Managing your information with My Account for Lacerte

This article will help you:

• Add, change, and delete saved credit cards and bank accounts
• Change your contact information and mailing address
• Set up and manage your Lacerte REP charges
• Unlock Lacerte, Tax Planner, and DMS clients
• View the e-file status of your returns
• Updating your billing information for Lacerte

Table of contents:

Adding, changing, and deleting your saved credit cards and bank accounts:

Before you start, it is important to note that only the primary contact may make changes to the AutoPay information.

To update your billing information:

1. Sign in to My Account.
2. From the left column, select Billing ⮕ Payment methods.
3. From here you can add a new payment method, edit a payment method, or delete a payment method.
4. When you make a change you'll receive an email confirming account changes have been made.
5. Changes to your billing information may take up to 4 hours to process.

EFT bank accounts that have less than 8 digits will tokenize and display the last 4 digits differently than what the actual last 4 of the bank account are. This is due to the need for our system to have at least 8 digits for the account number.  The actual bank account entered prior to the tokenization will be charged correctly.

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Changing your contact information and Firm Name or Address:

To change your contact information or mailing address:

1. Sign in to My Account.
2. From the top of the screen, select Account ⮕ Account details.
3. To the right of Firm Details, select the Edit icon.
4. From here you can change your:
   • Phone Number
   • Firm Phone Number
   • Primary Mailing Address
5. Once you've completed your changes, select Save.

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To change your Firm Name or Address if you don't file electronically:

1. Sign in to My Account.
2. From the top of the screen, select Account ⮕ Account details.
3. To the right of Firm Name, select the Edit icon, which looks like a pencil.
4. Click the Edit button next to Account Name.
5. Click Save.

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To change your Firm Name or Address if you do file electronically:

1. Sign in to My Account.
2. From the left column, select e-File center ⮕ Manage EFIN.
3. Under EFIN Registration, click on the down arrow to choose the reason that best matches your situation.
4. Check the box for I have all the required documents and information to proceed to next step.
5. Click Next.
6. Enter your updated information in the form. This should match exactly with the IRS documentation.
7. Choose the Document Type and click Browse.
8. Select the EFIN Application Summary to be uploaded, then press OK.
9. Check the I agree to the Terms and Conditions box.
10. Click Submit.

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Setting up and managing your Lacerte REP charges:

My Account allows you the view and manage your REP activity all in one location.

To view and download REP activity:

1. Sign in to My Account.
2. From the left column, select Billing ⮕ Lacerte REP.
   • Under Usage, you can see your most recent REP charges.
   • Under Payments, you can view your recent REP payments.
   • Under Statements, you can view a PDF or download your statements for each period.

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To change how you receive your REP Statement:

1. Sign in to My Account.
2. From the left column, select Billing ⮕ Lacerte REP.
3. Under Helpful Links, click on click on Statement Options.
4. From here you can:
   • Change the email address the eStatement is sent to.
   • Turn off mailed paper statements.
   • Turn on mailed paper statements.

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To pay your REP charges:

1. Sign in to My Account.
2. From the left column, select Billing ⮕ Lacerte REP.
3. Click on Make a Payment.
4. Complete the on-screen instructions.

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To view your current Autopay enrollment status:

1. Sign in to My Account.
2. From the left column, select Billing ⮕ Lacerte REP.
3. Autopay Status will show you if you are currently enrolled to make automatic payments or not.

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To enroll in Autopay:

1. Sign in to My Account.
2. From the left column, select Billing ⮕ Payment methods.
3. Make sure the payment method you want to use is present or click Add a Payment Method to enter a new credit card or bank account before enrolling in Autopay.
4. From the left column, select Billing ⮕ Lacerte REP.
5. To the right of Autopay Status, choose the Click here to enroll link.
6. Choose the Payment Method for automatic payments.
7. Read and accept the Terms of Agreement.
8. Complete the requested information and click Continue.
9. Review the confirmation screen.

If you enroll in Autopay after the current REP statement date you will need to make a manual payment for the current REP amount only. Once Autopay is setup you will not want to make manual payments for any other REP statements, this will result in double payment.

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To edit the address for Autopay:

1. Sign in to My Account.
2. From the left column, select Billing ⮕ Payment methods.
3. Click the three dots on the right and choose Edit.
4. Choose Edit again to update the address.
5. Click Save.

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To change payment method for Autopay:

1. Sign in to My Account.
2. From the left column, select Billing ⮕ Payment methods.
3. Click the three dots on the right and choose Edit.
4. Choose + Replace payment method to add.
5. Click Save.

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To cancel Autopay:

1. Sign in to My Account.
2. From the left column, select Billing ⮕ Lacerte REP.
3. Choose Turn Off Autopay and click Done on the confirmation screen.
4. A message (similar to the one below) will appear indicating changes have been made.
5. Click Done.

​If you wish to cancel by fax, please send your fax request to 214-387-2805.

Canceling Autopay needs to be completed prior to the statement date to take effect in that billing cycle. If canceled after the statement date the current statement will still be paid by Autopay. Refer to the Lacerte REP Billing Schedule to view statement dates.

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To request a credit or refund on your REP account:

1. Sign in to My Account.
2. From the left column, select Billing ⮕ Lacerte REP.
3. Under Helpful Links, click on Request REP Credit/Refund.

From here you can:

Request a refund of an overage on your REP account:

Request a credit for a client return:

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To track a refund or credit request on your REP account:

1. Sign in to My Account.
2. From the left column, select Billing ⮕ Lacerte REP.
3. Under Helpful Links, click on Request REP Credit/Refund.
4. Click Track a Refund.
5. Enter the case number provided when submitting the refund or credit.

Unlocking Lacerte, Tax Planner and DMS clients:

Choose which program you need to unlock clients in for step-by-step instructions:

Lacerte clients:

1. Sign in to My Account.
2. From the left column, select Dashboard.
3. From Helpful Resources on the right, select Client Password Unlock.
4. For the Program choose Tax Program. 
5. For Program Type choose the Tax Type of the client needing unlocked.
6. If unlocking a single client enter the Client Number and click Submit.
7. If unlocking multiple client check the Multiple Clients? checkbox and click Submit.
8. Save the code provided. You'll need this in Lacerte.
9. Open Lacerte and select the clients you need to unlock.
   • If you are unlocking multiple returns at once you must select multiple clients from the Client List for your unlock code to work.
10. Right click and choose Remove Password.
11. Enter the code from step 8 in the Enter Unlock Code field.

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Lacerte Tax Planner clients:

1. Sign in to My Account.
2. From the left column, choose Dashboard.
3. From Helpful Resources on the right, choose Client Password Unlock.
4. For Program Type choose the Tax Planner.
5. In Client Plan enter the Plan Name from Tax Planner and click Submit.
6. Save the code provided. You'll need this in Lacerte Tax Planner.
7. Open Lacerte Tax Planner and double-click the plan you need to unlock.
8. Click on Forgot Password.
9. Enter the code from step 5 in the Enter Unlock Code field.

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Document Management System clients:

1. Sign in to My Account.
2. From the left column, choose Dashboard.
3. From Helpful Resources on the right, choose Client Password Unlock.
4. Choose DMS for Document Management System.
5. Enter the Path to your database.
6. Save the code provided. You'll need this in Document Management System.
7. Open DMS and double-click on the client you need to unlock.
8. Click on Forgot Password.
9. Enter the code from step 6 in the Password Override field.

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Viewing e-file status information online:

The e-file status for a current year returns can be viewed in My Account. This allows you to check on the e-file status for a specific return while away from your computer.

1. Sign in to My Account.
2. From the left column, choose e-File center ⮕ e-File status.
3. Fill in the required fields:
   • Product: Which tax software was the return e-filed from.
   • Status: This will let you to pick Accepted, Rejected or All.
   • Tax Year: Which tax year was the return e-filed for..
   • Customer Number will be auto-populated for you.
   • SSN/EIN of the return you're looking for.
4. Click Submit to see the results.

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Updating your billing information for Lacerte:

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, select Billing ⮕ Payment methods.
3. Select an existing method by selecting Make Primary or select on Add a Payment Method and fill out the credit card or checking/savings form.
4. Selecting Edit will allow you to update the Expiration Date, Security Code, or Billing Address for an existing credit card.
   • An email 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 the Managing your information with My Account.

Additional information:

• If you're associated with more than one online account, change the account being viewed by selecting 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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