TaxBit's Refund Policy

If for any reason you are unsatisfied with your TaxBit account, and you'd like to cancel your subscription, we completely understand. We encourage you to first contact our awesome Support Team about any issues you might experience.

We work tirelessly to improve the product we've created, and your feedback helps us do that. Our incredible team can often help explain and resolve any potential difficulties regarding your account!

Do I qualify for a refund?

You are welcome to cancel and request a refund at any time as long as you have not downloaded your tax forms or exported 2500 transactions or more. In other words, if you have downloaded the current tax year's 8949 form, and/or if you have exported a record of transactions from the My Transactions page with 2500 or more transactions, you no longer qualify for a refund.

If you have exported fewer than 2500 transactions, and if you have not downloaded your tax forms from your account, you would qualify for a full refund for your current subscription!

I qualify for a refund. What's next?

If you've determined that you qualify for a refund, the next thing you'll need to do is contact our Support Team. Our team will be able to take your feedback and help you with the next steps.

You can reach out via our live chat feature or send us an email at support@taxbit.com to request your refund. And if you're not quite sure if you qualify for a refund or not, don't worry! Let us know, and we'll figure out the best options for your situation.