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Updating your billing information for Lacerte

SOLVEDby IntuitLacerte Tax4Updated August 12, 2022

You're 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 of the screen, go to Billing ⮕ 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.
    • An e-mail is sent to confirm account changes have been made.
    • 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 Managing your information with My Account.

Additional information:

  • If you're 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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