INTU 10-K Annual Report July 31, 2017 | Alphaminr
ALPHAMINR

INTU 10-K Fiscal year ended July 31, 2017

Balance Sheet
Cash Flow
Income Statement
INTUIT INC
10-Ks and 10-Qs
10-Q
 		Quarter ended Oct. 31, 2024
10-K
 		Fiscal year ended July 31, 2024
10-Q
 		Quarter ended April 30, 2024
10-Q
 		Quarter ended Jan. 31, 2024
10-Q
 		Quarter ended Oct. 31, 2023
10-K
 		Fiscal year ended July 31, 2023
10-Q
 		Quarter ended April 30, 2023
10-Q
 		Quarter ended Jan. 31, 2023
10-Q
 		Quarter ended Oct. 31, 2022
10-K
 		Fiscal year ended July 31, 2022
10-Q
 		Quarter ended April 30, 2022
10-Q
 		Quarter ended Jan. 31, 2022
10-Q
 		Quarter ended Oct. 31, 2021
10-K
 		Fiscal year ended July 31, 2021
10-Q
 		Quarter ended April 30, 2021
10-Q
 		Quarter ended Jan. 31, 2021
10-Q
 		Quarter ended Oct. 31, 2020
10-K
 		Fiscal year ended July 31, 2020
10-Q
 		Quarter ended April 30, 2020
10-Q
 		Quarter ended Jan. 31, 2020
10-Q
 		Quarter ended Oct. 31, 2019
10-K
 		Fiscal year ended July 31, 2019
10-Q
 		Quarter ended April 30, 2019
10-Q
 		Quarter ended Jan. 31, 2019
10-Q
 		Quarter ended Oct. 31, 2018
10-K
 		Fiscal year ended July 31, 2018
10-Q
 		Quarter ended April 30, 2018
10-Q
 		Quarter ended Jan. 31, 2018
10-Q
 		Quarter ended Oct. 31, 2017
10-K
 		Fiscal year ended July 31, 2017
10-Q
 		Quarter ended April 30, 2017
10-Q
 		Quarter ended Jan. 31, 2017
10-Q
 		Quarter ended Oct. 31, 2016
10-K
 		Fiscal year ended July 31, 2016
10-Q
 		Quarter ended April 30, 2016
10-Q
 		Quarter ended Jan. 31, 2016
10-Q
 		Quarter ended Oct. 31, 2015
10-K
 		Fiscal year ended July 31, 2015
10-Q
 		Quarter ended April 30, 2015
10-Q
 		Quarter ended Jan. 31, 2015
10-Q
 		Quarter ended Oct. 31, 2014
10-K
 		Fiscal year ended July 31, 2014
10-Q
 		Quarter ended April 30, 2014
10-Q
 		Quarter ended Jan. 31, 2014
10-Q
 		Quarter ended Oct. 31, 2013
10-K
 		Fiscal year ended July 31, 2013
10-Q
 		Quarter ended April 30, 2013
10-Q
 		Quarter ended Jan. 31, 2013
10-Q
 		Quarter ended Oct. 31, 2012
10-K
 		Fiscal year ended July 31, 2012
10-Q
 		Quarter ended April 30, 2012
10-Q
 		Quarter ended Jan. 31, 2012
10-Q
 		Quarter ended Oct. 31, 2011
10-K
 		Fiscal year ended July 31, 2011
10-Q
 		Quarter ended April 30, 2011
10-Q
 		Quarter ended Jan. 31, 2011
10-Q
 		Quarter ended Oct. 31, 2010
10-K
 		Fiscal year ended July 31, 2010
10-Q
 		Quarter ended April 30, 2010
10-Q
 		Quarter ended Jan. 31, 2010
PROXIES
DEF 14A
 		Filed on Nov. 27, 2024
DEF 14A
 		Filed on Nov. 22, 2023
DEF 14A
 		Filed on Nov. 23, 2022
DEF 14A
 		Filed on Nov. 24, 2021
DEF 14A
 		Filed on Nov. 25, 2020
DEF 14A
 		Filed on Nov. 27, 2019
DEF 14A
 		Filed on Nov. 21, 2018
DEF 14A
 		Filed on Nov. 22, 2017
DEF 14A
 		Filed on Nov. 23, 2016
DEF 14A
 		Filed on Nov. 25, 2015
DEF 14A
 		Filed on Nov. 26, 2014
DEF 14A
 		Filed on Nov. 27, 2013
DEF 14A
 		Filed on Nov. 27, 2012
DEF 14A
 		Filed on Nov. 23, 2011
DEF 14A
 		Filed on Nov. 24, 2010
TABLE OF CONTENTS
Part IItem 1 - BusinessItem 1A - Risk FactorsItem 1B - Unresolved Staff CommentsItem 2 - PropertiesItem 3 - Legal ProceedingsItem 4 - Mine Safety DisclosuresPart IIItem 5 - Market For Registrant S Common Equity, Related Stockholder Matters and Issuer Purchases Of Equity SecuritiesItem 6 - Selected Financial DataItem 7 - Management S Discussion and Analysis Of Financial Condition and Results Of OperationsItem 7A - Quantitative and Qualitative Disclosures About Market RiskItem 8 - Financial Statements and Supplementary DataItem 9 - Changes in and Disagreements with Accountants on Accounting and Financial DisclosureItem 9A - Controls and ProceduresItem 9B - Other InformationPart IIIItem 10 - Directors, Executive Officers and Corporate GovernanceItem 11 - Executive CompensationItem 12 - Security Ownership Of Certain Beneficial Owners and Management and Related Stockholder MattersItem 13 - Certain Relationships and Related Transactions, and Director IndependenceItem 14 - Principal Accountant Fees and ServicePart IVItem 15 - Exhibits and Financial Statement Schedules

Exhibits

3.02 Bylaws of Intuit, as amended and restated effective May 5, 2016 8-K 5/9/2016 4.01 Form of Specimen Certificate for Intuits Common Stock 10-K 9/15/2009 4.02 Indenture, dated as of March7, 2007, between Intuit and The Bank of New York Trust Company, N.A. as trustee 8-K 3/7/2007 4.03 Forms of Global Note for Intuits 5.40% Senior Notes due 2012 and 5.75% Senior Notes due 2017 8-K 3/12/2007 10.01+ Intuit Inc. 2005 Equity Incentive Plan, as amended April23, 2008 8-K 4/28/2008 10.02+ Intuit Inc. 2005 Equity Incentive Plan, as amended December16, 2008 S-8333-156205 12/17/2008 10.03+ Intuit Inc. 2005 Equity Incentive Plan, as amended December15, 2009 S-8333-163728 12/15/2009 10.04+ Intuit Inc. Amended and Restated 2005 Equity Incentive Plan, as approved January 19, 2011 S-8333-171768 1/19/2011 10.05+ Intuit Inc. Amended and Restated 2005 Equity Incentive Plan, as amended through July 24, 2012 8-K 7/27/2012 10.06+ Intuit Inc. Amended and Restated 2005 Equity Incentive Plan, as amended through January 23, 2014 S-8 333-193551 1/24/2014 10.07+ Intuit Inc. Amended and Restated 2005 Equity Incentive Plan, as amended through January 19, 2017 S-8 333-215639 1/20/2017 10.08+ 2005 Equity Incentive Plan Form of Non-Qualified Stock Option New Hire, Promotion or Retention Grant 10-Q 12/10/2004 10.09+ 2005 Equity Incentive Plan Form of Non-Qualified Stock Option Focal Grant 10-Q 12/10/2004 10.10+ Form of Director Restricted Stock Unit Grant Agreement 10-Q 12/1/2011 10.11+ Non-employee Director Compensation Program, effective January 21, 2016 10-Q 2/25/2016 10.12+ Form of Director Restricted Stock Units Initial Grant Agreement 10-Q 3/1/2013 10.13+ Form of Director Restricted Stock Units Initial Grant Agreement for Mid-Year Directors 10-Q 3/1/2013 10.14+ Form of Director Restricted Stock Units Succeeding Grant Agreement 10-Q 3/1/2013 10.15+ Form of Director Restricted Stock Units Succeeding Grant Agreement for Mid-Year Directors 10-Q 3/1/2013 10.16+ Form of Director Restricted Stock Units Conversion Grant Agreement 10-Q 3/1/2013 10.17+ Forms of Equity Grant Agreements: Restricted Stock Unit, CEO TSR Performance-Based Restricted Stock Unit, CEO Restricted Stock Unit, Executive TSR Performance-Based Restricted Stock Unit, EVP Restricted Stock Unit, Restricted Stock Unit - MSPP Purchased, Restricted Stock Unit- MSPP Matching, Stock Option 10.18+ Forms of Equity Grant Agreements: CEO Restricted Stock Unit, CEO TSR Performance-Based Restricted Stock Unit, Executive Restricted Stock Unit, EVP/SVP TSR Performance-Based Restricted Stock Unit, Restricted Stock Unit, and Stock Option Agreement 10-K 9/1/2016 10.19+ Form of Amended and Restated 2005 Equity Incentive Plan Non-Qualified Stock Option Grant Agreement: New Hire, Promotion, Retention or Focal Grant 10-K 9/13/2013 10.20+ Form of Amended and Restated 2005 Equity Incentive Plan Grant Agreement - Restricted Stock Unit (Performance-Based Vesting QBO Subscriptions) 10-Q 11/21/2014 10.21+ Form of CEO Restricted Stock Unit Agreement - time-based vesting (deferred release) 10-K 9/1/2015 10.22+ Form of CEO Restricted Stock Unit Agreement - performance-based - Total Shareholder Return Goals (deferred release) 10-K 9/1/2015 10.23+ Form of Restricted Stock Unit Agreement (service-based vesting) 10-K 9/13/2012 10.24+ Form of Restricted Stock Unit Agreement (executive vesting) 10-K 9/13/2012 10.25+ Form of Executive Performance-Based Restricted Stock Unit Agreement (three year operating goals) 10-K 9/13/2012 10.26+ Form of Executive Performance-Based Restricted Stock Unit Agreement (total shareholder return objectives) 10-K 9/13/2012 10.27+ Form of Restricted Stock Unit Agreement (CEO vesting) 10-K 9/13/2012 10.28+ Form of CEO Performance-Based Restricted Stock Unit Agreement (three year operating goals) 10-K 9/13/2012 10.29+ Form of CEO Performance-Based Restricted Stock Unit Agreement (total shareholder return objectives) 10-K 9/13/2012 10.30+ Form of Performance-Based Restricted Stock Unit Agreement (total shareholder return goals) 10-K 9/12/2014 10.31+ Form of CEO Performance-Based Restricted Stock Unit Agreement (one year operating goal) 10-K 9/16/2010 10.32+ Form of CEO Performance-Based Restricted Stock Unit Agreement (three year operating goals) 10-K 9/16/2010 10.33+ Form of CEO Performance-Based Restricted Stock Unit Agreement (total shareholder return objectives) 10-K 9/16/2010 10.34+ Third Amended and Restated Management Stock Purchase Program 10-Q 5/24/2016 10.35+ Second Amended and Restated Management Stock Purchase Program 10-Q 2/29/2012 10.36+ Form of Restricted Stock Unit Grant Agreement for MSPP Purchased Award 10-K 9/13/2012 10.37+ Form of Restricted Stock Unit Grant Agreement for MSPP Matching Award 10-K 9/13/2012 10.38+ Forms of Restricted Stock Unit Agreements: Intuit Inc. MSPP Matching Award Agreement; Intuit Inc. Performance-Based Vesting Agreement; Homestead Technologies Inc. Service-Based Vesting Agreement; and Intuit Inc. Service-Based Vesting Agreement 10-Q 12/4/2008 10.39+ PayCycle, Inc. 1999 Equity Incentive Plan, as amended, effective November 1, 1999 S-8 8/5/2009 10.40+ Form of Intuit Inc. Stock Option Assumption Agreement S-8 8/5/2009 10.41+ Form of Executive Promotion/New Hire Stock Option Agreement 10-K 9/12/2008 10.42+ Form of Executive Restricted Stock Unit Agreement (performance vesting) 10-K 9/12/2008 10.43+ Intuit Executive Relocation Policy 10-K 9/15/2009 10.44+ Intuit Inc. 2005 Executive Deferred Compensation Plan, effective January1, 2005 10-Q 12/10/2004 10.45+ Intuit Inc. Performance Incentive Plan for Fiscal Year 2016 10-K 9/1/2015 10.46+ Intuit Inc. Performance Incentive Plan for Fiscal Year 2017 10-K 9/1/2016 10.47+ Intuit Inc. Performance Incentive Plan for Fiscal Year 2018 10.48+ Intuit Executive Deferred Compensation Plan, effective March15, 2002 10-Q 5/31/2002 10.49+ Intuit Senior Executive Incentive Plan amended and restated effective August 1, 2012 and approved by stockholders on January 17, 2013 10-K 9/13/2013 10.50+ Form of Indemnification Agreement entered into by Intuit with each of its directors and certain officers 10-Q 2/23/2017 10.51+ Amendment dated December1, 2008 to Letter Regarding Terms of Employment by and between Intuit Inc. and Mr.R. Neil Williams dated November2, 2007 10-Q 12/4/2008 10.52+ Employment offer letter between Intuit Inc. and Sasan Goodarzi dated June 24, 2011 and Employment memo dated July 23, 2013 to Sasan Goodarzi 10-K 9/13/2013 10.53+ Employment memo dated August 14, 2014 to Sasan Goodarzi 10--K 9/12/2014 10.54+ Employment memo dated August 20, 2015 to Sasan Goodarzi 10-K 9/1/2015 10.55+ Employment offer letter between Intuit Inc. and Daniel Wernikoff dated February 12, 2003 10-K 9/13/2013 10.56+ Employment memo dated August 29, 2016 to Daniel Wernikoff 10-K 9/1/2016 10.57+ Employment memo dated August 23, 2017 to Daniel Wernikoff 10.58+ Amendment dated December1, 2008 to Letter Regarding Terms of Employment by and between Intuit Inc. and Mr.Brad D. Smith dated October1, 2007 10-Q 12/4/2008 10.59+ Letter Regarding Terms of Employment by and between Intuit Inc. and Mr.Brad D. Smith, dated October1, 2007 8-K 10/5/2007 10.60+ Letter Regarding Terms of Employment by and between Intuit Inc. and Mr.R. Neil Williams, dated November2, 2007 8-K 11/8/2007 10.61+ Employment offer letter between Intuit Inc. and Tayloe Stansbury dated April 27, 2009 10-K 9/12/2014 10.62 Credit Agreement by and among Intuit, the Lenders parties thereto (the Lenders), Bank of America, N.A. and JPMorgan Chase Bank, N.A., as co-administrative agents, U.S. Bank National Association and The Bank of Tokyo-Mitsubishi UFJ, Ltd., as co-syndication agents for the Lenders, and Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities L.L.C., U.S. Bank National Association and The Bank of Tokyo-Mitsubishi UFJ, Ltd., as joint lead arrangers and joint bookrunners dated February 1, 2016 10-Q 2/25/2016 10.63 Five Year Credit Agreement dated as of February 17, 2012, by and among Intuit Inc., the Lenders parties thereto, JPMorgan Chase Bank, N.A. as administrative agent, U.S. Bank National Association and Wells Fargo Bank, National Association, as co-syndication agents, and Union Bank, N.A. as documentation agent 10-Q 2/29/2012 10.64 Free On-Line Electronic Tax Filing Agreement Amendment, effective as of October30, 2005 between the Internal Revenue Service and the Free File Alliance, LLC 10-Q 12/5/2005 10.65 Free On-Line Electronic Tax Filing Agreement Amendment dated November5, 2009 between the Internal Revenue Service and the Free File Alliance, LLC 10-Q 12/4/2009 10.66 Free On-Line Electronic Tax Filing Agreement Amendment, effective as of October 30, 2014, between the Internal Revenue Service and Free File, Inc. 10-K 9/12/2014 10.67 Seventh Memorandum of Understanding on Service Standards and Disputes between the Internal Revenue Service and Free File, Incorporated, effective October 31, 2015 10-K 9/1/2015 10.68# Master Services Agreement between Intuit and Arvato Services, Inc., dated May28, 2003 10-K 9/19/2003 10.69 Second Amendment to Master Service Agreement between Intuit and Arvato Services, Inc., effective May29, 2007 10-K 9/14/2007 10.70# Amendment 3 to Master Services Agreement between Intuit and Arvato Services, Inc., effective April1, 2008 10-Q 5/30/2008 10.71# Amendment 5 to the Master Services Agreement between Intuit and Arvato Digital Services LLC effective August 19, 2010 10-Q 12/6/2010 10.72 Amended and Restated Amendment Seven to the Master Service Agreement by and between Intuit and Arvato Digital Services effective September 1, 2013 10-Q 11/22/2013 10.73 Amendment 8 to the Master Services Agreement between Intuit and Arvato Digital Services LLC effective August 1, 2014 10-K 9/12/2014 10.74# Agreement of Purchase and Sale and Joint Escrow Instructions by and between Intuit Inc. and Kilroy Realty, L.P. 8-K 11/16/2015 10.75 Lease Agreement dated as of July31, 2003 between Intuit and Charleston Properties for 2475, 2500, 2525, 2535 and 2550 Garcia Avenue, Mountain View, CA 10-K 9/19/2003 10.76 Lease Agreement dated as of July31, 2003 between Intuit and Charleston Properties for 2650, 2675, 2700 and 2750 Coast Avenue and 2600 Casey Avenue, Mountain View, California 10-K 9/19/2003 10.77 Second Amendment to Lease Agreement Phase 1, effective January 1, 2011, between Intuit Inc. and Charleston Properties 10-Q 3/1/2011 10.78 Third Amendment to Lease Agreement Phase 2, effective January 1, 2011, between Intuit Inc. and Charleston Properties 10-Q 3/1/2011 21.01 List of Intuits Subsidiaries 23.01 Consent of Independent Registered Public Accounting Firm 31.01 Certification of Chief Executive Officer 31.02 Certification of Chief Financial Officer 32.01* Section1350 Certification (Chief Executive Officer) 32.02* Section1350 Certification (Chief Financial Officer)