Intuit and our partner Evolution1 manage this plan to help you and your employer comply with IRS regulations. We’ll help to ensure you can use the funds from your employer 100% tax free when you show the money is used for qualified health expenses. Here are five tips to keep in mind to make using the plan as easy as brushing your teeth.
1. Keep your itemized receipts, always.
There are situations when we will automatically qualify your expense for you, but it’s always a good idea to keep itemized receipts from your doctor, pharmacy, insurer, and others in case you get a request from us to send the receipt.
You will generally need to submit a doctor’s bill or receipt the first time you submit an expense. Good news — if you use your card again with the same health provider for the same dollar amount, we can automatically qualify that expense.
If you use your Intuit Health Debit Card at pharmacies using a special approval system (called IIAS), then we can qualify that expense automatically (in most cases). The current list of pharmacies and other merchants is updated daily. If we need you to submit your receipt, we’ll email or text you right after you use your card.
After you make an out-of-pocket payment, first file a claim online at the Employee Portal. On the portal, you can request “recurring reimbursement” and provide an itemized receipt. Then we can automatically reimburse you every month before your premiums are due.
5. Go Online
When your card or out-of-pocket expenses aren’t automatically qualified, the easiest ways to submit receipts is to use our online Employee Portal and upload scanned receipts.
We hope these five steps help make it as easy as possible to use your Intuit Health Debit Card. Wishing you good health!
Do you have feedback on your experience using your card or submitting receipts? Please share your comments below.