A tax preparation software platform that enables individuals and businesses to file federal and state tax returns electronically. The service processes sensitive financial information including income data, Social Security numbers, and bank account details, making privacy and data security policies critical for user protection. Terms of service govern the software licensing, fee structure, and liability limitations that affect millions of taxpayers who rely on the platform for annual tax compliance.

2 Documents
14 All provisions 0 High severity 8 Medium severity 6 Low severity
5 Changes · 12 mo
Jul 15, 2026 Last change

High, provisions that significantly limit your legal rights, authorize broad data collection, or create material financial exposure. Medium, provisions worth knowing about but with partial protections or limited scope. Low, standard terms with minimal consumer impact.

Governance Coverage
Contract Terms
59 provisions · 6 high · 41 med
Payment Fees
12 provisions · 2 high · 7 med
Refunds
10 provisions · 6 high · 4 med
Liability Limitation
8 provisions · 4 high · 4 med
Platform Discretion
6 provisions · 5 med
Indemnification
5 provisions · 4 high · 1 med
Restricted Content
3 provisions · 3 med
Privacy Rights
3 provisions · 1 high · 2 med
Data Sharing
2 provisions · 1 high · 1 med
Policy Changes
2 provisions · 1 high · 1 med
Key Governance Provisions
High Desktop Not for Use by Paid Preparers

Paid preparers who use TurboTax Desktop are using the software outside its permitted scope, which may affect the validity of any guarantees or the enforceability of the agreement for those users.

High Desktop Business Calculation Error Penalty Payment

The guarantee covers only penalties and interest arising from calculation errors, not the underlying tax liability, which remains the user's obligation regardless of TurboTax's error.

High Desktop Add-On Products Non-Refundable

Users who purchase Desktop add-ons have no refund option, regardless of satisfaction or other circumstances, creating a permanent financial commitment at the point of purchase.

High Desktop 60-Day Satisfaction Money Back Guarantee

The guarantee is time-limited to 60 days from purchase and requires following a specific process at a designated URL; missing either condition may forfeit the refund right.

High Expert 365 Bookkeeping Cannot Detect Fraud or Errors

Users who assume the bookkeeping service will catch financial irregularities or fraud may be left exposed; TurboTax explicitly disclaims that function.

Document Coverage
Privacypolicy Termsofservice
Last change detected: Jul 15, 2026 Changes (12 months): 5 Documents monitored: 2 Provisions tracked: 14
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Documents

TurboTax Privacy Statement

Medium

TurboTax collects your data across its products and stores most of it in one Intuit Account — though your tax preparation data is kept separate. It uses cookies to show …

Last updated May 5, 2026 · Privacy policy
7 provisions 5 versions captured 2 significant changes Version history →

TurboTax Terms of Use

Last updated May 5, 2026 · Terms of service
0 provisions 2 versions captured Version history →

Recent Changes

May 29, 2026 · TurboTax Privacy Statement Medium

TurboTax updated its cookie and tracking technology disclosure on May 29, 2026, restructuring how it describes advertising practices. The previous version explained that TurboTax and advertising partners use cookies to …

View change record →
May 23, 2026 · TurboTax Privacy Statement Medium

TurboTax updated its privacy policy on May 23, 2026 to add detailed disclosure of its cookie and tracking technology practices. The updated language now explicitly describes how the company uses …

View change record →
📈 Policy Drift Analysis View all changes →

Medium Severity Provisions (8)

View all high severity provisions → Compare TurboTax with other platforms →

Applicable Regulations

CCPA/CPRA
California, USA
View official text ↗
Colorado AI Act
US-CO
View official text ↗
CFAA
United States Federal
View official text ↗
Connecticut Data Privacy Act Amendments
US-CT
View official text ↗
CAN-SPAM
United States Federal
View official text ↗
FCRA
United States Federal
View official text ↗
FTC Act Section 5
United States Federal
View official text ↗
GLBA
United States Federal
View official text ↗
Indiana Consumer Data Protection Act
US-IN
View official text ↗
Kentucky Consumer Data Protection Act
US-KY
View official text ↗
Texas AI Act
Texas, USA
View official text ↗
Universal Opt-Out Mechanism Expansion 2026
US
View official text ↗
VPPA
United States Federal
View official text ↗

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Frequently Asked Questions

What TurboTax documents does ConductAtlas track?

ConductAtlas tracks 2 TurboTax documents including terms of service, privacy policy, and other governance documents. Every document is captured daily with cryptographic verification.

How many policy changes has TurboTax made in the past year?

TurboTax has made 5 policy changes in the past 12 months across the documents ConductAtlas tracks.

How many provisions has ConductAtlas classified for TurboTax?

ConductAtlas has classified 14 provisions across TurboTax's tracked documents. 0 are rated high severity, 8 medium, and 6 low.

Can I get alerts when TurboTax changes their policies?

Yes. Monitor subscribers ($4.99/month) can add TurboTax to their watchlist and receive same-day email alerts whenever any tracked document changes.