| Serial Number | 86035818 |
| Word Mark | TURBOTAX |
| Filing Date | Monday, August 12, 2013 |
| Status | 705 - PARTIAL SECTION 8 & 15 ACCEPTED AND ACKNOWLEDGED |
| Status Date | Monday, May 10, 2021 |
| Registration Number | 4679594 |
| Registration Date | Tuesday, January 27, 2015 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, June 3, 2014 |
| Description of Mark | The mark consists of the stylized wording "TURBOTAX" to the left a stylized check mark superimposed on a design of a circle that is intended to appear as three-dimensional. |
| Goods and Services | Computer software for use in tax planning, tax calculation, and tax return preparation and filing, processing tax payments, and for organizing, tracking and reporting tax-deductible expenses; computer software for tracking charitable donations and calculating charitable tax deductions and fair market value of goods and services [ ; magnetically encoded debit cards, pre-paid debit cards, pre-paid tax refund debit cards, stored-value cards, and reloadable debit cards ] |
| Pseudo Mark | TURBO TAX |
| Goods and Services | [ Consultation, advisory, and analysis services with regard to tax payment management; assistance with regard to tax payment management, namely, online tax payment processing services; providing analysis and calculation of tax payments; provision of information concerning tax payment management; on-line banking services; on-line banking services enabling users to directly deposit tax refunds into accounts at financial institutions; debit card, pre-paid card, stored-value card, and reloadable debit card services; debit account and refund account services featuring a computer readable card; issuing debit cards, pre-paid cards, stored-value cards, and reloadable debit cards; transaction processing services for financial institutions and consumers, namely, processing of debit card transactions and tax refunds; transaction processing services related to deposits of tax refunds; online financial account management services for consumers accessed by consumers via secure internet banking platforms; online debit, pre-paid, stored-value and reloadable debit card balance and account tracking services accessed via secure internet banking platforms ] |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | [ Consultation, advisory, and assessment services with regard to accounting and taxes, namely, accounting consultation, accounting advisory services, tax consultation, tax advisory services, and tax assessment; consultation and advisory services in the fields of accounting and taxes, namely, tax calculation, tax planning, tax return preparation, tax refund, tax management, preparation of tax forms, and tax return filing; providing tax and tax preparation management information and consultation; providing information concerning accounting, taxes, tax calculation, tax planning, tax return preparation, tax refunds, tax management, preparation of tax forms, and tax returns filing; providing tax analysis and calculation in the nature of accounting and assessment, planning, preparation, and filing services; providing advice, analysis, news, and opinions to consumers in the fields of tax return preparation and tax planning; providing tax calculation, planning, preparation, and filing services; electronic tax filing services; consultation, advisory, analysis, and assistance services with regard to aggregating wage, interest, dividend, and other income and expense information from a wide variety of sources for tax related purposes; consultation, advisory, analysis, and assistance services with regard to organizing, tracking and reporting tax deductible expenses; marketing services for financial institutions; marketing services that enable financial institutions to market tax preparation software and services to consumers; marketing services that enable financial institutions to market the integration of tax preparation software and services with consumers' online banking services and bank accounts ] |
| Goods and Services | [ Providing temporary use of on-line non-downloadable software for tax planning, tax calculation, and tax return preparation and filing; software as a services (SAAS) services featuring software for preparing and filing of tax returns; providing temporary use of online non-downloadable software for processing tax payments; providing temporary use of online non-downloadable computer software for organizing, tracking and reporting tax deductible expenses; providing temporary use of online, non-downloadable mobile application software for tax planning, tax calculation, and tax return preparation and filing, processing tax payments, and for organizing, tracking and reporting tax-deductible expenses; providing temporary use of non-downloadable software for managing online bank accounts; providing temporary use of non-downloadable software for customers to directly deposit tax refunds into accounts at financial institutions; providing temporary use of non-downloadable software to pre-populate tax forms with tax data from online banking accounts; technical support services, namely, troubleshooting problems with computer software and online services via telephone, e-mail and other means ] |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, August 21, 2013 |
| Primary Code | 009 |
| First Use Anywhere Date | Monday, October 28, 2013 |
| First Use In Commerce Date | Monday, October 28, 2013 |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | B - Sec. 8 - Class(es) in a Multiple Class registration |
| Class Status Date | Monday, May 10, 2021 |
| Primary Code | 035 |
| First Use Anywhere Date | Monday, October 28, 2013 |
| First Use In Commerce Date | Monday, October 28, 2013 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | B - Sec. 8 - Class(es) in a Multiple Class registration |
| Class Status Date | Monday, May 10, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, October 28, 2013 |
| First Use In Commerce Date | Monday, October 28, 2013 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | B - Sec. 8 - Class(es) in a Multiple Class registration |
| Class Status Date | Monday, May 10, 2021 |
| Primary Code | 042 |
| First Use Anywhere Date | Monday, October 28, 2013 |
| First Use In Commerce Date | Monday, October 28, 2013 |
| Party Name | Intuit Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Mountain View, CA 94043 |
| Party Name | Intuit Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Mountain View, CA 94043 |
| Party Name | Intuit Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Mountain View, CA 94043 |
| Event Date | Event Description |
| Saturday, January 27, 2024 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Monday, May 10, 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Monday, May 10, 2021 | REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Monday, May 10, 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, January 15, 2021 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, January 27, 2020 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, January 27, 2015 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, December 23, 2014 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Saturday, December 20, 2014 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Monday, December 8, 2014 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, November 4, 2014 | USE AMENDMENT FILED |
| Wednesday, December 3, 2014 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, November 4, 2014 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, July 29, 2014 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, June 3, 2014 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 3, 2014 | PUBLISHED FOR OPPOSITION |
| Wednesday, May 14, 2014 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, April 30, 2014 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, April 30, 2014 | ASSIGNED TO LIE |
| Friday, April 11, 2014 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, April 8, 2014 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, April 8, 2014 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, April 8, 2014 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, April 8, 2014 | EXAMINERS AMENDMENT -WRITTEN |
| Sunday, April 6, 2014 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Sunday, April 6, 2014 | FINAL REFUSAL E-MAILED |
| Sunday, April 6, 2014 | FINAL REFUSAL WRITTEN |
| Saturday, March 15, 2014 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, March 14, 2014 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, March 14, 2014 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, February 12, 2014 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Wednesday, February 12, 2014 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Sunday, November 10, 2013 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Sunday, November 10, 2013 | NON-FINAL ACTION E-MAILED |
| Sunday, November 10, 2013 | NON-FINAL ACTION WRITTEN |
| Friday, November 1, 2013 | ASSIGNED TO EXAMINER |
| Thursday, August 22, 2013 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, August 21, 2013 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, August 15, 2013 | NEW APPLICATION ENTERED |