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Deferred Payment Option (DPO) information and processes

SOLVEDby IntuitLacerte Tax37Updated September 01, 2022

This article will help you learn about how the Deferred Payment Option works, sign up, and make payments toward your DPO plan.

How to sign up for the Deferred Payment Option?

How do I pay for your plan due 3/2/2022?

To make a payment towards a Deferred Payment Option invoice, you can pay online 24 hours a day using the VersaPay website, or call Intuit Credit & Collections at 800-925-8364 and choose option 2.  They're open weekdays from 8 AM to 5 PM PT.

  • Payments you make on My Account or toward your Lacerte REP account cannot be applied toward your DPO balance.
  • DPO payments must be paid using an electronic method, such as a credit card, debit card, or EFT.

To pay online using VersaPay:

If you already have a VersaPay account, click here to sign in and make a payment.
If you don't have a VersaPay account yet:

  1. Check your email for a customized link to the VersaPay web page. You should have received an email like this:

    • If you can't find the email, call our finance department at 800-925-8364 and choose option 2 to ask for the email be sent again.
  2. Click on the click here to get started button.
  3. On the Intuit Invoices page select Sign Up.

  4. Follow the on-screen instructions to create a password and security question.

As a convenience to you, Intuit ProConnect is offering you a Deferred Payment Option, which is the option to pay for your Software at a later date. The following terms and conditions will supplement those terms of the End User License Agreement of the software you are purchasing from ProConnect (the “Software”). If you do not agree to these Terms and Conditions, then you are not eligible to use this benefit.

You acknowledge that you may not qualify for this benefit if (1) your account with ProConnect or QuickBooks is “on hold,” (2) your payment method that was used to pay ProConnect did not have sufficient funds to pay for your product or service over the past 24 months, or (3) you had Remote Entry Processing (REP) for any prior years and you had more than 3 late payments over a 24-month period. Intuit will determine your eligibility and notify you if you are not eligible.

You will have access to the Software you have chosen via shipment or download on or near November 4th, depending on the tax year. You agree to pay for the cost of the Software on March 2, 2022.

In the event that you fail to pay for any portion of the cost of the Software when it is due, Intuit may exercise one or more of the following remedies: (i) terminate the End User License Agreement upon notice to you; (ii) recover from you an amount equal to all accrued and unpaid fees; (iii) demand that you cease use of, uninstall, and return to Intuit all copies of the Software; (iv) prohibit access and terminate functionality to the Software; or (v) pursue any other remedy available under the applicable End User License Agreement or at law or in equity. You agree to reimburse Intuit for any and all expenses (such as attorneys’ fees) that Intuit may incur in connection with its efforts to collect any late or delinquent amounts.

I understand that by executing these Terms and Conditions, I am requesting to obtain the Deferred Payment Option and that I agree to the foregoing.

Frequently asked questions:

Call Lacerte 800-765-7777 or ProSeries 800-934-1040 for assistance.

At this time, we are offering the Deferred Payment Option with no fee.

Once the order has been placed, partial payments can be made to lower the balance due. At this time, we are only accepting electronic payments (CC/Debit/EFT). Direct debit is not offered.

  • Pay online using the Versa Pay tool.  Emails were sent with a link to access to make a payment.
  • Call Intuit Credit & Collections at 800-925-8364 and choose option 2.  They're open weekdays from 8 AM to 5 PM PT.
  • Payments can't be made on My Account or to the REP account.

A reminder email was sent with the amount due. If the email was not received or partial payments have been made since the email, call Intuit Credit & Collections at 800-925-8364 and choose option 2.  They're open weekdays from 8 AM to 5 PM PT.

All payments are due no later than March 2, 2022.

We are not able to offer any extensions.

Call Intuit Credit & Collections at 800-925-8364 and choose option 2.  They're open weekdays from 8 AM to 5 PM PT.

As per the DPO Terms & Conditions, program access will be restricted until full payment is received.

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