Managing your information with My Account

1. Sign in to My Account
2. From the left column choose Account then Account Details.
3. To the right of Firm Details click Edit.
4. From here you can change your:
   • Contact Phone Number.
   • Firm Phone Number.
   • Primary Mailing Address.
5. Once you complete your changes click Save Updates.

1. Sign in to My Account
2. From the left column choose Account then Account Details.
3. To the right of Doing Business As (DBA) Address click the Update button.
4. Change any fields you need to update in step 1.
5. Complete step 2-4 and click Submit Change Request.

1. Click here to sign in to My Account.
2. On the left-side menu, press Account.
3. Click on Manage EFIN.
4. Under EFIN Registration click on the down arrow to choose the reason that best matches your situation.
5. Check the box for I have all the required documents and information to proceed to next step.
6. Click Next.
7. Enter your updated information in the form. This should match exactly with the IRS documentation.
8. Choose the Document Type and click Browse.
9. Select the EFIN Application Summary to be uploaded, then press OK.
10. Check the I agree to the Terms and Conditions box.
11. Click Submit.

1. Sign in to My Account
2. From the left column choose Billing then Lacerte REP.
   • Under Usage, you can see your most recent REP charges.
   • Under Payments, you can view your recent REP payments.
   • Under Statements, you can view a PDF or download your statements for each period.

1. Sign in to My Account
2. From the left column choose Billing then Lacerte REP.
3. Under Helpful Links click on click on REP Statement Options.
4. From here you can:
   • Change the email address the eStatement is sent to.
   • Turn off mailed paper statements.
   • Turn on mailed paper statements.

1. Sign in to My Account
2. From the left column choose Billing then Lacerte REP.
3. Click on Make a Payment.
4. Complete the on-screen instructions.

1.  Sign in to My Account
2. From the left column choose Billing then Lacerte REP.
3. Autopay Status will show you if you are currently enrolled to make automatic payments or not.

1. Sign in to My Account
2. From the left column choose Billing then Payment Methods.
3. Make sure the payment method you want to use is present or click Add a Payment Method to enter a new credit card or bank account prior to enrolling in Autopay.
4. From the left column choose Billing then Lacerte REP.
5. To the right of Autopay Status choose the Click here to enroll link.
6. Choose the Payment Method for automatic payments.
7. Read and accept the Terms of Agreement.
8. Complete the requested information and click Continue.
9. Review the confirmation screen.

If you enroll in Autopay after the current REP statement date you will need to make a manual payment for the current REP amount only. Once Autopay is setup you will not want to make manual payments for any other REP statements, this will result in double payment.

1. Sign in to My Account
2. From the left column choose Billing then Lacerte REP.
3. Choose Turn Off Autopay and click Done on the confirmation screen.
4. A message (similar to the one below) will appear indicating changes have been made.
5. Click Done.

​If you wish to cancel by fax, please send your fax request to 214-387-2805.

Canceling Autopay needs to be completed prior to the statement date to take effect in that billing cycle. If canceled after the statement date the current statement will still be paid by Autopay. Refer to the Lacerte REP Billing Schedule to view statement dates.

1. Sign in to My Account
2. From the left column choose Billing then Lacerte REP.
3. Under Helpful Links click on Request a Credit.
4. Review the on-screen instructions and then click on Enter A Request.
5. Complete the requested information and click on Save & close.

1. Sign in to My Account
2. From the left column choose Dashboard then Products.
3. From Helpful Resources on the right choose Client Password Unlock.
4. For the Program choose Tax Program. 
5. For Program Type choose the Tax Type of the client needing unlocked.
6. If unlocking a single client enter the Client Number and click Submit.
7. If unlocking multiple client check the Multiple Clients? checkbox and click Submit.
8. Save the code provided. You will need this in Lacerte Tax.
9. Open Lacerte and highlight the clients you need to unlock.
   • If you are unlocking multiple returns at once you must select multiple clients from the Client List for your unlock code to work.
10. Right click and choose Remove Password.
11. Enter the code from step 8 in the Enter Unlock Code field.

1. Sign in to My AccountFrom the left column choose Dashboard then Products.
2. From Helpful Resources on the right choose Client Password Unlock.
3. For Program Type choose the Tax Planner.
4. In Client Plan enter the Plan Name from Tax Planner and click Submit.
5. Save the code provided. You will need this in Lacerte Tax Planner.
6. Open Lacerte Tax Planner and double click on the plan you need to unlock.
7. Click on Forgot Password.
8. Enter the code from step 5 in the Enter Unlock Code field.

1. Sign in to My Account
2. From the left column choose Dashboard then Products.
3. From Helpful Resources on the right choose Client Password Unlock.
4. Choose DMS for Document Management System.
5. Enter the Path to your database.
6. Save the code provided. You will need this in Document Management System.
7. Open DMS and double click on the client you need to unlock.
8. Click on Forgot Password.
9. Enter the code from step 6 in the Password Override field.