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Item 15. EXHIBITS AND FINANCIAL STATEMENT SCHEDULES

30K characters. Original on sec.gov ·

Item 15. EXHIBITS AND FINANCIAL STATEMENT SCHEDULES

(a)The following documents are filed as part of this report:

1.Financial Statements – See Index to Consolidated Financial Statements in Part II, Item 8.

2.Financial Statement Schedules – See Index to Consolidated Financial Statements in Part II, Item 8.

3.Exhibits

Exhibit NumberExhibit DescriptionFiled HerewithIncorporated by Reference Form/File No.Date
2.01Equity 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 Holdings I, LLC, a Georgia limited liability company, VERP Holdings II, LLC, a Georgia limited liability company, DMK RSG, LLC, a Delaware limited liability company, DMK Life LLC, a Delaware limited liability company, DMK 10 LLC, a Delaware limited liability company, DMK 20 LLC, a Delaware limited liability company, DMK RSG Holdco LLC, a Delaware limited liability company, and Benjamin Chestnut, an individual resident of the State of Georgia, as the Sellers’ Representative*8-K9/13/2021
3.01Intuit Inc. Amended and Restated Certificate of Incorporation, effective January 27, 202510-Q2/25/2025
3.02Bylaws of Intuit Inc., as amended and restated on July 27, 20238-K8/2/2023
4.01Form of Specimen Certificate for Intuit’s Common Stock10-K9/15/2009
4.02Description of Common Stock10-K8/30/2019
4.03Indenture, dated as of June 29, 2020, between Intuit and U.S. Bank National Association, as trustee8-K6/29/2020
4.05Form of 1.350% Senior Note due 20278-K6/29/2020
4.06Form of 1.650% Senior Note due 20308-K6/29/2020
4.07Supplemental Indenture, dated as of September 15, 2023, between Intuit Inc. and U.S. Bank Trust Company, National Association, as trustee8-K9/15/2023
4.08Form of 5.250% Senior Note due 20268-K9/15/2023
4.09Form of 5.125% Senior Note due 20288-K9/15/2023
4.10Form of 5.200% Senior Note due 20338-K9/15/2023
4.11Form of 5.500% Senior Note due 20538-K9/15/2023
10.01+Intuit Inc. Amended and Restated 2005 Equity Incentive Plan, as amended through January 18, 202410-Q1/18/2024
10.02+Intuit Inc. Amended and Restated 2005 Equity Incentive Plan, as amended through January 20, 202210-K3/2/2022
10.03+Intuit Inc. Performance Incentive Plan, Amended and Restated effective October 25, 202310-Q11/28/2023
Intuit Fiscal 2025 Form 10-K101

Table of Contents

Exhibit NumberExhibit DescriptionFiled HerewithIncorporated by Reference Form/File No.Date
10.04+Form of Equity Grant Agreement: CEO, EVP, and SVP Stock OptionX
10.05+Form of Equity Grant Agreement: CEO Restricted Stock UnitX
10.06+Form of Equity Grant Agreement: EVP and SVP Restricted Stock UnitX
10.07+Form of Equity Grant Agreement: CEO Performance-Based Restricted Stock UnitX
10.08+Form of Equity Grant Agreement: EVP and SVP Performance-Based Restricted Stock UnitX
10.09+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 Unit10-K9/4/2024
10.10+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 Unit10-K9/1/2023
10.11+Forms of Equity Grant Agreements: CEO Performance-Based Restricted Stock Unit; Executive Performance-Based Restricted Stock Unit10-K9/2/2022
10.12+Forms of Equity Grant Agreements: Executive Chairman Non-Qualified Stock Option; Executive Chairman Service-Based Restricted Stock Unit; Executive Chairman Performance-Based Restricted stock Unit; CEO Performance-Based Restricted Stock Unit; Executive Performance-Based Restricted Stock Unit; Service-Based Restricted Stock Unit (non-focal)10-K9/8/2021
10.13+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 Service-Based Restricted Stock Unit; CEO TSR Performance-Based Restricted Stock Unit10-K8/31/2020
10.14+Forms of Equity Grant Agreements: Executive Chair and EVP Restricted Stock Unit, and CEO Restricted Stock Unit10-K8/30/2019
10.15+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 Restricted Stock Unit, Stock Option - 4 year vest, Time-Based RSU - 4 year vest (focal), New Hire Time-Based Restricted Stock Unit - 4 year vest10-K8/31/2018
10.16+Form of Amended and Restated 2005 Equity Incentive Plan Non-Qualified Stock Option Grant Agreement: New Hire, Promotion, Retention or Focal Grant10-K9/13/2013
10.17+Credit Karma, Inc. 2015 Equity Incentive Plan, as amendedS-8 333-25109612/3/2020
10.18+Form of Restricted Stock Unit Agreement under the Credit Karma, Inc. 2015 Equity Incentive PlanS-8 333-25109612/3/2020
10.19+Form of Restricted Stock Unit Agreement under the Credit Karma, Inc. 2015 Equity Incentive PlanS-8 333-25109612/3/2020
10.20+Form of Restricted Stock Unit Agreement under the Credit Karma, Inc. 2015 Equity Incentive PlanS-8 333-25109612/3/2020
10.21+Intuit Inc. Amended and Restated Employee Stock Purchase Plan, as amended through January 19, 202310-Q2/23/2023
102Intuit Fiscal 2025 Form 10-K

Table of Contents

Exhibit NumberExhibit DescriptionFiled HerewithIncorporated by Reference Form/File No.Date
10.22+Intuit Inc. Employee Stock Purchase Plan, as amended through January 19, 202210-Q3/2/2022
10.23+Intuit Inc. Amended Non-Employee Director Compensation Program, effective January 23, 20258-K11/4/2024
10.24+Intuit Inc. Amended Non-Employee Director Compensation Program, effective January 20, 20228-K1/24/2022
10.25+Description of Non-Employee Director Compensation, approved October 31, 2018 and effective January 17, 201910-Q11/20/2018
10.26+Description of Non-Employee Director Compensation, approved October 19, 2017 and effective January 18, 201810-Q11/20/2017
10.27+Forms of Non-employee Director Restricted Stock Unit Agreements10-Q11/20/2017
10.28+Form of Director Restricted Stock Units Conversion Grant Agreement10-Q3/1/2013
10.29+Fourth Amended and Restated Management Stock Purchase Program10-Q2/22/2019
10.30+Intuit Executive Relocation Policy10-K8/31/2018
10.31+Intuit Inc. Non-qualified Deferred Compensation Plan, effective January 1, 200910-Q11/20/2017
10.32+Intuit Inc. 2005 Executive Deferred Compensation Plan, effective January 1, 200510-Q12/10/2004
10.33+Intuit Executive Deferred Compensation Plan, effective March 15, 200210-Q5/31/2002
10.34+Amended and Restated Intuit Inc. Performance Incentive Plan, adopted October 28, 202010-Q11/19/2020
10.35+Form of Indemnification Agreement entered into by Intuit with each of its directors and certain officers10-Q2/23/2017
10.36+Letter regarding Terms of Employment by and between Intuit Inc. and Sandeep Aujla, dated February 17, 2023 and effective August 1, 202310-Q5/23/2023
10.37+Letter Regarding Terms of Employment by and between Intuit Inc. and Sasan Goodarzi, dated November 15, 201810-Q11/20/2018
10.38+Employment memo dated November 7, 2018 to Marianna Tessel and effective January 1, 201910-K8/31/2020
10.39Assurance of Voluntary Compliance, dated May 4, 2022, by and between Intuit Inc. and the Attorney General of the State of New York10-K9/2/2022
10.40Schedule identifying agreements substantially identical to the Assurance of Voluntary Compliance filed as Exhibit 10.37 hereto10-K9/2/2022
10.41Revolving Credit Agreement, dated as of January 30, 2025, by and among Intuit Inc., the lenders party thereto, and JPMorgan Chase Bank, N.A. as administrative agent8-K1/31/2025
10.42+Transition Agreement between Intuit Inc. and Laura Fennell, dated June 16, 2025X
Intuit Fiscal 2025 Form 10-K103

Table of Contents

Exhibit NumberExhibit DescriptionFiled HerewithIncorporated by Reference Form/File No.Date
19.01Policy Prohibiting Insider Trading (Global)X
21.01List of Intuit’s SubsidiariesX
23.01Consent of Independent Registered Public Accounting FirmX
24.01Power of Attorney (see signature page)X
31.01Certification of Chief Executive OfficerX
31.02Certification of Chief Financial OfficerX
32.01*Section 1350 Certification (Chief Executive Officer)X
32.02*Section 1350 Certification (Chief Financial Officer)X
97.01Compensation Recoupment Policy10-K9/4/2024
101.INSXBRL Instance Document - the instance document does not appear in the Interactive Data File because its XBRL tags are embedded within the Inline XBRL documentX
101.SCHXBRL Taxonomy Extension SchemaX
101.CALXBRL Taxonomy Extension Calculation LinkbaseX
101.LABXBRL Taxonomy Extension Label LinkbaseX
101.PREXBRL Taxonomy Extension Presentation LinkbaseX
101.DEFXBRL Taxonomy Extension Definition LinkbaseX
104Cover Page Interactive Data File (formatted as Inline XBRL and contained in Exhibit 101)X

+Indicates a management contract or compensatory plan or arrangement.
*This certification is not deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, or otherwise subject to the liability of that section. Such certification will not be deemed to be incorporated by reference into any filing under the Securities Act of 1933 or the Securities Exchange Act of 1934, except to the extent that Intuit specifically incorporates it by reference.

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