Personal Information

We collect this type of information from sources as described in this privacy statement, including:

• You

• Third parties, such as consumer reporting agencies, which verify the information you provided.

Example information elements in this category include:

• Social security number

• Driver’s license information

• Passport number

• Other government-issued identifiers as may be needed for compliance with law or to maintain the security and safety of your account and our services.

We use personal information as described in this privacy statement, including:

• To identify you

• To maintain the integrity of our records

• For customer verification, credit and reference checks

• For security and risk management, fraud prevention and similar purposes

• For our everyday business purposes

We may disclose this type of information as described in our privacy statement, including to:

• Our Affiliates

• Service Providers

• Financial institutions and financial offering providers with your consent

• Your third-party service providers with whom you’ve directed us to share your information

• Consumer reporting agencies

Other third parties (including government agencies) as required by law

We do not sell personal information.

You may request to delete your personal information at any time through your account settings, through our privacy center or by contacting a customer support agent. We will retain your information in accordance with our records retention program and delete it at the end of the retention period.

We collect this type of information from sources as described in this privacy statement, including:

• You
• Other Intuit users such as an organizational account administrator.
• Third parties, such as companies that help us maintain the accuracy of our information and information aggregators that help us complete and enhance our records

Example information elements in this category include:

• Fullname, nicknames or previous names (such as maiden names)
• Honorifics and titles, preferred form of address
• Mailing address
• Email address
• Telephone number
• Mobile number
• Contact information for related persons, such as authorized users of your account

We use personal information as described in this privacy statement, including:

To identify you and communicate with you and as described in the text of our privacy statement, including:

• To send transactional messages (such as account statements or confirmations)
• To send marketing communications, survey and invitations
• To personalize our communications and provide customer service

For our everyday business purpose

We may disclose this type of information as described in our privacy statement, including:

• Our Affiliates
• Service Providers
• Third parties who deliver our communications, such as the postal service and couriers
• Third parties who assist us with address hygiene and fulfillment
• Other third parties (including government agencies) as required by law, such as pursuant to legally binding subpoenas, court orders, and similar instruments)

We do not sell personal information.

You can opt-out of having your contact information used for direct marketing. To do this, visit your account settings or click on a link in the email you receive or contacting one of our customer support representatives.

You may request to delete your personal information at any time through your account settings, through our privacy center or by contacting a customer support agent. We will retain your information in accordance with our records retention program and delete it at the end of the retention period.

We collect this type of information from sources as described in this privacy statement, including:

• You, when you enroll in our biometric identity program

Example information elements in this category include:

• Biometric identifier: facial recognition information, keystroke information
• Mathematical representation of your biometric identifier, such as the template maintained for comparison

We use personal information as described in this privacy statement, including:

• To identify you and authenticate you

We may disclose this type of information as described in our privacy statement, including:

• Our Affiliates
• Service Providers
• Third parties who deliver our information technology and security programs
• Third parties who assist us with fraud prevention, detection and mitigation
• Other third parties (including government agencies) as required by law

We do not sell personal information.

You may request to delete your personal information at any time through your account settings, through our privacy center or by contacting a customer support agent. We will retain your information in accordance with our records retention program and delete it at the end of the retention period.

We collect this type of information from sources as described in this privacy statement, including from:

• You
• Third parties that provide access to information you make publicly available
• Third parties that provide information that helps us understand our customers, including information aggregators and public records providers.
• We may also infer information about you based on information that you have given us and your past interactions with us and other companies.

Example information elements in this category include:

• Personal demographic information and preferences, such as your age range, marital and family status, shopping preferences, languages spoken
• Household demographic information
• Education information
• Professional information
• Hobbies and interests
• Information about your company or business

We use personal information as described in this privacy statement, including:

• To better understand you and to understand our customers, generally
• To design experiences in our platform and programs that delight our customers
• To identify prospective customers
• For internal business purposes, such as quality control, training and analytics
• For our everyday business purposes

We may disclose this type of information as described in our privacy statement, including:

• Our Affiliates
• Service Providers
• Third parties with whom we have joint marketing and similar arrangements
• Other third parties (including government agencies) as required by law

We do not sell personal information.

You may request to delete your personal information at any time through your account settings, through our privacy center or by contacting a customer support agent. We will retain your information in accordance with our records retention program and delete it at the end of the retention period.

We collect this type of information from sources as described in this privacy statement, including from:

• You
• Third parties that process transactions for us, such as resellers and sales agents
• Automatically, such as through your subscription records

Example information elements in this category include:

• Customer account information
• Qualification Information
• Purchase history and related records (returns, product service records, records of payments, credits etc.)
• Records related to downloads and purchases of products applications
• Non-biometric information collected for consumer authentication (passwords, account security questions)
• Customer service records
• Visitor logs

We use personal information as described in this privacy statement, including:

• To fulfill our business relationship with you, including customer service
• For record keeping and compliance, including dispute resolution
• For internal business purposes, such as finance, quality control, training, reporting and analytics
• For risk management, fraud prevention and similar purpose
• For our everyday business purposes

We may disclose this type of information as described in our privacy statement, including to:

• Affiliates
• Service Providers
• Third parties with whom we have joint marketing and similar arrangements
• Third parties as needed to complete the transaction, including delivery companies, agents and manufacturers
• Customers, in connection with their use of TurboTax and the Intuit Platform
• Other third parties (including government agencies) as required by law

We do not sell personal information.

You may request to delete your personal information at any time through your account settings, through our privacy center or by contacting a customer support agent. We will retain your information in accordance with our records retention program and delete it at the end of the retention period.

We create inferred and derived information elements by analyzing our relationship and transactional information.

Example information elements in this category include:

• Propensities, attributes and/or scores generated by internal analytics programs and used to generate beneficial experiences and recommendations
• Propensities, attributes and/or scores generated by internal analytics programs and used for information security and fraud purposes

We combine inferred information with other information and use this type of information:

• To better understand you and to understand our customers generally
• To design and improve our experiences
• To provide you with recommendations education
• To identify prospective customers
• For internal business purposes, such as quality control, training and analytics
• For our everyday business purposes

We may disclose this type of information as described in our privacy statement, including to:

• Affiliates
• Service Providers
• Third parties with whom we have joint marketing and similar arrangements
• Other third parties (including government agencies) as required by law

We do not sell personal information.

You may request to delete your personal information at any time through your account settings, through our privacy center or by contacting a customer support agent. We will retain your information in accordance with our records retention program and delete it at the end of the retention period.

We collect this type of information from sources as described in this privacy statement, including from:

• You
• Your computer or devices when you interact withTurboTax and/or the Intuit platform, and our websites and applications.
• Automatically, via technologies such as cookies, web beacons, when you visit our website or other websites.
• Third parties, including security and advertising partners.
• We also associate information with you using unique identifiers collected from your devices or browsers.
• Online cookies, Web beacons and pixel tags

Example information elements in this category include:

• IP Address
• MAC Address or other device identifiers or persistent identifiers
• Online user ID
• Encrypted password
• Device characteristics (such as browser information)
• Web Server Logs
• Application Logs

We use personal information as described in this privacy statement, including:

• For system administration, technology management, including optimizing our websites and experiences
• For information security and cybersecurity purposes, including detecting threats/span>
• For record keeping, including logs and records maintained as part of Transaction Information
• To better understand our customers and prospective customers and to enhance our Relationship Information, including by associating you with different devices and browsers that you may use
• For online targeting and advertising purposes

For our everyday business purposes

We may disclose this type of information as described in our privacy statement, including to:

• Affiliates
• Service Providers
• Third parties who assist with our information technology and security programs
• Third parties who assist with fraud prevention, detection and mitigation
• Third party network advertising partners
• Other third parties (including government agencies) as required by law

We do not sell personal information.

You may request to delete your personal information at any time through your account settings, through our privacy center or by contacting a customer support agent. We will retain your information in accordance with our records retention program and delete it at the end of the retention period.

We collect this type of information from sources as described in this privacy statement, including from:

• You
• Automatically, such as when we record calls to our call center and use CCTV cameras in our facilities or events.
• During our customer research studies
• Third parties that provide access to information you make publicly available

Example information elements in this category include:

• Photographs
• Video images
• CCTV recordings
• Call center recordings and call monitoring records
• Voicemails

We use personal information as described in this privacy statement, including:

• For internal business purposes, such as call recordings used for training, coaching or quality control
• For relationship purposes, such as use of photos and videos
• For premises security purposes and loss prevention
• For our Everyday Business Purposes

We may disclose this type of information as described in our privacy statement, including to:

• Affiliates
• Service Providers
• Third parties who assist with our information technology and security programs
• Third parties who assist with fraud prevention, detection and mitigation
• Third party network advertising partners
• Other third parties (including government agencies) as required by law

We do not sell personal information.

You may request to delete your personal information at any time through your account settings, through our privacy center or by contacting a customer support agent. We will retain your information in accordance with our records retention program and delete it at the end of the retention period.

We collect this type of information from sources as described in this privacy statement, including from:

• You
• Payment processors and other financial institutions
• Consumer reporting agencies, loan underwriters and financial product providers
• Third parties that provide security and fraud prevention
• We may infer financial information about you based on your existing account status and lifestyle factors.

Example information elements in this category include:

• Bank account number and details (if you use automated payments)
• Payment card information
• Credit reports, credit scores
• Accounting statements
• Financial transaction statements and records
• Details of expenditures, savings accounts
• Salary details
• Tax refund details

We use personal information as described in this privacy statement, including:

• To provide you with TurboTax and the Intuit Platform as well as our others services and experiences
• To fulfill our business relationship with you, including processing payments, issuing refunds and collections
• For recordkeeping and compliance, including dispute resolution
• For internal business purposes, such as finance, audits, training, reporting and analytics
• For risk management, fraud prevention and similar purpose
• To provide you with recommendations, education and connect you with experts
• For our everyday business purposes

We may disclose this type of information as described in our privacy statement, including to:

• Affiliates
• Service Providers
• Other uses as part of providing you with the benefits of TurboTax and the Intuit Platform
• With your service providers whose services you connect to your Intuit Account
• Payment processors, financial institutions and others as needed to complete the transactions and for authentication, security and fraud prevention
• Other third parties [as permitted by GLBA and/or CFIPA] for such as consumer reporting agencies
• Other third parties (including government agencies) as required by law

We do not sell personal information.

You may request to delete your personal information at any time through your account settings, through our privacy center or by contacting a customer support agent. We will retain your information in accordance with our records retention program and delete it at the end of the retention period.

We collect this type of information from sources as described in this privacy statement, including from:

• You
• Your devices

Example information elements in this category include:

• Precise location (e.g., from mobile devices), including routes taken and time spent traveling
• Address details of your home or your business

We use personal information as described in this privacy statement, including:

• Provide TurboTax and the Intuit Platform as requested
• For information security and fraud prevention
• For our Everyday Business Purposes

We may disclose this type of information as described in our privacy statement, including to:

• Affiliates
• Service Providers
• Other uses as part of providing you with the benefits of TurboTax and the Intuit Platform
• With your service providers whose services you connect to your Intuit Account
• Payment processors, financial institutions and others as needed to complete the transactions and for authentication, security and fraud prevention
• Other third parties [as permitted by GLBA and/or CFIPA] for such as consumer reporting agencies
• Other third parties (including government agencies) as required by law

We do not sell personal information.

You may request to delete your personal information at any time through your account settings, through our privacy center or by contacting a customer support agent. We will retain your information in accordance with our records retention program and delete it at the end of the retention period.

We collect this type of information from sources as described in this privacy statement, including from:

• You
• Your computer and devices
• Third parties, including companies that help us conduct internal investigations
• Third parties, such as consumer reporting agencies and identify verification providers who conduct background screening for us

Example information elements in this category include:

• Precise location (e.g., from mobile devices), including routes taken and time spent traveling
• Address details of your home or your business

We use personal information as described in this privacy statement, including:

• To comply with and demonstrate compliance with applicable laws
• For legal matters, including litigation and regulatory matters, including for use in connection with civil, criminal, administrative, or arbitral proceedings, or before regulatory or self-regulatory bodies, including service of process, investigations in anticipation of litigation, execution or enforcement of judgments and orders
• For internal business purposes, such as risk management, audit, internal investigations, reporting, analytics
• For our Everyday Business Purpose

We may disclose this type of information as described in our privacy statement, including to:

• Affiliates
• Service Providers
• Other third parties (including government agencies, courts and opposing law firms, consultants, process servers and parties to litigation) in connection with legal matters

We do not sell personal information.

You may request to delete your personal information at any time through your account settings, through our privacy center or by contacting a customer support agent. We will retain your information in accordance with our records retention program and delete it at the end of the retention period.