It's common for users to focus on their tax needs rather than the finer details of billing, often until an unexpected charge surfaces, such as an automatic subscription renewal. This guide is designed to clarify how refunds work with Bloomberg Tax, outlining eligibility criteria and providing step-by-step instructions to ensure you can request your money back effortlessly. Whether you're new to the platform or have been a long-time user, understanding the refund process can bring peace of mind and confidence in managing your subscriptions.
What You Should Prepare Before Applying For Refund
Account Information: Have your Bloomberg Tax account username and the email address associated with your account ready.
Subscription Details: Note down the specific start and end dates of your subscription plan.
Transaction ID: Locate the transaction ID related to the purchase for which you seek a refund.
Payment Method: Be prepared to provide details of the payment method used, such as credit card information or any other payment service.
Refund Reason: Clearly articulate the reason for the refund request, referencing any relevant service issues or dissatisfaction.
Confirmation Emails: Gather any confirmation emails or receipts that verify your purchase of Bloomberg Tax services.
Usage Evidence: If applicable, collect evidence of service usage that supports your refund claim, such as screenshots or communications related to the service's performance.
Customer Support Interaction: Document any previous interactions with Bloomberg Tax customer support regarding issues that led to your refund request.
Identification: Be ready to provide a form of identification if required, to verify your identity in the refund process.
How Long Does it Take to Get a Refund?
Payment method
How long it takes*
Credit/Debit Card
5-7 working days
Direct Bank Transfer
7-10 working days
PayPal
3-5 working days
*Working days are Monday to Friday, and don't include public holidays.
What are my Rights? Am I eligible for a Refund from Bloomberg Tax
Bloomberg Tax offers a range of subscription-based services designed to provide professionals with comprehensive tax research, compliance, and planning tools. Given the nature of its services, users may have specific rights regarding refunds based on their account status and the usage of the services provided. Understanding your eligibility for a refund is essential, particularly in scenarios that may arise during the course of using Bloomberg Tax's offerings.
Subscription Cancellation: If you choose to cancel your subscription prior to the next billing cycle, you may be eligible for a refund of any unused portion of your subscription fee, depending on the terms outlined in your service agreement.
Service Interruptions: In cases where there are significant disruptions or unavailability of the service that affects your ability to utilize the features provided, you might be eligible for a prorated refund for the time the service was unavailable.
Account Errors: If you notice discrepancies related to your subscription plan or account settings that affect the billing amount, it’s advisable to review your account details. In such instances, adjustments or partial refunds may be considered based on the specific circumstances.
Product Changes: Should Bloomberg Tax discontinue a feature or product that you have subscribed to, you may qualify for a refund for that specific aspect of the service, contingent on the details provided at the time of notification.
If you find yourself in any of these situations, it is recommended to reach out to Bloomberg Tax's customer support for clarification on your eligibility for a refund and to ensure that your account is managed according to the available policies.
Step-by-Step Process to Request Your Bloomberg Tax Refund Like a Pro
If you purchased through Bloomberg Tax.com:
Visit the Bloomberg Tax website at bloombergtax.com.
Click on Sign In in the top right corner to log into your account.
Once logged in, navigate to the Account Settings section.
In the Account Settings, look for Billing Information or Subscriptions.
Find the subscription you wish to refund and select the Request Refund option.
Fill out the refund request form, and in the message, mention that the subscription renewed without any notice.
Make sure to submit the request and check your email for any follow-up confirmations.
If you purchased through Apple:
On your iPhone or iPad, open the Settings app.
Tap on your Apple ID at the top of the screen.
Select Subscriptions from the menu.
Choose the Bloomberg Tax subscription you wish to refund.
Tap on Report a Problem.
Log into your Apple ID if prompted.
Under the issue type, select Request a Refund.
In the description, express that the account was unused and emphasize your desire for a refund.
Follow any further prompts to complete your request.
If you purchased through Google Play:
Open the Google Play Store app on your device.
Tap on the menu icon (three horizontal lines) in the upper left corner.
Select Subscriptions from the menu.
Locate your Bloomberg Tax subscription and tap on it.
Scroll down and select Cancel Subscription.
After cancellation, look for the option to Request a Refund on the same page.
In the feedback section, mention that you were unaware of the renewal date and request a refund based on that.
Complete the flow as directed and check your email for updates.
If you purchased through Roku:
Go to the Roku website and log into your account.
Click on Manage Account from the main menu.
Select Subscriptions from the account options.
Find your Bloomberg Tax subscription.
Click on the cancel option to terminate your subscription.
After cancellation, look for an option that says Request a Refund and click on it.
In your refund request, clarify the situation by stating that the service was not utilized, increasing the likelihood of approval.
Submit your request and monitor your email for a confirmation.
Disclaimer
Chargeback is an independent consumer resource that provides educational information to help users understand how to cancel, manage, or request refunds for various subscriptions. We are not affiliated with, endorsed by, or sponsored by any of the companies mentioned on this site. All trademarks, logos, and brand names are the property of their respective owners.
The information we provide is based on publicly available sources and user reports and may contain inaccuracies or become outdated over time. Our guides are intended for general informational purposes only and should not be relied upon as official company instructions or legal advice.
Consumers are solely responsible for reviewing their own contracts, terms of service, and refund or cancellation obligations before taking any action. Nothing on this site should be interpreted as legal, financial, or contractual guidance.
Chargeback does not encourage or condone disputing valid charges, misrepresenting transactions, or taking any action that could violate a company's terms, service agreement, or applicable laws. We promote fair, transparent, and lawful communication between consumers and businesses.
I would like to request a refund of [Amount] due to [describe reason].
I have attached any relevant documentation for your review. Please confirm the receipt of this request and the status of the refund within 3-5 business days.
Thank you for your attention to this matter.
Sincerely, [Your Name] [Your Phone Number]
Common refund statuses
Status
Meaning
What It Means for You
Pending
Your refund request has been submitted and is awaiting review.
Please allow up to 3 business days for processing. No action is needed at this stage.
Processing
The refund is currently being processed by our team.
You can expect your refund to be completed in the next 5-7 business days.
Refunded
Your refund has been successfully processed and issued.
You should see the funds reflected in your account within 3-5 business days, depending on your bank.
Partially Refunded
A portion of your refund has been issued, while the rest is still under review.
Check your account for the partial amount; the remaining amount will be processed shortly.
Completed
The refund process is fully complete.
Thank you for your patience. Your refund is fully processed and the amount is in your account.
Canceled
Your refund request has been canceled and will not be processed.
Please contact customer support if you believe this is an error or if you need further assistance.
Real User Scenarios: When and How Refunds Were Successfully Claimed
Bloomberg Tax provides comprehensive tax and accounting solutions through its subscription-based service. Below are some realistic scenarios illustrating how users successfully claimed refunds while interacting with the platform:
Subscription Plan Change: A small business owner realized that their initial subscription plan no longer met their needs after upgrading their business volume. After discussing their updated circumstances with customer support, they were able to receive a partial refund for the remaining months on their previous plan upon switching to a more suitable option.
Seasonal Subscription Needs: An individual tax consultant realized they only needed access to Bloomberg Tax's services during tax season. They contacted customer service to request a refund for the month they mistakenly renewed their annual subscription outside of the high-traffic season. The support team was able to assist them in processing a refund for that period.
Service Interruption: A user experienced temporary access issues during a crucial time while preparing for a tax deadline. After reaching out to customer service regarding the service interruption and its impact on their ability to work, they received a courtesy refund for that month’s subscription fee as a gesture of goodwill.
Billing Clarification: A user noted an unexpected billing amount prior to their subscription renewal. Upon review and clarification of the changes to their plan, they discovered it was incorrectly processed due to an outdated payment method. After addressing the confusion, the customer service representative facilitated a refund for the difference, ensuring the account was updated moving forward.
The Easiest Way to Get a Bloomberg Tax Refund
If you're frustrated trying to get a refund from Bloomberg Tax—or if you didn't even realize you were being charged—Chargeback can help. Chargeback is a personal subscription manager that automatically detects hidden, recurring charges like Netflix, Hulu, and hundreds of others. With one click, we can cancel unwanted subscriptions, flag suspicious billing, and even initiate refund requests on your behalf. No more waiting on hold or navigating confusing help pages. Just connect your bank or card account, and we'll take care of the rest.
How to Track Your Refund Status Efficiently
Tracking your refund status with Bloomberg Tax is a straightforward process that can help you stay informed about your financial transactions. Here's how to track your refund efficiently:
Check Your Email Updates: Bloomberg Tax frequently sends out email notifications regarding the status of your refund. Make sure to monitor your inbox and check your spam folder for any updates. Look for emails that specify the refund process stages, such as initiation, processing, and completion.
Utilize the Account Dashboard: Log in to your Bloomberg Tax account and navigate to your account dashboard. Here, you’ll find a dedicated section labeled Order History that displays all your transactions, including any pending refunds and their current statuses.
Visit the Billing Section: For more detailed information on your refunds, head over to the Billing section within your account settings. This area provides insights into past payments and refund requests, along with estimated processing times.
Mobile App Notifications: If you use the Bloomberg Tax mobile app, you can receive real-time notifications about your refund status. Ensure that app notifications are enabled to get instant updates on any changes to your refund process.
Monitor Refund Progress: Within the Order History section, Bloomberg Tax provides a detailed timeline of your refund request. This includes timestamps for when your request was received, when it was approved, and any anticipated dates for when the funds will be returned.
FAQ
If you forgot to cancel your Bloomberg Tax subscription before the renewal date, refunds are typically not processed for the charges incurred. However, we encourage you to contact our customer support team to discuss your situation, as they may be able to provide assistance or explore any available options.
Refund processing times for Bloomberg Tax can vary based on the payment method used. Generally, you can expect to see the refund reflected in your account within 5 to 10 business days once it has been processed. Keeping an eye on your account during this time can help you track when the refund is completed.
If you see a charge but do not have an active subscription, first check if you may have subscribed using a different account or email address. You can contact Bloomberg Tax customer support for clarification on the charge and to verify your subscription status. They will assist you in resolving any discrepancies.
If you are unable to obtain a refund directly from Bloomberg Tax, consider reaching out to their customer service team again for further clarification on your request. You may also explore the option of escalating your concern within their support system to ensure it receives additional attention. Additionally, reviewing your account details or any relevant documentation may help in the resolution process.
If Bloomberg Tax determines that a refund cannot be issued, consider reviewing their refund policy for further clarity on eligibility criteria. You may also want to reach out to their customer support team again for additional assistance and to ensure all details of your account are correctly understood.
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¹ Total savings is calculated based on internal annualized estimates of savings for customers. ² Average requests times may vary depending on volume of requests
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