Welcome back! Ask questions, get answers, and join our large community of tax professionals.
Showing results for 
Search instead for 
Did you mean: 

Deferred Payment Option (DPO) Information and Processes

Intuit Help

Deferred Payment Option (DPO) Information and Processes

This article will help you learn about how the Deferred Payment Option works, opt-in to sign up, and make payments toward your DPO plan.

How do I opt in to the Deferred Payment Option?

How do I make a payment for my plan due 3/1/2021?

To make a payment towards a Deferred Payment Option invoice, you can pay online 24 hours a day using the VersaPay website, or call Intuit Credit & Collections at 800-925-8364 and press option 2.  They are open weekdays from 6:00AM to 5:00PM Pacific.

  • Payments you make on My Account or toward your Lacerte REP account cannot be applied toward your DPO balance.
  • DPO payments must be paid using an electronic method, such as a credit card, debit card, or EFT.

To pay online using VersaPay:

If you already have a VersaPay account, click here to sign in and make a payment.
If you don't have a VersaPay account yet:

  1. Check your email for a customized link to the VersaPay web page. You should have received an email like this:

    • If you can't find the email, call our finance department at 800-925-8364 and press option 2 to request the email be sent again.
  2. Click on the click here to get started button.
  3. On the Intuit Invoices page click on Sign Up.

  4. Follow the on-screen instructions to create a password and security question.

Deferred Payment Option Terms and Conditions

As a convenience to you, Intuit ProConnect is offering you a Deferred Payment Option, which is the option to pay for your Software at a later date. The following terms and conditions will supplement those terms of the End User License Agreement of the software you are purchasing from ProConnect (the 'Software').  If you do not agree to these Terms and Conditions, then you are not eligible to use this benefit.

You acknowledge that you may not qualify for this benefit if (1) your account with ProConnect or QuickBooks is on hold, (2) your payment method that was used to pay ProConnect did not have sufficient funds to pay for your product or service over the past 24 months, or (3) you had Remote Entry Processing (REP) for any prior years and you had more than 3 late payments over a 24-month period.  Intuit will determine your eligibility and notify you if you are not eligible.
You will have access to the Software you have chosen via shipment or download on or near November 4th, depending on the tax year.  You agree to pay for the cost of the Software on March 1, 2021.

In the event that you fail to pay for any portion of the cost of the Software when it is due, Intuit may exercise one or more of the following remedies: (i) terminate the End User License Agreement upon notice to you; (ii) recover from you an amount equal to all accrued and unpaid fees; (iii) demand that you cease use of, uninstall, and return to Intuit all copies of the Software; (iv) prohibit access and terminate functionality to the Software; or (v) pursue any other remedy available under the applicable End User License Agreement or at law or in equity.  You agree to reimburse Intuit for any and all expenses (such as attorneys' fees) that Intuit may incur in connection with its efforts to collect any late or delinquent amounts.

I understand that by executing these Terms and Conditions, I am requesting to obtain the Deferred Payment Option and that I agree to the foregoing.

Frequently Asked Questions:

The customer can call Lacerte (800) 765-7777 or ProSeries (800) 934-1040 for assistance.
At this time, we are offering the Deferred Payment Option with NO FEE.

Once the order has been placed, partial payments can be made to lower the balance due. At this time, we are only accepting electronic payments (CC/Debit/EFT). Direct debit is not offered.

  • Pay online using the Versa Pay tool.  Emails were sent with a link to access to make a payment.
  • Pay by phone by calling Credit & Collections at (800) 925-8364 x2. M-F 6AM to 5PM PT.
  • Payments cannot be made on My Account or to the REP account.
A reminder email was sent with the amount due. If the email was not received or partial payments have been made since the email, please call Credit & Collections at (800) 925-8364 Ext 2. M-F 6AM to 5PM PT.
All payments are due no later than March 1, 2021.
We are not able to offer any extensions.
Please call Credit & Collections at (800) 925-8364 Ext 2. M-F 6AM to 5PM PT.
As per the DPO Terms & Conditions, program access will be restricted until full payment is received.
ProSeries: Select the Tools Menu and License Products. For more information see How to license ProSeries
Lacerte: Select the Settings Menu, Update Preparer Information, Download Prep File and follow the prompts.

Was this helpful?

You must sign in to vote, reply, or post

Related to this Article