Refund Transfer Enrollment Sweepstakes

NO PURCHASE IS NECESSARY TO ENTER OR WIN. A PURCHASE WILL NOT INCREASE YOUR CHANCES OF WINNING. ALL APPLICABLE FEDERAL, STATE, LOCAL, AND MUNICIPAL LAWS AND REGULATIONS APPLY. VOID WHERE PROHIBITED BY LAW.

PARTICIPATION CONSTITUTES ENTRANT’S FULL AND UNCONDITIONAL AGREEMENT TO AND ACCEPTANCE OF THESE OFFICIAL SWEEPSTAKES RULES, WHICH ARE FINAL AND BINDING. WINNING A PRIZE IS CONTINGENT UPON COMPLYING WITH THE OFFICIAL SWEEPSTAKES RULES AND FULFILLING ALL CONDITIONS TO WIN, WHICH ARE FULLY DESCRIBED HEREIN.

WINNER WILL BE REQUIRED TO RESPOND TO WINNER NOTIFICATION AND OTHER COMMUNICATIONS FROM SPONSOR (DEFINED BELOW) ACCORDING TO THESE OFFICIAL RULES.

EACH TEXT MESSAGE SENT OR RECEIVED MAY INCUR A CHARGE AS PROVIDED IN YOUR RATE PLAN, STANDARD TEXT AND/OR DATA RATES APPLY.

BY ENTERING, YOU AGREE TO THESE OFFICIAL RULES, WHICH CONSTITUTE A LEGALLY BINDING CONTRACT. READ ALL RULES CAREFULLY BEFORE ENTERING.

Eligibility:  TaxAct Professional’s Refund Transfer Enrollment Sweepstakes (the “Sweepstakes”) is open only to tax professionals (“Pro” or Pros”) who use TaxAct’s Professional Software who satisfy all of the requirements at the time of entry: (i) are legal residents of the United States; (ii) are at least eighteen (18) years of age; (iii) enrolls to offer Refund Transfer Bank Products offered by Republic Bank & Trust Company, Member FDIC or Santa Barbara Tax Products Group, LLC for TY23 and is approved by the respective bank by March 31, 2024; and (iv) are not otherwise ineligible to enter the Sweepstakes.  See Appendix for additional information on Bank Product disclosures. Employees (and their immediate families) of TaxAct (the “Sponsor”), its parent Company, Taxwell, Inc., and any of their respective parents, subsidiaries, affiliates, suppliers, independent contractors, agencies, immediate family members (spouse, sibling, and children, regardless of where they live), and any persons living in the same household as such employees (regardless of relation) are not eligible to participate in the Sweepstakes. Sweepstakes is subject to all applicable federal, state, local laws and regulations and is void where prohibited by law. The Sweepstakes is not open to the general public; only to tax professionals who meet the eligibility requirements above.

1. Sweepstakes Description: The Sweepstakes begins on November 1, 2023, at 12:00 AM CT and ends, March 31, 2024, at 11:59 PM CT (“Entry Period”). Any Pro who is actively enrolled in TY23 Refund Transfers offered by TaxAct Professional will automatically receive one (1) entry into the Sweepstakes. Participation in the Sweepstakes does not constitute participation in any other promotion, contest or Sweepstakes. Limit one (1) entry per Pro during the Entry Period and one (1) prize per Pro. TaxAct reserves the right to extend the dates for the Entry Period. Eligible entrants for the Sweepstakes have a chance to win one of three prizes each valued up to $500. Winners may only win one prize per person.

2. Limits on Entries & How to Enter: To enter, the Pro must enroll to offer TY23 Refund Transfers offered by TaxAct Professional and be approved by the bank. Enrollment is available at https://www.taxact.com/professional/bank-products/refund-transfer (“Website”) where eligible participants must follow the online instructions to enroll. An eligible Pro may enroll one (1) time for TY23. TaxAct Professional will then enter the Pro’s name into the Sweepstakes. All entries become the property of the Sponsor. By successfully transmitting a completed enrollment form, as directed, during the Entry Period, you will be entered in the Sweepstakes. You may enter the Sweepstakes at any time during the Entry Period. Incomplete and/or inaccurate and/or rejected enrollments to offer Refund Transfers are void for entry in the Sweepstakes. If it is discovered during prize verification that you have entered, attempted to enter, or used multiple accounts to enter more than the stated limit, you will be disqualified at the discretion of the Sponsor or will be void. All Entries become property of Sponsor and will not be acknowledged or returned.

3. How to Opt-Out of the Sweepstakes: By enrolling to offer TY23 Refund Transfers and upon approval by the bank, you will be entered into the Sweepstakes. If you do not wish to participate in the Sweepstakes, you may opt out by sending an email to: monaghan@taxact.com, subject line: Refund Transfer Enrollment Sweepstakes Opt-Out, and in the text of the email provide your name, email address, and state that you wish to completely opt out from the TY23 Refund Transfer Enrollment Sweepstakes. This opt-out email must be sent during the Entry Period. Once you opt out, you cannot opt back in; any and all potential Sweepstakes entries resulting from an otherwise qualifying TY23 Refund Transfer enrollment will be invalidated and nullified. The opt-out only applies to this specific Sweepstakes. 

4. Prizes and Odds of Winning: Three (3) potential prize winners will be selected in a random drawing on or about April 1, 2024, from all eligible entries received during the Entry Period (each a “Winner” and collectively the “Winners”). Each Winner will receive a $500 Amazon™ e-gift card with an Approximate Retail Value (“ARV”) of Five Hundred Dollars ($500 USD). All costs and other expenses not expressly listed above are excluded from the prize and the sole responsibility of each Winner. The random drawing, selection of any of the Winners, and awarding of the prize will be conducted by or at the direction of the Sponsor, whose decisions are final and binding in all matters pertaining to this Sweepstakes. No prize substitution will be allowed, except that the Sponsor reserves the right to substitute a prize of comparable or greater value if the prize listed is unavailable for any reason. Odds of winning depend on the number of eligible entries received.

5. Winner Notification: Within seventy-two (72) hours of the random prize drawing, each potential prize Winner will be notified by their contact information provided at the time of entry, such as email, text message, U.S. mail, telephone, or private delivery service, (at the Sponsor’s sole discretion) and will be required to sign and return documentation, such as an Affidavit of Eligibility and Release of Publicity and Liability (where permitted by law), within five (5) calendar days of notification. Each potential prize Winner’s eligibility is subject to independent verification and, if failed, will result in prize forfeiture. If a potential prize Winner does not timely respond, is determined to be ineligible, or if the prize or prize notification is returned unclaimed or undeliverable for whatever reason beyond the control of the Sponsor, that Winner’s prize will be forfeited, and an alternate potential prize winner may be selected among the remaining eligible entries through the same random selection method if time permits and in the Sponsor’s sole discretion. Once a prize has been delivered to the winner via email from Sponsor, the prize is considered “awarded.” Taxes on any prize are the sole responsibility of the winner. No cash equivalents, prize substitutions or transfer of prize permitted except that Sponsor reserves the right to substitute a prize of equal or greater value in the event that an offered prize is unavailable.

6. General Liability Release: Acceptance of a prize constitutes the Winner’s permission for the Sponsor to use Winner’s name, image, likeness, voice, picture, audio and video recordings of, biographical information, statements, and any material based thereon or derived there from, or to refrain from so doing, and address (city and state), without the ability to review, for advertising, promoting and/or publicity purposes worldwide and in any and all forms of media now known or hereafter developed, in perpetuity, without further compensation, where permitted by law. Each entrant agrees that the Sponsor: (a) shall not be responsible or liable for, and are hereby released from, any and all costs, injuries, losses or damages of any kind, including, without limitation, death, bodily injury, or property damage, due in whole or in part, directly or indirectly, to participation in the Sweepstakes or any Sweepstakes-related activity, or from entrants’ acceptance, receipt, possession and/or use or misuse of any prize; and (b) have not made any warranty, representation or guarantee express or implied, in fact or in law, with respect to any prize, including, without limitation, to such prize’s quality or fitness for a particular purpose. Sponsor is not responsible for incomplete, illegible, misdirected, misprinted, late, or lost prize notifications; or for lost, interrupted, inaccessible or unavailable networks, servers, satellites, Internet service providers, websites, or other connections; or for miscommunications, failed, jumbled, scrambled, delayed, or misdirected computer, telephone or cable transmissions; or for any technical malfunctions, failures, difficulties or other errors of any kind or nature; or for the incorrect or inaccurate capture of information, or the failure to capture any information.

7. General Terms: Entry in the Sweepstakes constitutes each entrant’s full and unconditional acknowledgment and acceptance of these official rules and the decisions of the Sponsor, which are final and binding. The Sponsor reserves the right in their discretion to disqualify any Pro or other individual who is found to be tampering with the entry process or the operation of the Sweepstakes, to be acting in violation of these official rules, or to be acting in an unsportsmanlike or disruptive manner, or with the intent to disrupt or undermine the legitimate operation of the Sweepstakes, or to annoy, abuse, threaten or harass any other person, and the Sponsor reserves the right to seek damages and other remedies from any such person to the fullest extent permitted by law. The Sponsor is not obligated to acknowledge or return entries. Proof of delivery of an entry will not be deemed proof of actual receipt by the Sponsor. CAUTION: ANY ATTEMPT BY AN ENTRANT, PRO OR ANY OTHER INDIVIDUAL TO DELIBERATELY DAMAGE THE SWEEPSTAKES SITE OR UNDERMINE THE LEGITIMATE OPERATION OF THE SWEEPSTAKES MAY BE A VIOLATION OF CRIMINAL AND CIVIL LAWS AND, SHOULD SUCH AN ATTEMPT BE MADE, THE SSPONSOR RESERVES THE RIGHT TO SEEK DAMAGES FROM ANY SUCH PERSON TO THE FULLEST EXTENT PERMITTED BY LAW. The Sponsor’s failure to enforce any term of these official rules shall not constitute a waiver of such provision or right. In the event of a dispute as to any online entry, the authorized account holder of the email address used to participate will be deemed to be the entrant. The “authorized account holder” is the Pro who is a natural person who is assigned to an email address by an Internet access provider, online service provider, or other organization responsible for assigning email addresses for the domain associated with the submitted email address. Internet entry must be made by the entrant only at the authorized web site address(es) listed in these official rules. Entries may not be made by any other individual or any entity, and/or originating at any other Internet website or email address, including but not limited to commercial sweepstakes subscription notification and/or entering service sites.

8. Force Majeure: The Sponsor reserves the right to modify, extend, suspend, or terminate the Sweepstakes, in whole or in part, if it determines, in its sole discretion, that the Sweepstakes or any particular sweepstakes drawing is technically impaired or corrupted or that fraud or technical problems, failures or malfunctions or other causes beyond the Sponsor’s control have destroyed or severely undermined or to any degree impaired the integrity, administration, security, proper play and/or feasibility of the Sweepstakes or particular sweepstakes drawing as contemplated herein. In the event the Sponsor is prevented from awarding prizes or continuing with the Sweepstakes or a particular Sweepstakes drawing as contemplated herein by any event beyond its control, including but not limited to fire, flood, natural or man-made epidemic of health of other means, earthquake, explosion, labor dispute or strike, act of God or public enemy, satellite or equipment failures, riot or civil disturbance, terrorist threat or activity, war (declared or undeclared) or any federal state or local government law, order, or regulation, public health crisis (e.g., COVID, SARS, etc.), order of any court of jurisdiction, or other cause not reasonably within the Sponsor’s control (each a “Force Majeure” event or occurrence), then subject to any governmental approval which may be required, the Sponsor shall have the right to modify, suspend, or terminate the Sweepstakes in its entirety or the affected portion of the Sweepstakes.

9. Disputes, Arbitration and Choice of Law: Except where prohibited by law, as a condition of participating in this Sweepstakes, each entrant agrees to the following: (1) any and all disputes and causes of action arising out of or connected with this Sweepstakes, or any prizes awarded, shall be resolved individually, without resort to any form of class action, and exclusively by final and binding arbitration under the rules of the American Arbitration Association and held at the AAA regional office in Frisco, Texas; (2) the Federal Arbitration Act shall govern the interpretation, enforcement and all proceedings at such arbitration; and (3) judgment upon such arbitration award may be entered in any court having jurisdiction. Under no circumstances will entrant be permitted to obtain awards for, and entrant hereby waives all rights to claim, punitive, incidental or consequential damages, or any other damages, including without limitation attorneys’ fees, other than entrant’s actual out-of-pocket expenses directly associated with their entering this Sweepstakes, and entrant further waives all rights to have damages multiplied or increased. All issues and questions concerning the construction, validity, interpretation and enforceability of these official rules, or the right and obligation of entrants and the Sponsor in connection with this Sweepstakes, shall be governed by, and construed in accordance with, the substantive laws of the State of Texas, USA, without regard to Texas choice of law provisions.

10. Personally Identifying Information: Information submitted in connection with this Sweepstakes will be treated in accordance with these official rules and the Sponsor’s privacy notice, as may be amended from time to time, including without limitation, the privacy notice for the Sponsor located at https://www.taxact.com/privacy-policy. By participating in the Sweepstakes, each entrant hereby agrees to the Sponsor’s collection and usage of their personally identifying information, including without limitation for verification, prize fulfillment, marketing, and promotional purposes, and acknowledge that they have read and accepted the applicable privacy notices.

11. Severability/Headings: If any provision of these official rules is found to be unlawful, void, or for any reason unenforceable, then that provision shall be deemed severable from these official rules and shall not affect the validity and enforceability of any remaining provisions. Headings and captions are used in these official rules solely for convenience of reference and shall not be deemed to affect in any manner the meaning or intent of these official rules or any provision hereof.

12. Winner List/Official Rules: To request the name of the Winners, send an email to monaghan@taxact.com with the subject: TAXACT PROFESSIONAL’S REFUND TRANSFER ENROLLMENT SWEEPSTAKES Winner List Request, and responses shall be provided as required by applicable law. All requests must be received by July 1, 2024.

13. Trademarks: Any of Sponsor’s trademarks or third-party trademarks mentioned herein are the sole and exclusive property of their respective trademark owners, and no Sweepstakes entrant, participant, or Winner shall have any rights in and to such trademarks for any purpose.  The use or mention of such third-party trademarks in these Official Rules or in the Sweepstakes is solely for descriptive purposes and shall in no way imply an endorsement or sponsorship of the Sweepstakes. All rights reserved.

14. Sponsor’s Address: Sponsor, TaxAct, 3200 Olympus Blvd, Suite 150, Dallas, Texas 75019.

APPENDIX

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. Complete terms and conditions here. 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.

Refund Transfers offered by Republic Bank are fee-based products offered by Republic Bank & Trust Company, Member FDIC. A Refund Transfer Fee and all other authorized amounts will be deducted from the taxpayer’s tax refund.

Refund Transfers offered by TPG, a Green Dot Company, are deposit products using Civista Bank, Member FDIC, that enable certain deductions from the account to be processed. Refund Transfers are not loans. Tax refund and e-filing are required in order to receive Refund Transfer. Fees apply. Terms and conditions are subject to change without notice.

TaxAct, Inc. gets fees from some third parties, including Republic Bank and Santa Barbara Tax Products Group, LLC (TPG), that provide offers to its customers. This compensation may affect what and how we communicate offers to you. TaxAct is not a party to any transactions you may choose to enter into with these third parties, does not itself offer legal, financial, or investment advice, and disclaims any liability arising out of such transactions. Please see  www.republicbank.com/home/home & www.sbtpg.com for terms and conditions.