subject to such Canada and U.S. export regulations.

12. GOVERNING LAW AND JURISDICTION.

This Agreement shall be governed by The Province of Ontario and the federal laws of Canada without regard to Canada’s or Ontario’s conflicts of laws provisions. To resolve any legal dispute arising from this Agreement, you and Intuit agree to the exclusive jurisdiction of the Province of Ontario. Intuit does not represent that the Software or any Intuit Service is appropriate or available for use in all countries. Intuit prohibits accessing Software, Intuit Services, or materials from countries or states where such access is illegal. You are using the Software and any Intuit Services on your own initiative, and you are responsible for compliance with all applicable laws.

13. LANGUAGE.

Except in Quebec, any translation of this Agreement is done for local requirements, and in the event of a dispute between the English and any non-English version, the English version of this Agreement shall govern. In Quebec, the French language version of this Agreement shall be equally authoritative. The parties hereby confirm that they have requested that this Agreement and all related documents be drafted in English as well as French. Les parties ont exigé que le présent contrat et tous les documents connexes soient rédigés en anglais comme le français.

14. GENERAL.

This Agreement, including Additional Terms below, is the entire agreement between you and Intuit and replaces all prior understandings, communications and agreements, oral or written, regarding its subject matter. If any court of law, having the jurisdiction, rules that any part of this Agreement is invalid, that section will be removed without affecting the remainder of the Agreement. The remaining terms will be valid and enforceable. The United Nations Convention on Contracts for the International Sale of Goods does not apply to this Agreement. You cannot assign or transfer ownership of this Agreement to anyone without written approval of Intuit. However, Intuit may assign or transfer it without your consent to (a) an affiliate, (b) a company through a sale of assets by Intuit or (c) a successor by merger. Any attempted assignment by you in violation of this Section shall be void.

15. PROVINCE SPECIFIC TERMS

These terms apply only to consumers in the following province. In the event of a conflict between the terms of this Agreement and this Section 15, the terms of this Section 15 shall apply:

Quebec Consumers. If you are a Québec Consumer, the following terms apply to you:

Disclaimer of warranties. The sole warranty applicable to this Agreement, the Software and Intuit Services is the mandatory legal warranty provided under the Civil Code of Québec and any warranty provided for under the Consumer Protection Act (Québec).

Modifications. The provisions relating to the Software, Intuit Services, the price and payment terms for same, the party providing the Software and Intuit Services, renewal and termination rights, and any provision of the Privacy Statement, may be modified or amended upon 30 days prior written notice setting out (i) the new clause or the amended clause and the clause as it read formerly, and (ii) the date of the coming into force of the such modification or amendment. If we do not allow you to maintain this Agreement unamended, you will have the right to terminate this Agreement during the notice period.

Termination. Termination of this Agreement by Intuit without default by you is only effective upon 60 days prior written notice.

Governing law. Any disputes arising out of or related to this Agreement, the Software or the Intuit Services shall be governed by the laws of Province of Québec and the laws of Canada applicable therein.

Updated October 2022 (Canada)

______________________

B. ADDITIONAL TERMS AND CONDITIONS FOR THE SOFTWARE AND INTUIT SERVICES

IMPORTANT NOTICE; USE LIMITATIONS. IF YOU ARE USING INTUIT TURBOTAX OR TURBOIMPôT SOFTWARE, THE FOLLOWING TERMS APPLY TO YOU IN ADDITION TO THE GENERAL END USER LICENCE AGREEMENT TERMS ABOVE. Capitalized terms not otherwise defined below have the meanings provided in the General End User Licence Agreement. These Additional Terms and Conditions shall prevail over any conflict or inconsistency with the General End User Licence Agreement terms above.

INTUIT TURBOTAX AND TURBOIMPôT SOFTWARE (the "SOFTWARE").

1. Software Activation.

A. If you have purchased a TurboTax or TurboImpôt licence (excluding TurboTax Business Incorporated Edition), the following applies:

In order to use the Software after installation, you must provide Intuit, via the Internet, with the unique, valid, unused 16-digit licence code that appears on or in the original packaging containing the Software CD or on the Intuit order receipt. For direct orders, you will receive a licence code from Intuit, which will unlock the Software for your use. The licence code does not contain personally identifiable information about you nor can it be used to identify any personal information about you or any characteristics of your computer configuration. You can find more information about this activation process via our website and/or if you press "Learn More" on the Software activation screen. The activation process enables Intuit to provide authorized users with the ability to install and use the Software and to receive any necessary Software updates. If the activation process is not successful, even after you have followed the directions in the Software, please visit the TurboTax technical support website at http://support.intuit.ca and use the online chat function to contact us.

B. If you have purchased a TurboTax Business Incorporated Edition licence, the following applies:

In order to use the Software after installation, you must provide Intuit, via the Internet, with the unique, valid, unused 16-digit licence code that appears on or in the original packaging containing the Software CD or that was emailed to you if you purchase a license directly through Intuit’s webstore. This licence code allows you to prepare, print or netfile a single corporation’s federal and any related provincial tax returns (excluding the province of Québec). For direct orders, you will receive a licence code from Intuit which will unlock the Software for your use. The licence code does not contain personally identifiable information about you nor can it be used to identify any personal information about you, your business or any characteristics of your computer configuration. You can find more information about this activation process via our website and/or if you press "Learn More" on the Software activation screen. The activation process enables Intuit to provide authorized users with the ability to install and use the Software and to receive any necessary Software updates. If the activation process is not successful, even after you have followed the directions in the Software, please visit the TurboTax technical support website at http://support.intuit.ca and use the online chat function to contact us.

2. Licence and Restrictions.

Intuit grants you a limited, non-exclusive, non-transferable, revocable licence to install and use a single copy of the enclosed Software, and any updates or maintenance releases thereto together with any related documentation (the "Documentation"), on the number of computers identified below, according to the terms set forth in this Agreement.

You are not licenced or permitted under this Licence Agreement to do any of the following: (a) rent, loan, resell, sublicence, assign, distribute, or re-distribute the original CD or a copy of the Software to any other person; (b) make the Software available on any file-sharing or application hosting service; (c) electronically send the Software to any other person; (d) copy the printed materials or user documentation accompanying the Software other than as necessary to support the uses permitted herein; or (e) decompile, disassemble, or otherwise reverse engineer the Software. Any person who received the Software through any of the foregoing prohibited methods, or through any method other than purchasing a licence for this Software from Intuit or an Intuit authorized reseller, is not authorized to use such Software.

A. If you have purchased a TurboTax or TurboImpôt licence (excluding TurboTax Business Incorporated Edition), the following applies:

You may: (i) install and use the Software on up to three (3) computers; (ii) make one backup copy of the Software solely for archival or replacement purposes, which copy shall also be subject to this Licence Agreement; and (iii) print and/or netfile up to the number of returns included with the Software. Your valid licence code is required for all of the above. You understand and agree that any re-installations of the Software on the same computer (for example in the case of a hard-drive crash or replacement of your computer) will count as installations for the purposes of the three-computer limit above.

While certain versions of the Software and their corresponding licences entitle you to print and/or netfile up to four (4), eight (8) or twelve (12) tax returns from your computer upon payment of the applicable licence fee, Intuit may offer you the option, through the Software, to "unlock" and purchase additional returns and to print and/or netfile up to a total of 20 returns (“Additional Tax Return Licence”).

To facilitate any re-installation (described above) and the appropriate number of returns per licence code, Intuit will collect data on the number of tax returns printed and/or netfiled using each licence code (plus subsequent "unlocking" as described above), but will not collect personal data related to the contents of the returns or the computer on which they were prepared except that which you submit to us to process, validate or netfile. Any Additional Tax Return Licences are subject to the terms and conditions of this Licence Agreement.

B. If you have purchased a TurboTax Business Incorporated Edition licence, the following applies:

You may: (i) install and use the Software on only one computer; (ii) make one backup copy of the Software solely for archival or replacement purposes, which copy shall also be subject to this Licence Agreement; and (iii) print and/or electronically file a single return. Your valid licence code is required for all of the above.

Intuit will collect data on the number of tax returns printed and/or filed using each licence code (including where only one return is allowed), but will not collect personal data related to the contents of the returns or the computer on which they were prepared except that which you submit to us to process, validate or file.

You can purchase additional licenses of the Software or additional returns from Intuit to prepare, print and file a return or returns for different business years for the same corporation. To obtain a new licence code that will allow you to prepare an additional return, you can purchase licence codes Intuit’s online order process or from an authorized retailer. To facilitate the licence code for each additional return online, Intuit requires and will use the business number of the corporation for which the TurboTax Business Incorporated Edition user is preparing an additional return. Intuit will not collect any other data derived from the contents of any return, or any data about the computer on which the return was prepared except that which you submit to us to process, validate or file.

3. Accurate Calculation WARRANTY (excluding TurboTax Business Incorporated Edition).

Intuit works to ensure the accuracy of the calculations on every form prepared using the Software. If you are a registered user using the most recent updated version available prior to filing your return and you pay a federal or provincial government penalty and/or interest solely because of a calculation error on a form prepared using the Software, and not as a result of, among other things: your failure to enter all required information accurately or your misuse of the Software; your negligent, willful or fraudulent (a) omission of pertinent information, or (b) inclusion of inaccurate information on your tax return; your misclassification of information on your tax return; or your failure to file an amended tax return to avoid or reduce your penalty and/or interest after Intuit announced updates or corrections to the Software in time for you to file an amended tax return, then Intuit will pay you in the amount of the federal or provincial government penalty and/or interest paid by you to such federal or provincial government. If you believe such a calculation error occurred, and you have complied with the conditions in this paragraph, you must notify Intuit in writing as soon as you learn of the mistake (and in no event later than thirty (30) days after the penalty and/or interest is assessed). Your written notice must be submitted as instructed by Intuit and must include a copy of your Notice of Assessment or Notice of Reassessment from the Taxing Authority and an electronic copy of the applicable *.TT22 tax return data file. By filing such a claim, you authorize Intuit to obtain and review any data file(s) (including your *.TT22 tax return data file(s)) that may be in Intuit's possession or control, as well as any materials provided by you in order to evaluate and validate your claim. You are responsible for paying any additional tax liability you may owe and providing assistance and additional information as reasonably requested by Intuit to validate your claim. This warranty is only available to the original Software licencee.

3.1 Maximum Refund Guarantee.

If you get a larger refund or smaller tax due from another tax preparation method using the same tax data, we will refund the applicable TurboTax price paid. Claims must be submitted within 60 days of filing and no later than 5/31/23 (and for TurboTax Home & Business and 20 Returns no later than 7/15/23). Audit Defence and fee-based support services are excluded. This guarantee cannot be combined with the TurboTax Satisfaction Guarantee.

4. Satisfaction Guarantee.

If you are not satisfied with the Software, or if the Software will not activate even after you have worked with Intuit to activate it, Intuit's entire liability and your exclusive remedy shall be one of the following, depending on where you licenced the Software:

(a) If you purchased the Software licence through a retail store or directly from Intuit, you may: (1) uninstall the Software and return it within sixty (60) days of purchase from the retail store, or from shipment of the Software by Intuit, to Intuit at the address below, along with a dated receipt for a full refund; or (2) request the replacement of a defective CD from Intuit of the version of the Software you purchased within one hundred twenty (120) days of purchase, provided that you first contact Intuit Customer Service using the customer contact numbers provided at http://support.intuit.ca/, as Intuit may be able to help you remedy the problem you are having with your CD. If Intuit Customer Service is unable to help remedy the problem with your CD, you might be requested to return your defective CD and dated proof of purchase to Intuit Canada, 8 Spadina Ave., Suite 1900, Toronto, Ontario, M5V 0S8 in order to receive a replacement CD. Intuit reserves the right to confirm the validity of all such requests.

(b) If the Software was pre-installed on your computer when you bought it, or if the CD came packaged with your computer at no extra charge, and the Software is defective or was installed improperly, you may be able to obtain a replacement CD from the company that manufactured your computer, at such company’s option, by sending your request stating the nature of the problem, plus a copy of your dated receipt for the purchase of the computer on which the Software was installed, to the computer manufacturer.

If you downloaded the Software onto your computer, and the Software did not install properly, please try to install it again and visit the TurboTax technical support website at http://support.intuit.ca before contacting Intuit Technical Support using the customer contact numbers provided listed on that site.

Note that this full price refund guarantee applies to the Software licence purchase, but not to the purchase of Additional Tax Return Licences or additional installation licence codes or keys. In addition, this guarantee is only available to the original Software licencee.

5. Intuit Services.

Electronic Filing Services. If you would like to file your tax return electronically, the Software may provide you with an opportunity to file electronically via NETFILE or Corporate Internet Filing (if applicable) with the Canada Revenue Agency (“CRA”) or Revenu Québec (individually, a “tax authority” or together the “taxing authorities”). If you select this option, Intuit will send you a confirmation of the submission to the CRA after sending your tax return to the taxing authorities on your behalf. You understand and agree that your tax return will be stored on your local computer hard drive and Intuit will not store your tax file on our servers. You are responsible for ensuring that your tax return is submitted to the proper taxing authority. Intuit does not guarantee that the taxing authority will accept your tax return. You are entirely responsible for verifying the status of your tax return to confirm that it has been received and accepted by the taxing authority and, if necessary, resubmitting it electronically or filing it manually.

Import Services. The Software may include a feature that allows you to import certain tax-related information from the CRA, Revenu Quebec, participating payroll processors and financial or other institutions. If the Import Services are available to you, and you choose to use them, you are responsible for verifying the accuracy of the information that is imported. Intuit bears no responsibility for this information. Should you take advantage of the Import Services, your relationship concerning the Import Services is with the information providers, and Intuit disclaims all liability that might arise from your use of the Import Services.

Help and Support. Intuit may use a variety of methods (e.g., in-product help, Internet resources and online chat) to provide technical support and customer service in connection with the Software and Services. The terms and conditions governing the offering of this support, some of which require the payment of an additional fee, are subject to change as made available by Intuit from time to time. Consult the Intuit Support website (currently, http://support.intuit.ca) for the most up-to-date information relating to this support and any associated charges. The Software is subject to Intuit’s discontinuation policy and in its sole discretion, Intuit may provide technical support for the Software only until December 31st for two years subsequent to the tax year for which the Software version has been made available by Intuit.

Assist and Review Service (excludes TurboTax Business Incorporated Edition). You may be offered an optional Assist and Review Service where we will review your tax return with you to ensure that you have accurately accounted for the items in your tax situation in TurboTax (the “Assist and Review Service”), if made available. You understand that as part of this Assist and Review Service, an Intuit tax expert (e.g., Certified Public Accountant or Seasoned Tax Preparer) will be available to answer questions as you prepare your return and to review your federal and provincial tax returns for accuracy and completeness based on the information you have entered into TurboTax. By using the Assist and Review Service, you authorize Intuit to have access to your tax returns. While the tax expert may be able to view your tax returns and provide you with feedback, the tax expert will not be able to make any changes on your return. You are responsible for making any changes resulting from the Assist and Review Service in your tax return. You are also responsible for filing your return. If you choose to use the Assist and Review Service, you understand and agree that Intuit will not sign your tax return. Service levels and availability will vary based on demand and capacity and are subject to change without notice. The full terms and conditions governing the Assist and Review Service will be available on the Assist and Review website, and by accessing and using the Assist and Review Service, you agree to be bound by those terms and conditions, which supplement, and supersede where inconsistent, this Agreement. Fees may apply.

The following tax-related topics are not included as part of the Assist and Review Service even if your tax return may relate to any of the following:

Like kind exchanges
Estates and trusts (T3 returns)
T2 corporate/business returns
Non-resident or expatriate returns
Issues unrelated to the preparation of the tax return or unrelated to income taxes (i.e: sales, use, inheritance, etc.)
Bankruptcy questions
Tax or investment planning questions
Audit or audit risk questions
Other Business incorporation-related questions
Multiple jurisdictions (Form T2203)
Prior year tax returns

Internet access is required to use the Assist and Review Service. To ensure a good experience and appropriate levels of coverage for everyone using the Assist and Review Service, the tax expert may terminate the communication at his/her sole discretion after a reasonable period of time or if it is otherwise determined that you are misusing or unnecessarily extending the duration of the communication. Intuit reserves the right to terminate the Assist and Review Service at any time.

Pursuant to Canada Revenue Agency (“CRA”) guidance, be advised that any federal tax advice given to you, including anything provided to you in writing, is not intended to be used, and it cannot be used, by any person or entity for the purpose of avoiding penalties imposed under the Canadian Income Tax Act and Regulations.

If made available, our Assist and Review Service will be provided to you based on your tax returns and the information you provide to the tax expert. You understand and agree that the tax expert is not able to verify the information you provide to the Software, and that if you provide or enter incorrect or incomplete information, the information provided to you may not be accurate. You understand and agree that the tax expert will not sign your tax return. You have the sole responsibility for reviewing your tax return(s) and confirming their overall accuracy and completeness prior to filing.

Notwithstanding any expert accuracy guarantee which may apply if you choose to use an Intuit tax expert to assist with your return (see offer and order details), you are responsible for the overall accuracy of your return and for the data you provide and/or enter into your final tax return.

The Assist and Review Service does not include any legal or investment advice, estate or investment planning, or other areas of advice.

ReFILE Service (excludes TurboTax Business Incorporated Edition). ReFILE allows you to make changes to your previously filed tax return using NETFILE for tax years 2019, 2020, 2021 and 2022. Fees may apply. ReFILE is not available to users who print and mail their return. Tax year 2019 returns must be amended and refiled no later than November 30, 2023.

ReFILE is NOT available for users who:

are amending an election or want to make an election;
are applying for child and family benefits;
are allocating a refund to other CRA accounts;
are applying for the disability tax credit;
have a reassessment in progress;
have a first return that has not been assessed (you can view the Express Notice of Assessment (NOA); view the regular NOA on Represent a Client or My Account for Individuals; or have a paper NOA on hand to validate that a return has been assessed);
are subject to provincial or territorial income tax in more than one jurisdiction;
had the first return filed by the CRA as a 152(7) assessment; or
filed a T2 Adjustment.

You cannot use ReFILE to make changes to your personal information on your tax return; instead use My Account to make such changes. You may use ReFILE to make up to nine (9) adjustments per tax year, however you can make additional requests on paper, using Form T1-ADJ, T1 Adjustment Request, by mailing them to the CRA.

6. Non-Supported System Requirements (including but not limited to operating systems no longer supported by their third-party providers). System requirements and operating environments for use of the Software and Intuit Services, as designed, including currently-supported operating systems, database engines, browsers and other technical components are available on the website for the Software. Notwithstanding anything above to the contrary, Intuit will not provide (and is not in any way liable for) Software support or Intuit Services support for services, software, or system requirements or operating environments, including any operating systems, database servers or browser versions, or other technical components, that are unsupported by its originating third party provider. In the event that any currently-supported services, software, system requirement or operating environment, or other technical component is discontinued or no longer supported by its provider, Intuit will similarly discontinue its support for it.

7.Trademarks/Copyrights.

Intuit, the Intuit logo, TurboTax, TurboImpôt and the TurboTax logo, among others, are registered trademarks and/or service marks of Intuit Inc. in the United States and/or Canada and other countries.

Microsoft, Windows, and Microsoft Internet Explorer are registered trademarks of Microsoft Corporation. Any other product names, trademarks, service marks or registered marks, symbols, trade names, company names and/or logos which appear within this product are the property of their respective owners. Such marks are protected by Canadian law on trademark and unfair competition and may also be registered in the Canadian Intellectual Property Office and/or in the U.S. Patent and Trademark Office.

October 2022