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Accounting Refund Policy
Refund Policy
NO REFUND OF FEES WILL BE MADE if Licensee has activated, prepared, or filed any payroll Tax Returns, processed any payroll, or violated any provision of this Agreement. Refunds are subject to and may be limited by discounts on multiple product purchases made by Licensee, and a full refund may be limited in conjunction with the current Drake Refund Policy located at https://www.drakesoftware.com/pdf/refundpolicy.pdf. All determinations of the refund amount for multiple product purchases and discounts will be made in Drake’s sole discretion. Where return of materials is required for a refund, TIME IS OF THE ESSENCE.
Taxes and Fees
- Licensee agrees to pay the License Fee prior to receiving, installing or commercially using the Software, unless other payment arrangements are made, and agreed to in writing by Drake.
- Licensee grants to Drake an irrevocable right to offset unpaid License Fees or taxes owed by Licensee with any and all fees collected by Drake remittable to Licensee. If Licensee does not comply with all terms of this Agreement, including payment of fees in a manner prescribed by Drake, Drake reserves the right to immediately cease offering all services and products to Licensee, including access to databases, e-filing systems and Software updates.
- All sales, use and other taxes are the responsibility of Licensee, and Licensee agrees that Drake may, at its sole discretion, charge and collect applicable taxes and fees as part of the purchase.
- Applicable taxes are calculated on a product basis and are subject to variables determined by Drake, including Licensee’s shipping address and Licensee potentially providing a tax-exempt certificate to Drake.
Tax Software Refund Policy
Refund Policy
Licensee may elect to terminate this license prior to December 31, 2022 and receive a full refund with no penalty, provided Licensee returns all materials, undamaged, to Drake by REGISTERED MAIL within thirty (30) days, with a written statement that Licensee (a) has retained no copies of the Software, uninstalled all downloaded copies of the Software, and ceased use of the Software, and (b) has not violated any provision of this Agreement, and has not disclosed any confidential or proprietary Drake materials to any third party. After December 31, 2022, provided Licensee has not prepared or electronically filed any Tax Returns using the Software, Licensee may request a refund within 72 hours or three (3) business days of payment. Drake will, in this case, refund the License Fee that Licensee has paid, less two hundred dollars ($200.00) for administrative, setup, shipping, handling and other costs. NO REFUND OF FEES WILL BE MADE if Licensee has activated, prepared or filed any Tax Returns or violated any provision of this Agreement. No other offer of refund is provided. Refunds are subject to and may be limited by discounts on multiple product purchases made by Licensee, and a full refund may be limited in conjunction with the current Drake Refund Policy located at https://www.drakesoftware.com/pdf/refundpolicy.pdf. All determinations of the refund amount for multiple product purchases and discounts will be made in Drake’s sole discretion. Where return of materials is required for a refund, TIME IS OF THE ESSENCE.
Terms of Use
TERMS AND CONDITIONS
Introduction
These terms and conditions govern your use of this website; by using this website, you accept these terms and conditions in full. If you disagree with these terms and conditions or any part of these terms and conditions, you must not use this website.
You must be at least [18] years of age to use this website. By using this website [and by agreeing to these terms and conditions] you warrant and represent that you are at least [18] years of age.
This website uses cookies. By using this website and agreeing to these terms and conditions, you consent to our use of cookies in accordance with the terms of Janes, Inc.
License to use website
Unless otherwise stated, Janes, Inc.and/or its licensors own the intellectual property rights in the website and material on the website. Subject to the license below, all these intellectual property rights are reserved.
You may view, download for caching purposes only, and print pages from the website for your own personal use, subject to the restrictions set out below and elsewhere in these terms and conditions.
You must not:
• republish material from this website (including republication on another website);
• sell, rent or sub-license material from the website;
• show any material from the website in public;
• reproduce, duplicate, copy or otherwise exploit material on this website for a commercial purpose;
• edit or otherwise modify any material on the website; or
• redistribute material from this website [except for content specifically and expressly made available for redistribution].
[Where content is specifically made available for redistribution, it may only be redistributed within your organisation.]
Acceptable use
You must not use this website in any way that causes, or may cause, damage to the website or impairment of the availability or accessibility of the website; or in any way which is unlawful, illegal, fraudulent or harmful, or in connection with any unlawful, illegal, fraudulent or harmful purpose or activity.
You must not use this website to copy, store, host, transmit, send, use, publish or distribute any material which consists of (or is linked to) any spyware, computer virus, Trojan horse, worm, keystroke logger, rootkit or other malicious computer software.
You must not conduct any systematic or automated data collection activities (including without limitation scraping, data mining, data extraction and data harvesting) on or in relation to this website without Janes, Inc. express written consent.
You must not use this website to transmit or send unsolicited commercial communications.
you must not use this website for any purposes related to marketing without Janes, Inc. express written consent.
Restricted access
Janes, Inc.reserves the right to restrict access to [other] areas of this website, or indeed this entire website, at Janes, Inc. discretion.
If Janes, Inc.provides you with a user ID and password to enable you to access restricted areas of this website or other content or services, you must ensure that the user ID and password are kept confidential.
Janes, Inc.may disable your user ID and password in Janes, Inc. sole discretion without notice or explanation.
User content
In these terms and conditions, “your user content” means material (including without limitation text, images, audio material, video material and audio-visual material) that you submit to this website, for whatever purpose.
You grant to Janes, Inc.a worldwide, irrevocable, non-exclusive, royalty-free license to use, reproduce, adapt, publish, translate and distribute your user content in any existing or future media. You also grant to Janes, Inc.the right to sub-license these rights, and the right to bring an action for infringement of these rights.
Your user content must not be illegal or unlawful, must not infringe any third party’s legal rights, and must not be capable of giving rise to legal action whether against you or Janes, Inc.or a third party (in each case under any applicable law).
You must not submit any user content to the website that is or has ever been the subject of any threatened or actual legal proceedings or other similar complaint.
Janes, Inc.reserves the right to edit or remove any material submitted to this website, or stored on Janes, Inc. servers, or hosted or published upon this website.
Notwithstanding Janes, Inc. rights under these terms and conditions in relation to user content, Janes, Inc.does not undertake to monitor the submission of such content to, or the publication of such content on, this website.
No warranties
This website is provided “as is” without any representations or warranties, express or implied. Janes, Inc.makes no representations or warranties in relation to this website or the information and materials provided on this website.
Without prejudice to the generality of the foregoing paragraph, Janes, Inc.does not warrant that:
this website will be constantly available, or available at all; or
the information on this website is complete, true, accurate or non-misleading.
Nothing on this website constitutes, or is meant to constitute, advice of any kind. [If you require advice in relation to any [legal, financial or medical] matter you should consult an appropriate professional.
Limitations of liability
Janes, Inc.will not be liable to you (whether under the law of contact, the law of torts or otherwise) in relation to the contents of, or use of, or otherwise in connection with, this website:
to the extent that the website is provided free-of-charge, for any direct loss;
for any indirect, special or consequential loss; or
for any business losses, loss of revenue, income, profits or anticipated savings, loss of contracts or business relationships, loss of reputation or goodwill, or loss or corruption of information or data.
These limitations of liability apply even if Janes, Inc.has been expressly advised of the potential loss.
Exceptions
Nothing in this website disclaimer will exclude or limit any warranty implied by law that it would be unlawful to exclude or limit; and nothing in this website disclaimer will exclude or limit Janes, Inc. liability in respect of any:
death or personal injury caused by Janes, Inc. negligence;
fraud or fraudulent misrepresentation on the part of [NAME]; or
matter which it would be illegal or unlawful for Janes, Inc.to exclude or limit, or to attempt or purport to exclude or limit, its liability.
Reasonableness
By using this website, you agree that the exclusions and limitations of liability set out in this website disclaimer are reasonable.
If you do not think they are reasonable, you must not use this website.
Other parties
You accept that, as a limited liability entity, Janes, Inc.has an interest in limiting the personal liability of its officers and employees. You agree that you will not bring any claim personally against Janes, Inc. officers or employees in respect of any losses you suffer in connection with the website.
Without prejudice to the foregoing paragraph,] you agree that the limitations of warranties and liability set out in this website disclaimer will protect Janes, Inc. officers, employees, agents, subsidiaries, successors, assigns and sub-contractors as well as Janes, Inc.
Unenforceable provisions
If any provision of this website disclaimer is, or is found to be, unenforceable under applicable law, that will not affect the enforceability of the other provisions of this website disclaimer.
Indemnity
You hereby indemnify Janes, Inc.and undertake to keep Janes, Inc.indemnified against any losses, damages, costs, liabilities and expenses (including without limitation legal expenses and any amounts paid by Janes, Inc.to a third party in settlement of a claim or dispute on the advice of Janes, Inc. legal advisers) incurred or suffered by Janes, Inc.arising out of any breach by you of any provision of these terms and conditions, or arising out of any claim that you have breached any provision of these terms and conditions.
Breaches of these terms and conditions
Without prejudice to Janes, Inc. other rights under these terms and conditions, if you breach these terms and conditions in any way, Janes, Inc.may take such action as Janes, Inc.deems appropriate to deal with the breach, including suspending your access to the website, prohibiting you from accessing the website, blocking computers using your IP address from accessing the website, contacting your internet service provider to request that they block your access to the website and/or bringing court proceedings against you.
Variation
Janes, Inc.may revise these terms and conditions from time-to-time. Revised terms and conditions will apply to the use of this website from the date of the publication of the revised terms and conditions on this website. Please check this page regularly to ensure you are familiar with the current version.
Assignment
Janes, Inc.may transfer, sub-contract or otherwise deal with Janes, Inc. rights and/or obligations under these terms and conditions without notifying you or obtaining your consent.
You may not transfer, sub-contract or otherwise deal with your rights and/or obligations under these terms and conditions.
Severability
If a provision of these terms and conditions is determined by any court or other competent authority to be unlawful and/or unenforceable, the other provisions will continue in effect. If any unlawful and/or unenforceable provision would be lawful or enforceable if part of it were deleted, that part will be deemed to be deleted, and the rest of the provision will continue in effect.
Entire agreement
These terms and conditions constitute the entire agreement between you and Janes, Inc.in relation to your use of this website, and supersede all previous agreements in respect of your use of this website.
Credits
This document was created using a Contractology template available at http://www.contractology.com.
FEATURES
Form 1040 Series
- Includes all states with personal income tax.
Form 1065 Series - Partnerships
- Prepare Form 1065 returns and partner Schedule K-1s.
- Items from Schedule K are automatically carried to the Schedule K-1 and partner basis worksheets, and prorated among partners based on ownership percentage. When interests are transferred, you can indicate the new percentage. Amounts can be overridden as need. You can also track adjusted basis for each partner.
- State e-filing is available for Michigan SBT and Massachusetts. More states will be added as they begin to accept e-filed partnership returns.
Form 1120S Series – S Corporations
- Prepare 1120S returns and shareholder Schedule K-1s. The Schedule K-1s can be exported to the shareholder’s 1040 return, eliminating double entry.
- Automatically carries items from Schedule K to the Schedule K-1s and prorates among shareholders based on shares owned. For share transfers, percentage is calculated based on days shares held by each shareholder. Amounts can be overridden as needed. You can also track adjusted basis for each shareholder.
- Includes all states that require a return for an S corporation. Massachusetts and Michigan SBT can be e-filed.
Form 1120 Series – Corporations
- Prepare Form 1120, 1120-C, and 1120 state returns for all states that require a return for corporations.
- Form 1120X is available for amended returns.
- You can also prepare Form 1120-H returns for homeowners associations.
- Includes e-filing for federal 1120 returns, as well as for Kansas, Massachusetts, Michigan SBT, and Wisconsin.
Form 1041 Series – Estates and Trusts (Fiduciary)
- Prepare any of the nine types of 1041 entities.
- Client instruction letters can be prepared for the estate, beneficiaries, or both.
- All 46 states that require a return for an estate income tax are included.
- E-filing is available for the federal return and for Massachusetts.
Form 990 Series – Exempt Organizations
- Prepare the following returns:
- Form 990, 990-A, 990-B, 990-EZ, 990-N, 990-T or Form 990-PF
- California Form 199
- New York forms CHAR500 and CHAR500-C
Form 706 Series – Estate and Generation Skipping Transfers
- Also includes California, Florida, Maine, Massachusetts, New Jersey, New York, Texas and Wisconsin.
709 Series
- Prepare all 4 pages of Form 709.
Download the full list of included federal forms and schedules (PDF)