Tax preparation, platform services and business operations are covered
The described processing includes TurboTax tax-return preparation, providing the websites and platform benefits, and operating, improving and developing the business. Personalization may include ads or Intuit product recommendations depending on your settings. The tax-return definition concerns TurboTax preparation, not all information held by every service.
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This Privacy Statement describes our privacy practices when we process:
Personal information for the purposes of preparing a tax return or in connection with the preparation of a tax return (collectively, “Tax Return Information”) as part of providing TurboTax tax preparation services;
Personal information for the purposes of providing the benefits of our websites and the Intuit Platform, including as defined in our applicable Terms of Service; and
Personal information as necessary to manage, run, improve, and develop our business and personalize your experience while interacting with the Intuit Platform. Depending on your settings, this may include showing you personalized ads or recommending certain Intuit products based on your interests.
Use & Processing · Company practice
Personal information supports accounts, services and support
Intuit may use personal information to provide the platform, create accounts, manage the relationship and business, resolve billing or other disputes, deliver requested services and credit reports or scores, connect users with experts or others, communicate financial-privacy notices, provide support and authenticate identity. Other uses may be described at collection.
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We may use your personal information in a number of ways or as otherwise described at the time of collection:
Service delivery and operations. We may use your personal information to:
Provide you with the Intuit Platform, create your account and manage our relationship with you
Run and manage our business, including resolving billing and financial disputes
Provide features to you, such as your free credit reports and scores
Provide a product or service that you have requested through the Intuit Platform
Connect you with experts and other users
Communicate with you, such as sending you electronic notifications concerning your financial privacy
Provide you with support and resolve disputes
Authenticate your identity
Use & Processing · Company practice
Information is used for events and office security
Intuit may manage event registration, attendance and communications, register office visitors for security, and administer visitor nondisclosure agreements.
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Manage event registrations and attendance, including sending related communications to you
Register visitors to our offices for security reasons and manage non-disclosure agreements that visitors may be required to sign
Use & Processing · Company commitment
A limit right is promised if sensitive-data use exceeds CCPA-permitted purposes
Intuit says it collects CCPA sensitive information for legally allowed purposes or with consent, and uses it only as necessary for service operations, compliance/protection, research/development, or improvement/analytics in accordance with the CCPA. If it uses that information outside CCPA-permitted purposes, it promises a right to limit processing. The text does not state that this conditional limit control is currently required for every sensitive-data use.
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We collect Sensitive Personal Information for the purposes allowed by law or with your consent. We only use Sensitive Personal Information as necessary for our (1) Service delivery and operations, (2) compliance and protection, (3) research and development, or (4) Service improvement and analytics purposes in accordance with CCPA. If we use Sensitive Personal Information outside the permitted purposes of the CCPA, we will provide you with the right to limit processing of Sensitive Personal Information.
Use & Processing · Company commitment
Covered sensitive information will not be processed without consent
In the other-U.S.-states section, Intuit promises not to process sensitive personal information without consent where it falls under those applicable state laws. Exempt information or entities, including relevant GLBA cases, remain outside that section. This is separate from the California permitted-purpose wording.
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Some of the Personal Information that we may collect may be considered Sensitive Personal Information under certain Applicable State Privacy Laws. We will not process your Sensitive Personal Information without your consent.
but does not include information or entities exempted from the scope of the Applicable State Privacy Laws, such as those subject to GLBA.
Australian objections or consent withdrawal can limit services
Australian residents may object to processing, including marketing, or request restriction through the contact link. Stopping some or all processing or withdrawing applicable consent may prevent Intuit from providing all services and support.
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You may object to our processing of your personal information, including for marketing purposes, or ask us to restrict processing of your personal information.
If you request that we stop processing some or all of your personal information or you withdraw (where applicable) your consent for our use or disclosure of your personal information for purposes set out in this privacy notice, we might not be able to provide you all of the Services and customer support offered to our users and authorized under this Notice.
Use & Processing · User right or choice
Canadian consent can be withdrawn without undoing earlier lawful processing
Canadian residents can withdraw consent to collection, use and disclosure at any time. Withdrawal does not affect earlier lawful processing or processing based on another lawful ground. They can also complain to the applicable Privacy Commissioner.
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You can withdraw your consent at any time to collection, use and disclosure of your personal information. Withdrawing your consent will not affect the lawfulness of any processing we conducted prior to your withdrawal, nor will it affect processing of your personal information conducted in reliance on lawful processing grounds other than consent.
You have the right to file a complaint with the applicable Privacy Commissioner about our collection and processing of your personal information.
Use & Processing · User right or choice
European residents may object, seek restriction or request portability
The UK/Gibraltar, EEA and Switzerland section says residents may object to processing, ask for restriction and request portability of their personal information. These are stated request rights; this passage does not specify every eligibility condition or guarantee every request’s outcome.
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You may object to our processing of your personal information or ask us to restrict processing of your personal information.
You may request portability of your personal information.
Use & Processing · User right or choice
European consent withdrawal does not undo earlier lawful processing
When processing relies on consent, UK/Gibraltar, EEA and Swiss users can withdraw it at any time. Withdrawal does not affect past lawful processing or processing based on lawful grounds other than consent.
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If we process your personal information with your consent, you can withdraw your consent at any time. Withdrawing your consent will not affect the lawfulness of any processing we conducted prior to your withdrawal, nor will it affect processing of your personal information conducted in reliance on lawful processing grounds other than consent.
Use & Processing · Company practice
Product development can use personal information to train AI models
Intuit may analyze platform use, interactions and certain content customers send or display to improve products, develop insights and train AI or machine-learning models. Google Workspace API data is expressly excluded from generalized model development, improvement and training; Intuit says that data is ingested only to deliver services on the customer’s behalf and ensure safety, not retrain models. The separate U.S. Tax Return Information restriction also applies: use or disclosure beyond necessary tax preparation or legal authorization requires consent.
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Research and development. We may use your personal information to:
Improve and develop our products and services by analyzing how they are used and interacted with, by training our artificial intelligence models and other machine learning models, as well as by assessing the use of and interactions with our Platform and certain content our customers send or display through the Platform, including by conducting data analytics to develop insights about you, your needs, and your preferences, so we can make more informed predictions, recommendations, and products for our customers.
Please note any data obtained through Google Workspace APIs is not used to develop, improve, or train any generalized AI and/or ML models. Any data originating from the Google Workspace API is instead ingested only by Intuit’s and our third-party providers’ artificial intelligence tools to deliver services on the customer’s behalf and to ensure safety, not for model retraining.
Combined information can become anonymous research and marketing statistics
Intuit may combine and anonymize information about interactions to create aggregate anonymous statistics for research, including work with academic institutions, and for marketing, promoting, improving and developing the platform.
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Combine and anonymize information about your interactions with Intuit to create aggregate, anonymized statistics for use in research (including by contracting with academic institutions) and for marketing, promoting, improving, and developing our platform.
Use & Processing · Company practice
Marketing uses preferences and inferred interests across channels
Intuit, service providers and advertising partners may collect and use personal information for marketing. Promotional communications, gifts and recommendations may arrive by email, post, phone, SMS or push notifications in accordance with marketing preferences. Insights about interactions can tailor offers and ads on Intuit properties and outside platforms or devices. Advertising-network sharing is addressed separately and regional rules may add choices.
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We, our service providers and our third-party advertising partners may collect and use your personal information for marketing and advertising purposes to:
Market services, products and experiences, including to deliver gifts and promotional materials, product recommendations and other non-transactional communications via email, post, telephone, SMS or push notifications, in accordance with your marketing preferences.
Personalize your experience and tailor recommendations, advertising, and offers presented to you, including through the development of insights about you and your needs based on your interactions with the Intuit Platform’s products, services, and offerings. These advertisements may be displayed to you on Intuit’s digital properties, including our websites and mobile apps, media platforms, connected devices, or other third-party platforms and channels.
Some uses require consent; compatible purposes may also be used
Intuit may specifically request consent in some cases, including where law requires it. It may also process information for purposes compatible with those listed when applicable law permits. This is not unrestricted permission for unrelated purposes.
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In some cases, we may specifically ask for your consent to use your personal information, such as when required by law.
We may process your personal information for other purposes that are compatible with the above purposes where permitted by applicable law.