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Updating your billing information for Lacerte

SOLVEDby IntuitLacerte Tax3Updated October 28, 2021

You are now able to update their billing information through My Account.

To update your billing information:

  1. Sign in to My Account.
  2. On the left, click  Billing and select Payment Methods.
  3. Select an existing method by clicking Make Primary or click on Add a Payment Method and fill out the credit card or checking/savings form.
  4. Clicking Edit will allow you to update the Expiration Date, Security Code, or Billing Address for an existing Credit Card.
  5. An e-mail is sent to confirm account changes have been made.
  6. Changes to your billing information may take up to 4 hours to process.

To update Auto Pay, see Setting up and managing your Lacerte REP charges in the Managing your information with My Account.

Note:

  • If you are associated with more than one online account, change the account being viewed by clicking the dropdown under the  Now Viewing Information for Customer Account # at the top left of the page.
  • Billing Profile Masking - When a bank account number is entered and is less than 8 digits, the entire number is encrypted i.e. last four digits won’t remain the same.

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