Intuit Contracts & Agreements

Forms of Equity Grants Agreements: CEO, EVP, and SVP Stock Option; EVP and SVP Performance-Based Restricted Stock Unit; CEO Restricted Stock Unit; and EVP and SVP Restricted Stock... (Filed With SEC on September 4, 2024)

Intuit Inc (Filed With SEC on February 22, 2024)

Intuit Inc. Performance Incentive Plan, Amended and Restated effective October 25, 2023 (Filed With SEC on November 28, 2023)

Underwriting Agreement, dated as of September 12, 2023, among Intuit, BofA Securities, Inc., J.P. Morgan Securities LLC and Morgan Stanley & Co. LLC (Filed With SEC on September 15, 2023)

Supplemental Indenture, dated as of September 15, 2023, between Intuit and U.S. Bank Trust Company, National Association, as trustee (Filed With SEC on September 15, 2023)

Forms of Equity Grants Agreements: CEO, EVP, and SVP Stock Option; EVP and SVP Performance-Based Restricted Stock Unit; CEO Restricted Stock Unit; and EVP and SVP Restricted Stock... (Filed With SEC on September 1, 2023)

Transition Agreement between Intuit Inc. and Michelle M. Clatterbuck, dated February 17, 2023 (Filed With SEC on May 23, 2023)

Letter regarding Terms of Employment by and between Intuit Inc. and Sandeep Aujla, dated February 17, 2023 and effective August 1, 2023 (Filed With SEC on May 23, 2023)

Intuit Inc. Employee Stock Purchase Plan, as amended (Filed With SEC on February 23, 2023)

Forms of Equity Grant Agreements:CEO Performance-Based Restricted Stock Unit; Executive Performance-Based Restricted Stock Unit (Filed With SEC on September 2, 2022)

Assurance of Voluntary Compliance, dated May 4, 2022, by and between Intuit Inc. and the Attorney General of the State of New York (Filed With SEC on September 2, 2022)

Schedule identifying agreements substantially identical to the Assurance of Voluntary Compliance filed as Exhibit 10 (Filed With SEC on September 2, 2022)

Intuit Inc. Amended and Restated 2005 Equity Incentive Plan, as amended through January 20, 2022 (Filed With SEC on March 2, 2022)

Intuit Inc. Employee Stock Purchase Plan, as amended through January 19, 2022 (Filed With SEC on March 2, 2022)

Underwriting Agreement, dated November 29, 2021, among Intuit Inc., Goldman Sachs & Co. LLC and certain selling stockholders named therein (Filed With SEC on December 1, 2021)

Equity Purchase Agreement, dated September 13, 2021, by and among Intuit Inc., a Delaware corporation, The Rocket Science Group LLC, a Georgia limited liability company, VERP... (Filed With SEC on September 13, 2021)

Forms of Equity Grant Agreements: Executive Chairman Non-Qualified Stock Option; Executive Chairman Service-Based Restricted Stock Unit; Executive Chairman Performance-Based... (Filed With SEC on September 8, 2021)

Amended and Restated Intuit Inc. Performance Incentive Plan, adopted October 28, 2020 (Filed With SEC on November 19, 2020)

Forms of Equity Grant Agreements: Executive Chair and EVP Service-Based Restricted Stock Unit; Executive Chair and EVP TSR Performance-Based Restricted Stock Unit; CEO... (Filed With SEC on August 31, 2020)

Employment memo dated November 7, 2018 to Marianna Tessel and effective January 1, 2019 (Filed With SEC on August 31, 2020)

Underwriting Agreement, dated as of June 25, 2020, among Intuit and BofA Securities, Inc. and J.P. Morgan Securities LLC (Filed With SEC on June 29, 2020)

Indenture, dated as of June 29, 2020, between Intuit and U.S. Bank National Association, as trustee (Filed With SEC on June 29, 2020)

Officers Certificate pursuant to the Indenture, dated as of June 29, 2020 (Filed With SEC on June 29, 2020)

Addendum to the Eighth Memorandum of Understanding on Service Standards and Disputes between the Internal Revenue Service and Free File, Inc (Filed With SEC on February 24, 2020)

Form of Support Agreement (Filed With SEC on February 24, 2020)

Agreement and Plan of Merger, dated February 24, 2020 by and among Intuit Inc., Halo Merger Sub I, Inc., Halo Merger Sub II, LLC, Credit Karma, Inc. and Shareholder Representative... (Filed With SEC on February 24, 2020)

Description of Common Stock (Filed With SEC on August 30, 2019)

Forms of Equity Grant Agreements: Executive Chair and EVP Restricted Stock Unit, and CEO Restricted Stock Unit (Filed With SEC on August 30, 2019)

Executive Chairman Compensation Terms, effective January 1, 2019 (Filed With SEC on August 30, 2019)

Letter regarding Terms of Employment by and between Intuit Inc. and Gregory N. Johnson dated August 1, 2018 (Filed With SEC on August 30, 2019)

Employment memo dated November 7, 2018 to J. Alexander Chriss dated November 7, 2018 and effective January 1, 2019 (Filed With SEC on August 30, 2019)

Amended and Restated Credit Agreement dated as of May 2, 2019 among Intuit Inc., the lenders party thereto, Bank of America, N.A., and JPMorgan Chase Bank, N.A., as... (Filed With SEC on August 30, 2019)

Fourth Amended and Restated Management Stock Purchase Program, updated as of October 30, 2018 (Filed With SEC on February 22, 2019)

Form of Executive Chair RSU Agreement - service-based vesting (Filed With SEC on February 22, 2019)

First Amendment to Credit Agreement, dated as of December 10, 2018, among Intuit, the Lenders party thereto, and Bank of America, N.A. as Lead Administrative Agent (Filed With SEC on February 22, 2019)

Letter Regarding Terms of Employment by and between Intuit Inc. and Sasan Goodarzi, dated November 15, 2018 (Filed With SEC on November 20, 2018)

Description of Non-Employee Director Compensation, approved October 31, 2018 and effective January 17, 2019 (Filed With SEC on November 20, 2018)

Free On-Line Electronic Tax Filing Agreement Amendment, effective as of October 31, 2018, between the Internal Revenue Service and Free File Inc (Filed With SEC on November 20, 2018)

Eighth Memorandum of Understanding on Service Standards and Disputes between the Internal Revenue Service and Free File Inc (Filed With SEC on November 20, 2018)

Forms of Equity Grant Agreements: EVP-SVP TSR Performance-Based Restricted Stock Unit, CEO TSR Performance-Based Restricted Stock Unit, EVP Time-Based Restricted Stock Unit, CEO... (Filed With SEC on August 31, 2018)

Intuit Executive Relocation Policy (Filed With SEC on August 31, 2018)

Intuit Inc. Senior Executive Incentive Plan, effective August 1, 2018 (Filed With SEC on August 31, 2018)

Letter Regarding Terms of Employment by and between Intuit Inc. and Ms. Michelle Clatterbuck, dated January 19, 2018 (Filed With SEC on January 23, 2018)

Intuit Inc. Non-qualified Deferred Compensation Plan, effective January 1, 2009 (Filed With SEC on November 20, 2017)

Intuit Inc. Senior Executive Incentive Plan, generally effective October 27, 2015 (Filed With SEC on November 20, 2017)

Description of Non-Employee Director Compensation, approved October 19, 2017 and effective January 18, 2018 (Filed With SEC on November 20, 2017)

Forms of Non-Employee Director Restricted Stock Unit Agreements (Filed With SEC on November 20, 2017)

Forms of Equity Grant Agreements: Restricted Stock Unit, CEO TSR Performance-Based Restricted Stock Unit, CEO Restricted Stock Unit, Executive TSR Performance-Based Restricted... (Filed With SEC on September 1, 2017)

Intuit Inc. Performance Incentive Plan for Fiscal Year 2018 (Filed With SEC on September 1, 2017)

Employment memo dated August 23, 2017 to Daniel Wernikoff (Filed With SEC on September 1, 2017)

INDEMNITY AGREEMENT (Filed With SEC on February 23, 2017)

Award No. *** INTUIT INC. AMENDED AND RESTATED 2005 EQUITY INCENTIVE PLAN GRANT AGREEMENT Restricted Stock Unit (CEO Vesting) (Filed With SEC on September 1, 2016)

INTUIT INC. PERFORMANCE INCENTIVE PLAN FOR FISCAL YEAR 2017 (Filed With SEC on September 1, 2016)

INTUIT INC. THIRD AMENDED AND RESTATED MANAGEMENT STOCK PURCHASE PROGRAM (Filed With SEC on May 24, 2016)

Intuit Inc. 2016 Non-Management Director Compensation as approved by the Board of Directors on October 28, 2015, with an effective date of January 21, 2016 (Filed With SEC on February 25, 2016)

CREDIT AGREEMENT dated as of February 1, 2016 among INTUIT INC., The Lenders Party Hereto, BANK OF AMERICA, N.A. and JPMORGAN CHASE BANK, N.A., as Co-Administrative Agents, and... (Filed With SEC on February 25, 2016)

THE USE OF THE FOLLOWING NOTATION IN THIS EXHIBIT INDICATES THAT A CONFIDENTIAL PORTION HAS BEEN OMITTED PURSUANT TO A REQUEST FORCONFIDENTIAL TREATMENT AND THE OMITTED MATERIAL... (Filed With SEC on November 16, 2015)

Award No. *** INTUIT INC. AMENDED AND RESTATED 2005 EQUITY INCENTIVE PLAN GRANT AGREEMENT Restricted Stock Unit (Executive Vesting) (Filed With SEC on September 1, 2015)

Award No. INTUIT INC. AMENDED AND RESTATED 2005 EQUITY INCENTIVE PLAN GRANT AGREEMENT Restricted Stock Unit (Performance-Based Vesting: Relative Total Shareholder Return Goals) (Filed With SEC on September 1, 2015)

INTUIT INC. PERFORMANCE INCENTIVE PLAN FOR FISCAL YEAR 2016 (Filed With SEC on September 1, 2015)

SEVENTH MEMORANDUM OF UNDERSTANDING ON SERVICE STANDARDS AND DISPUTES Between the Internal Revenue Service and Free File, Incorporated (Filed With SEC on September 1, 2015)

Award No. GrantNumber INTUIT INC. AMENDED AND RESTATED 2005 EQUITY INCENTIVE PLAN GRANT AGREEMENT Restricted Stock Unit (Performance-Based Vesting: QuickBooks Online Subscriptions) (Filed With SEC on November 21, 2014)

Award No. GrantNumber INTUIT INC. AMENDED AND RESTATED 2005 EQUITY INCENTIVE PLAN GRANT AGREEMENT Restricted Stock Unit (Performance-Based Vesting: Relative Total Shareholder... (Filed With SEC on September 12, 2014)

INTUIT INC. PERFORMANCE INCENTIVE PLAN FOR FISCAL YEAR 2015 (Filed With SEC on September 12, 2014)

2014-2015 FREE ON-LINE ELECTRONIC TAX FILING AGREEMENT AMENDMENT (Filed With SEC on September 12, 2014)

AMENDMENT EIGHT TO INTUIT MASTER SERVICES AGREEMENT (Filed With SEC on September 12, 2014)

THE USE OF THE FOLLOWING NOTATION IN THIS EXHIBIT INDICATES THAT A CONFIDENTIAL PORTION HAS BEEN OMITTED PURSUANT TO A REQUEST FOR CONFIDENTIAL TREATMENT AND THE OMITTED MATERIAL... (Filed With SEC on September 12, 2014)

Exhibit 10.107 THIRD AMENDMENT TO LEASE (Filed With SEC on September 12, 2014)

Intuit Inc. Non-Management Director Compensation as approved by the Board of Directors on October 30, 2013, with an effective date of January 1, 2014 (Filed With SEC on February 21, 2014)

Amended and Restated AMENDMENT SEVEN TO INTUIT MASTER SERVICE AGREEMENT (Filed With SEC on November 22, 2013)

INTUIT INC. AMENDED AND RESTATED 2005 EQUITY INCENTIVE PLAN GRANT AGREEMENT Non-Qualified Stock Option New Hire, Promotion, Retention or Focal Grant (Filed With SEC on September 13, 2013)

INTUIT INC. PERFORMANCE INCENTIVE PLAN FOR FISCAL YEAR 2014 (Filed With SEC on September 13, 2013)

INTUIT INC. SENIOR EXECUTIVE INCENTIVE PLAN As Adopted by the Compensation Committee of the Board on October 23, 2007 Approved by Stockholders on December 14, 2007 Amended and... (Filed With SEC on September 13, 2013)

AMENDED AND RESTATED AGREEMENT AND PLAN OF MERGER BY AND AMONG INTUIT INC., DIGITAL INSIGHT CORPORATION, FANDANGO HOLDINGS CORPORATION, AND FANDANGO MERGER CORP. July 31, 2013... (Filed With SEC on September 13, 2013)

Award No.[_] INTUIT INC. 2005 EQUITY INCENTIVE PLAN GRANT AGREEMENT Director Restricted Stock Units- Two-Year Vesting (Initial Grant) (Filed With SEC on March 1, 2013)

Award No.[_] INTUIT INC. 2005 EQUITY INCENTIVE PLAN GRANT AGREEMENT FOR NEWLY APPOINTED MID-YEAR DIRECTORS Director Restricted Stock Units- Two-Year Vesting (Initial Grant) (Filed With SEC on March 1, 2013)

Award No.[_] INTUIT INC. 2005 EQUITY INCENTIVE PLAN GRANT AGREEMENT Director Restricted Stock Units- One-Year Vesting (Succeeding Grant) (Filed With SEC on March 1, 2013)

Award No.[_] INTUIT INC. 2005 EQUITY INCENTIVE PLAN GRANT AGREEMENT FOR NEWLY APPOINTED MID-YEAR DIRECTORS Director Restricted Stock Units- One-Year Vesting (Succeeding Grant) (Filed With SEC on March 1, 2013)

Award No.[_] INTUIT INC. 2005 EQUITY INCENTIVE PLAN GRANT AGREEMENT Director Restricted Stock Units- Quarterly Vesting (Conversion Grant) (Filed With SEC on March 1, 2013)

Award No. *** INTUIT INC. AMENDED AND RESTATED 2005 EQUITY INCENTIVE PLAN GRANT AGREEMENT Restricted Stock Unit (Service-Based Vesting) (Filed With SEC on September 13, 2012)

Award No. *** INTUIT INC. AMENDED AND RESTATED 2005 EQUITY INCENTIVE PLAN GRANT AGREEMENT Restricted Stock Unit (Executive Vesting) (Filed With SEC on September 13, 2012)

Award No. GrantNumber INTUIT INC. AMENDED AND RESTATED 2005 EQUITY INCENTIVE PLAN GRANT AGREEMENT Restricted Stock Unit (Performance-Based Vesting: Operating Performance Goals) (Filed With SEC on September 13, 2012)

Award No. GrantNumber INTUIT INC. AMENDED AND RESTATED 2005 EQUITY INCENTIVE PLAN GRANT AGREEMENT Restricted Stock Unit (Performance-Based Vesting: Relative Total Shareholder... (Filed With SEC on September 13, 2012)

Award No. INTUIT INC. AMENDED AND RESTATED 2005 EQUITY INCENTIVE PLAN GRANT AGREEMENT Restricted Stock Unit (Chief Executive Officer Vesting) (Filed With SEC on September 13, 2012)

Award No. INTUIT INC. AMENDED AND RESTATED 2005 EQUITY INCENTIVE PLAN GRANT AGREEMENT Restricted Stock Unit (Performance-Based Vesting: Operating Performance Goals) (Filed With SEC on September 13, 2012)

Award No. INTUIT INC. AMENDED AND RESTATED 2005 EQUITY INCENTIVE PLAN GRANT AGREEMENT Restricted Stock Unit (Performance-Based Vesting: Relative Total Shareholder Return Goals) (Filed With SEC on September 13, 2012)

Award No. GrantNumber INTUIT INC. 2005 EQUITY INCENTIVE PLAN GRANT AGREEMENT Restricted Stock Unit (MSPP Purchased Award) (Filed With SEC on September 13, 2012)

Award No. GrantNumber INTUIT INC. 2005 EQUITY INCENTIVE PLAN GRANT AGREEMENT Restricted Stock Unit (MSPP Matching Award) (Filed With SEC on September 13, 2012)

INTUIT INC. AMENDED AND RESTATED 2005 EQUITY INCENTIVE PLAN (Filed With SEC on July 27, 2012)

INTUIT INC. PERFORMANCE INCENTIVE PLAN FOR FISCAL YEAR 2013 (Filed With SEC on July 27, 2012)

INTUIT INC. SECOND AMENDED AND RESTATED MANAGEMENT STOCK PURCHASE PROGRAM (Filed With SEC on February 29, 2012)

INTUIT INC. DIRECTOR GRANT PROGRAM (Filed With SEC on February 29, 2012)

CREDIT AGREEMENTdated as ofFebruary 17, 2012amongINTUIT INC.The Lenders Party HeretoJPMORGAN CHASE BANK, N.A.as Administrative AgentU.S. BANK NATIONAL ASSOCIATION and WELLS FARGO... (Filed With SEC on February 29, 2012)

Intuit Inc. 2012 Non-Management Director Compensation as approved by the Board of Directors on October 19, 2011, with an effective date of January 19, 2012 (Filed With SEC on December 1, 2011)

INTUIT INC. 2005 EQUITY INCENTIVE PLAN GRANT AGREEMENT Director Restricted Stock Units- (Initial Grants, Succeeding Grants and Conversion Grants) (1) (Filed With SEC on December 1, 2011)

INTUIT INC. PERFORMANCE INCENTIVE PLAN FOR FISCAL YEAR 2012 (Filed With SEC on July 22, 2011)

EX-101 INSTANCE DOCUMENT (Filed With SEC on March 1, 2011)

EX-101 INSTANCE DOCUMENT (Filed With SEC on December 6, 2010)

EX-101 INSTANCE DOCUMENT (Filed With SEC on September 16, 2010)

INTUIT INC. PERFORMANCE INCENTIVE PLAN FOR FISCAL YEAR 2011 (Filed With SEC on July 26, 2010)

The term of the Plan was extended by an additional year, ending on December 9, 2011 (Filed With SEC on December 18, 2009)

EX-101 INSTANCE DOCUMENT (Filed With SEC on December 4, 2009)

Our Financial Management Solutions segment includes QuickBooks financial and business management software and services, technical support, financial supplies, and Web site design... (Filed With SEC on September 15, 2009)

INTUIT INC. 2005 EQUITY INCENTIVE PLAN GRANT AGREEMENT Restricted Stock Unit (Performance-Based Vesting) (Filed With SEC on August 17, 2009)

INTUIT INC. PERFORMANCE INCENTIVE PLAN FOR FISCAL YEAR 2010 (Filed With SEC on August 3, 2009)

Three Months Ended (Filed With SEC on December 4, 2008)

Amended and Restated Employment Agreement (Filed With SEC on December 2, 2008)

Our QuickBooks segment includes QuickBooks financial and business management software and services, technical support, financial supplies, and Web site design and hosting services... (Filed With SEC on September 12, 2008)

Name and Current Position (Filed With SEC on July 25, 2008)

Three Months Ended (Filed With SEC on May 30, 2008)

Intuit Inc. 2005 Equity Incentive Plan, as amended on April 23, 2008 (Filed With SEC on April 28, 2008)

Item 5.02. Departure of Directors or Certain Officers; Election of Directors, Appointment of Certain Officers; Compensatory Arrangements of Certain Officers (Filed With SEC on February 8, 2008)

An amendment to Intuits 2005 Equity Incentive Plan to (1) extend the term of the plan by an additional year, through December 9, 2009; and (2) add 10,000,000 shares to cover... (Filed With SEC on December 17, 2007)

Exhibit No (Filed With SEC on November 8, 2007)

Exhibit No (Filed With SEC on October 5, 2007)

QuickBooks includes QuickBooks accounting and business management software and technical support, as well as financial supplies for small businesses (Filed With SEC on September 14, 2007)

Transition Agreement dated August 21, 2007 between Intuit Inc. and Stephen M. Bennett (Filed With SEC on August 22, 2007)

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers (Filed With SEC on July 30, 2007)

Transition Terms Agreement dated June 14, 2007 between Intuit Inc. and Robert B. (Brad) Henske (Filed With SEC on June 14, 2007)

Five Year Credit Agreement dated as of March 22, 2007, by and among Intuit Inc., the Lenders parties thereto, JPMorgan Chase Bank, N.A., as syndication agent, and Citicorp USA,... (Filed With SEC on March 22, 2007)

INTUIT INC. (Filed With SEC on March 12, 2007)

INTUIT INC. OFFICERS CERTIFICATE (Filed With SEC on March 12, 2007)

INTUIT INC. (Filed With SEC on March 12, 2007)

Indenture, dated as of March 7, 2007, between the Company and The Bank of New York Trust Company, N.A. as trustee (Filed With SEC on March 7, 2007)

Exhibit Title or Description (Filed With SEC on February 28, 2007)

INTUIT INC. 2005 EQUITY INCENTIVE PLAN GRANT AGREEMENT Restricted Stock Unit (Performance-Based Vesting for Key Employees of Financial Institutions Division) (Filed With SEC on February 7, 2007)

Bridge Credit Agreement dated as of January 31, 2007, by and among Intuit Inc., the Lenders parties thereto, Chase Lincoln First Commercial Corporation, as syndication agent, and... (Filed With SEC on February 1, 2007)

Three Months Ended (Filed With SEC on December 1, 2006)

Our QuickBooks segment includes QuickBooks accounting and business management software and technical support as well as financial supplies for small businesses (Filed With SEC on September 15, 2006)

Name and Current Position (Filed With SEC on July 31, 2006)

Three Months Ended (Filed With SEC on June 9, 2006)

Three Months Ended (Filed With SEC on December 5, 2005)

QuickBooks-Related includes our QuickBooks accounting and business management software for small businesses as well as the products and services that can be added on to... (Filed With SEC on September 26, 2005)

Employment Agreement (Filed With SEC on September 8, 2005)

Name and Current Position (Filed With SEC on August 2, 2005)

Offer Letter Agreement dated June 24, 2005 between Alexander M. Lintner and (Filed With SEC on July 6, 2005)

FINANCIAL STATEMENTS (Filed With SEC on June 7, 2005)

P.O. Box 7850 Mountain View CA 94039-7850 (Filed With SEC on May 11, 2005)

In thousands; unaudited (Filed With SEC on December 10, 2004)

QuickBooks-Related includes our QuickBooks accounting and business management software as well as the products and services that people add on to QuickBooks. These include... (Filed With SEC on September 24, 2004)

In thousands; unaudited (Filed With SEC on June 14, 2004)

In thousands; unaudited (Filed With SEC on March 9, 2004)

FINANCIAL INFORMATION (Filed With SEC on December 5, 2003)

Legal Proceedings (Filed With SEC on September 19, 2003)

FINANCIAL INFORMATION (Filed With SEC on May 30, 2003)

FORM 10-Q (Filed With SEC on February 28, 2003)

FINANCIAL INFORMATION (Filed With SEC on December 5, 2002)

Legal Proceedings (Filed With SEC on September 25, 2002)

STOCK PURCHASE AND SALE AGREEMENT AMONG BRFC LLC, INTUIT INC., QUICKEN LOANS INC. AND TITLE SOURCE, INC. DATED June 20, 2002 (Filed With SEC on August 15, 2002)

AMENDMENT TO STOCK PURCHASE AND SALE AGREEMENT (Filed With SEC on August 15, 2002)

MORTGAGE WAREHOUSING AGREEMENT AND RELATED DOCUMENTS Between INTUIT INC. And QUICKEN LOANS INC. Dated as of July 31, 2002 TABLE OF CONTENTS (Filed With SEC on August 15, 2002)

PART I FINANCIAL INFORMATION (Filed With SEC on May 31, 2002)

FINANCIAL INFORMATION (Filed With SEC on February 28, 2002)

FORM 10-Q INTUIT INC. INDEX (Filed With SEC on December 7, 2001)

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Intuit Contracts & Agreements