FAQs


» Can credit unions participate in the program?
» What is the TurboTax co-branded microsite?
» Where will I get marketing materials for the program?
» Can you give me ideas for marketing TurboTax to my customers?
» How much does it cost to become a TurboTax affiliate?
» How much money will I earn?
» How do I access my customer usage reports?
» How will customers get help with using TurboTax?
» Is tax information private and secure?
» What if I have more questions about the TurboTax affiliate program?
» How do I enroll in the TurboTax Affiliate Program?

Can credit unions participate in the program?

In an effort to better serve the needs of our Credit Union partners we have developed a tiered program based upon the asset size of participating Credit Unions. If your Credit Union has over $1.5 Billion in assets, please enroll in the TurboTax Affiliate Program from this web site.

If your credit union has less than $1.5 billion in assets, the enrollment process can be facilitated through one of our third-party providers. For more information, please send an e-mail to affiliate_support@intuit.com, and we will have one of our third-party providers contact you.

What is the TurboTax co-branded microsite?

As a participating affiliate, you will receive a co-branded microsite for your institution. Your customers or members can access your microsite through the TurboTax links placed on your website. Your microsite will be co-branded with your logo and will contain access to TurboTax products. In addition to product selection pages, your microsite will contain robust tax content, including numerous tax articles and helpful calculators.

Where will I get marketing materials for the program?

Once you are approved as an affiliate, you will have access to the TurboTax Affiliate Marketing Toolkit. There you will find everything you need to market TurboTax to your customers, including a full marketing plan template, banners, logos, e-mail templates, statement insert templates, and more.

Plus we have a dedicated Affiliate Manager who will help make you successful by providing you marketing and program support.

You also have to be willing to allocate and commit the necessary resources to marketing your affiliate program. Most affiliate programs, when managed properly with attention to marketing and customer service, are successful.

Can you give me ideas for marketing TurboTax to my customers?

Of course! The Affiliate Marketing Toolkit can provide you turn-key TurboTax online & offline marketing collateral. In addition, your dedicated Affiliate Manager can help you build a solid program.

How much does it cost to become a TurboTax affiliate?

Enrollment in the TurboTax Affiliate Program is FREE, and there is no annual membership fee.

How much money will I earn?

As an affiliate, you will receive up to a 15% revenue share based upon net usage fees actually collected from customers who complete and pay for their tax return from your co-branded site, if you meet the minimum amount of $300. For more details on conditions of payout please refer to section 6.1 of the TURBOTAX® AFFILIATE AGREEMENT.

How do I access my customer usage reports?

Once you are approved for the Affiliate Program, you will receive a user name and password for our reporting site, where you can access your customer usage reports. Our reporting is updated frequently and ensures that all of your sales are counted and makes it a snap for you to keep track of your results.

How will customers get help with using TurboTax?

Technical support will be available throughout the tax season.

  1. For free online support, customers should first visit our technical support Website at http://support.turbotax.intuit.com.
  2. If a customer cannot find the answer to a question using our technical support Website, he or she may contact a technical support agent by telephone. Links to telephone numbers can be found on the technical support Website. Fees may apply to some 'how do I' questions.

Is tax information private and secure?

Yes. Intuit is committed to protecting our customers' privacy and security. To learn more about Intuit's privacy and security practices, please refer to the TurboTax.com and TurboTax Online Privacy Promise.

What if I have more questions about the TurboTax affiliate program?

We have a dedicated Affiliate Manager to help make you successful by arming you with marketing materials and support. To get in touch with our team, email affiliate_support@intuit.com

How do I enroll in the TurboTax Affiliate Program?

Simply accept the online agreement Affiliate Enrollment Form.