ProConnect HelpIntuit HelpIntuit

How to renew Lacerte for tax year 2022

SOLVEDby Intuit23Updated 2 weeks ago

Online renewal is no longer available for tax year 2022. Call to renew.

Table of contents:

Renew online through your account
Enroll in Auto-Renewal
How to opt out of Auto Renewal
Learn about the Deferred Payment Option

Renew online through your account

  1. Access your online renewal through your renewal email or sign in to My Account.
  2. If your login is associated with multiple Customer Account Numbers, you'll see a Select an Account screen after logging in.
  3. Choose the account you need to renew and click Select.
  4. From the My Account Dashboard, select Renew Now to view your renewal quote.
  5. Review included products and totals.
  6. Click Continue to Renewal.

User-added image

  1. Review your order information.
  2. Review your firm information and shipping address, making changes as needed.
  3. Select Next.

User-added imageUser-added image

  1. Review your Payment Method and Billing Address, or make any changes as needed.
  2. Select your Billing Preferences, and then click Next.

PCG_renewal_ps-lsc_001.pngUser-added image

  1. Review your Order Fulfillment and select Download Software or Download Software + CD.
  2. Review the products in the Order Summary.
    • If you want to make changes to the products ordered, contact Customer Service.
  3. Select Complete Checkout to submit your order.
    • Your credit card or bank account will be charged upon order submission. An e-mail confirmation will be sent to the e-mail address we have on file.

User-added imageUser-added image

Back to Table of Contents
PCG_ASSET_spacer_11px.png

Enroll in Auto-Renewal

  1. Sign in to My Account.
  2. Select Products from the left navigation bar.
  3. Click Auto-Renew.

User-added imageUser-added image

  1. Review your payment method and address.
  2. Check the box to acknowledge the auto-renewal Terms and Conditions.
  3. Select Enroll Now.
    • We'll send you an email notification as a reminder before billing.

How to opt out of Auto Renewal

If you would like to opt out of auto renewal, follow the steps below.

  1. Sign in to My Account
  2. Go to Billing ⮕ Auto-renew
  3. On the right hand side, below your Payment information, there will be a box that tells you the current status of your auto renewal. Select Opt out of auto renewal to begin the process.

Back to Table of Contents
PCG_ASSET_spacer_11px.png

Learn about the Deferred Payment Option

The Deferred Payment Option lets you pay off the cost of your Lacerte software in manageable installments with your credit or debit card, or electronic funds transfer. See the steps for opting into deferred payments here.

Back to Table of Contents
PCG_ASSET_spacer_11px.png

If you need assistance with online renewal, please call our sales team at 800-765-7777.

Related topics

Was this helpful?

You must sign in to vote, reply, or post
Lacerte TaxLacerte Tax Planner

Sign in for the best experience

Ask questions, get answers, and join our large community of Intuit Accountants users.