Starting in November 2020, you will see a large upgrade to the Lacerte monthly REP per-return billing system. This is designed to improve your experience by providing better security, stability, ease of use, and consistency. The transition to this upgraded, streamlined experience is automatic. No action is needed from you.
12-18-2020:
Our transition to the new REP Billing system is in progress, therefore you will not receive a December 2020 REP Statement.
What’s not changing:
What’s changing:
What do I need to do?
To ensure your account is upgraded to the new billing system, note that you will need to pay your November 8, 2020 REP statement by the due date of December 3, 2020. This is a one-time exception to the 30 day due date as we move all customers over to the new billing system.
When will I receive my 1st REP statement from the new billing system?
Converted customers who paid their November 2020 statement balance in full will receive future REP statements from the new billing system starting in January.
What do I need to do if I am locked out of and unable to access my software?
Please pay your outstanding REP balance on your January statement. To avoid delays, sign in to My Account.
Why did I receive a refund check?
In order to successfully convert some customers, we are refunding your credit balance to close out the old REP billing account and transferred the REP transactions to the new billing system. Please refer to your next REP billing statement for your current REP balance, and pay the amount indicated.
Why does my current REP statement show transactions previously billed?
To convert your account from the old billing system we transferred all the unbilled transactions to the new system. We are issuing a credit for all unbilled transactions in the old system. Please refer to your REP billing statement for your current REP balance, and pay the amount indicated.
Where is my REP credit?
If you had a credit balance in the old billing system we are currently working on processing a refund for you to receive in February. You may be re-charged for the same transactions in the new billing system we are refunding to you. Therefore, please do not reduce your payment on your next REP bill by the credit balance we are refunding.
You have clicked a link to a site outside of the ProConnect Community. By clicking "Continue", you will leave the Community and be taken to that site instead.