Tuition Assistance FAQs

Employee Eligibility
Eligible Courses of Study
Application Process
Manager Approval
Reimbursement Process and Payments
Expenses
Taxes
Program Guidelines
Leaving Intuit

Employee Eligibility

What employees are eligible to participate in the Tuition Assistance program?

Regular full- and part-time employees working 20 or more hours per week who are in good standing are eligible to participate. Those employees working 20–29 hours per week will receive a prorated amount per calendar year.

What constitutes being in “good standing” for eligibility?

To be considered in good standing, you must not currently be on or have been on a Performance Improvement Plan (or a written warning) within the past 90 days.

I’m currently on a leave of absence. Why didn’t I receive my reimbursement for my classes?

Employees on leaves of absence and those who terminate are not eligible for assistance for classes that are scheduled or in progress at the time of their leave or termination.

Eligible Courses of Study

What courses or degree programs are eligible for reimbursement through the Tuition Assistance program?

There are five (5) criteria that need to be met for a course to be covered under the Tuition Assistance program:

  1. The course needs to be related to your career at Intuit (or required by a degree program that relates to your career at Intuit).
  2. The course must be offered by an accredited institution.
  3. You must receive a grade of C or better, “pass” if a “pass/fail” course or a rating of “completed,” and you must receive college credit.
  4. The course must be approved by your manager via the Tuition Assistance website prior to enrollment or completion of the course.
  5. Courses must be scheduled outside of normal business hours, i.e., evening or weekend classes.

Are certificate programs covered under the Tuition Assistance program?

Certificate programs are covered under the Tuition Assistance program if they are offered by an accredited institution that issues a pass/fail grade or a rating of completed and you receive college credit. Tests required for certification are NOT covered under Tuition Assistance but may be approved through your department from your department’s budget.

Are educational seminars, conferences and training programs covered under the Tuition Assistance program?

Educational seminars, conferences and training programs are covered as they’re required to maintain your skills and contribute to your development. These programs are funded through each organization's operating budget and are generally not part of the Tuition Assistance program. To receive information or approval for these courses, you need to have a discussion with you manager.

Application Process

How do I apply for Tuition Assistance?

Here is the process to apply for tuition assistance:

  1. Review the employee and course eligibility requirements prior to enrolling.
  2. Log in to the Tuition Assistance website.
  3. Submit your manager pre-approval application via the Tuition Assistance website for each course you’d like to take.
  4. Have your course entry. This will send an email to your manager to approve or deny your request based on the employee and course eligibility requirements.
  5. You will receive an email notifying you that your manager approved or denied your request. If your manager approved your request, proceed with enrolling in your course(s). If your manager denied your request, you will need to speak to him/her directly for details.

How often do I have to enter a course record in the Tuition Assistance website?

Each time you want to start a new course, you must enter a new course record in the Tuition Assistance website for your manager’s pre-approval.

Manager Approval

My manager did not receive the email to approve my course(s) via the Tuition Assistance website. What do I do?

To resend the manager approval email, contact the Intuit Tuition Assistance Service Center between 5:00 a.m. and 5:00 p.m. PT Monday through Friday.

As a manager, what do I need to do to approve or deny my employee’s request for tuition assistance?

As a manager, you will receive an email from the Tuition Assistance website when your employee enters a request. Determine if the request meets the employee and course eligibility guidelines for the Tuition Assistance program. The email prompts you as the manager to access the online system and approve or deny the request. Your approval or denial will be sent to your employee by email. Edcor will perform a final check on the application to ensure it meets Intuit’s policy guidelines and will send a final approval email to your employee.

My manager denied my request. What do I do?

If your manager denied your request, you will need to speak with him/her directly to discuss the issue in detail.

What if I change managers once my class has started?

Manager approval is required prior to the start of your class. Therefore, a change in managers while your class is in process will not affect your reimbursement.

Do I have to do anything if my manager has changed since the last time I entered a course in the Tuition Assistance website?

No. Your manager listed in Workday is automatically fed to Edcor.

Reimbursement Process and Payments

What is the reimbursement process once I have completed the course(s) approved by my manager?

The reimbursement process is as follows:

  1. Complete the approved course with a C or better, Pass if a Pass/Fail course or a rating of completed and you receive college credit for certificate programs.
  2. Log in to the Tuition Assistance website.
  3. Upload your grades and receipts to Edcor.
  4. Your reimbursement will appear on your paycheck in 1–2 pay periods.

How long will it take to get my reimbursement check?

Tuition reimbursement payments will appear on your regular paycheck as non-taxable income 1–2 pay periods after you have completed the class (manager approved prior), sent your grade(s) and receipt(s) and received the “approved” email from the Tuition Assistance website.

I did not receive the full amount of reimbursement that I had requested via the Tuition Assistance website. What do I do?

The maximum reimbursement amount for full-time employees working 30 or more hours per week is $5,000 per calendar year in eligible tuition and tuition-related expenses. The maximum reimbursement amount for part-time employees working 20–29 hours per week is $2,500 per calendar year. If the amount of reimbursement you have requested will put you over the maximum calendar year amount, only the remaining amount you are eligible for will be reimbursed to you on your paycheck. You can view the YTD reimbursement amount on the Tuition Assistance website.

Expenses

What are considered tuition-related expenses?

Examples of eligible expenses are registration and application fees, required books, required software and lab fees for completed classes. Examples of expenses not covered would include (but are not limited to) parking, tests, student health insurance, late fees, graduation fees and elective fees.

What kinds of receipts are required for reimbursement?

Receipts must be detailed and itemized to substantiate your reimbursement request. The tuition receipt must include the institution’s name, your name, the class name and the amount of tuition for that particular class. Also include any receipts for books or required expenses for the class.

Taxes

Is my tuition reimbursement taxable?

Tuition reimbursement will show on your paycheck as “non-taxable tuition” and will increase your net pay by the amount of your reimbursement. All personal tax liability resulting from tuition assistance is your responsibility. You may be able to exclude tuition assistance from your W-2 if the education maintains or improves the skills required by your present trade or business. You will have to consult a tax advisor to see if this law applies to you.

Program Guidelines

What is the maximum tuition-reimbursement amount?

The maximum reimbursement amount for full-time employees working 30 or more hours per week is $5,000 per calendar year. The maximum reimbursement amount for part-time employees working 20–29 hours per week is $2,500 per calendar year.

If my class(es) encompass(es) two calendar years, which calendar year is my reimbursement applied to for purposes of the maximum reimbursement amount?

Tuition payments are applied to the calendar year in which they are paid. For example, if a class ends in December, but payment is not made until January, the payment counts toward the $5,000 maximum for the January calendar year. Review the Tuition Assistance website to determine the deadline date to submit grades and receipts for a particular calendar year.

Does the Tuition Assistance program run on a calendar year or fiscal year?

The Tuition Assistance program is run on a calendar year.

Leaving Intuit

What if I leave Intuit prior to completing my class or receiving reimbursement?

Employees who terminate are not eligible for assistance for classes that are scheduled or in progress at the time of their termination.