Payment Policies

Credit Card Policy
Due to the significant increase in credit card fraud, and the subsequent increase of cancelled credit cards, we now charge credit cards when orders are placed instead of when we ship.

Check Payment Policy
Checks are deposited when orders are received.

Sales Tax
Tax Materials Inc. collects sales tax from the following states:

CA, CO, GA, HI, IA, IL, IN, KY, LA, MD, ME, MI, MN, NC, ND, NE, NJ, NV, NY, OK, SC, UT, WA, WI, and WV

Effective July 1, 2019, we will be required to collect sales tax from the following states:
PA


Refund Policies
Satisfaction is our First Priority
We stand behind our products and guarantee customer satisfaction.

TheTaxBook Series
Use TheTaxBook the entire tax season. If you are not satisfied for any reason, return it by April 15 for a full refund.

TTB WebLibrary
If you are not satisfied with your subscription for any reason, call or email us within 30 days of your purchase and we will issue a full refund.

TTB Online CPE
If you are not satisfied with the Online CPE Hours for any reason, and have not used your hours to complete CPE courses, call or email us within 30 days of your purchase and we will issue a full refund. Note, we will not provide a refund if you have used any portion of your hours.

TTB Client Handouts
If you are not satisfied with your subscription for any reason, call or email us within 30 days of your purchase and we will issue a full refund.

How to Return a Product
Please note the refund amount for returned products will not include shipping and handling charges.

  1. Call 1-866-919-5277 to request a transaction number.
  2. Include a note with the transaction number along with the product.
  3. Ship the product, transaction number, and packing list to:

TheTaxBook (TTB)
15105 Minnetonka Ind. Rd. STE 221
Minnetonka, MN 55345