ITINNumber.io

Refund Policy

Last updated: November 7, 2026

We want to be straightforward about refunds. The basic principle is simple: if we haven’t started the work yet, you can have your money back. Once we’ve done the work, the refund depends on exactly what was done. The milestone that matters is the day we file your Form W-7 with the IRS.

1. Before we file your W-7 with the IRS

If you’ve paid for a package but we have not yet filed your W-7 with the IRS, you can request a full refund at any time — including after your CAA verification call. Email support@itinnumber.io with your order reference and we will process the refund within 5–10 business days. This includes the case where, after you pay, we find that you don’t need an ITIN, that you don’t qualify for one, or that your case doesn’t fit the package you chose and we can’t offer a suitable alternative.

If we can’t certify your documents (for example, the original passport shown on the call doesn’t match the scan, or a document has expired), we won’t file. We explain why, and you can either fix the problem or take a full refund.

2. After we file with the IRS

Once we have filed your application with the IRS, the core preparation, certification and filing work is complete. At this stage, fees are no longer refundable. However:

  • On the Priority and Complete packages, if the IRS rejects the application, we will prepare and file one corrected application at no additional charge.
  • If the IRS sends a CP566 asking for more information that we can supply on your behalf, we will help you answer it as part of the original engagement.
  • On the Essential package, we explain any IRS notice and quote any resubmission work before we start it.

3. The Complete package and add-ons

The same rule applies to each part of your order: it is refundable until it is filed with the IRS.

  • Complete package: the tax return is filed together with your W-7, so the whole package is refundable until that filing and not refundable after it.
  • Additional spouse or dependent: refundable until we file that person’s W-7.
  • CP567 rejection rescue: refundable until we file the corrected application.

4. Situations where we offer goodwill refunds

In rare circumstances, even outside our standard policy, we may offer a partial or full goodwill refund. Examples:

  • Our work fell materially below professional standards.
  • An IRS rule change made the service we provided ineffective.
  • We failed to communicate critical updates in a timely manner.

Goodwill refunds are at our sole discretion and are not a right granted by these Terms.

5. Situations where refunds are not available

The following do not qualify for refunds:

  • IRS processing taking longer than the IRS’s stated time (processing times are set by the IRS, not by us, and nobody can speed them up).
  • A rejection or request for information by the IRS for reasons outside our control — for example, a decision the IRS makes about your eligibility, or a problem with documents the IRS receives directly from you. On Priority and Complete, the free resubmission still applies.
  • Application rejection due to inaccurate or incomplete information or documents you provided.
  • Changes in your circumstances that mean you no longer need the ITIN after we have filed.
  • Banks, platforms or other third parties declining your ITIN or application for reasons unrelated to our work.
  • Refunds requested more than 90 days after we filed your application with the IRS.

6. Refund process

To request a refund:

  1. Email support@itinnumber.io with your order reference number and the reason for the request.
  2. We will review and respond within 2 business days, either approving the refund, requesting additional information, or explaining why it doesn’t qualify under this policy.
  3. Approved refunds are issued to the card or account you paid with (through Razorpay, or PayPal if you paid with PayPal), within 5–10 business days. Your bank or card issuer decides how quickly the refund shows on your statement.

7. Chargebacks

If you dispute a charge with your bank or card issuer without first contacting us, we lose the ability to resolve the issue directly with you. Please contact us before initiating a chargeback — we will work with you to find a fair resolution.

8. Questions

For any questions about this Refund Policy, email support@itinnumber.io.