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

Changing your contact information and Firm Name or Address:
To change your contact information or mailing address:
- Sign in to My Account.
- From the top of the screen, select Account ⮕ Firm Name.
- To the right of Firm Details, select the Edit icon.
- From here you can change your:
- Phone Number
- Firm Phone Number
- Primary Mailing Address
- Once you've completed your changes, select Save.
To change your Firm Name or Address if you don't file electronically:
- Sign in to My Account.
- From the top of the screen, select Account ⮕ Firm Name.
- To the right of Firm Name, select the Edit icon, which looks like a pencil.
- Click the Edit button next to Account Name.
- Click Save.
To change your Firm Name or Address if you do file electronically:
- Sign in to My Account.
- From the left column, select e-File center ⮕ Manage EFIN.
- Under EFIN Registration, click on the down arrow to choose the reason that best matches your situation.
- Check the box for I have all the required documents and information to proceed to next step.
- Click Next.
- Enter your updated information in the form. This should match exactly with the IRS documentation.
- Choose the Document Type and click Browse.
- Select the EFIN Application Summary to be uploaded, then press OK.
- Check the I agree to the Terms and Conditions box.
- Click Submit.
When you change the Firm Name and/or Address this change will not reflect automatically in your tax software. The software needs to be re-licensed to reflect the change.
- For Lacerte: Download an updated Prep File.
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:
- Sign in to My Account.
- 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.
To change how you receive your REP Statement:
- Sign in to My Account.
- From the left column, select Billing ⮕ Lacerte REP.
- Under Helpful Links, click on click on Statement Options.
- From here you can:
- Change the email address the eStatement is sent to.
- Turn off mailed paper statements.
- Turn on mailed paper statements.
To pay your REP charges:
- Sign in to My Account.
- From the left column, select Billing ⮕ Lacerte REP.
- Click on Make a Payment.
- Complete the on-screen instructions.
To view your current Autopay enrollment status:
- Sign in to My Account.
- From the left column, select Billing ⮕ Lacerte REP.
- Autopay Status will show you if you are currently enrolled to make automatic payments or not.
To enroll in Autopay:
- Sign in to My Account.
- From the left column, select Billing ⮕ Payment methods.
- 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.
- From the left column, select Billing ⮕ Lacerte REP.
- To the right of Autopay Status, choose the Click here to enroll link.
- Choose the Payment Method for automatic payments.
- Read and accept the Terms of Agreement.
- Complete the requested information and click Continue.
- Review the confirmation screen.

To edit the address for Autopay:
- Sign in to My Account.
- From the left column, select Billing ⮕ Payment methods.
- Click the three dots on the right and choose Edit.
- Choose Edit again to update the address.
- Click Save.
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.
To cancel Autopay:
- Sign in to My Account.
- From the left column, select Billing ⮕ Lacerte REP.
- Choose Turn Off Autopay and click Done on the confirmation screen.
- A message (similar to the one below) will appear indicating changes have been made.
- Click Done.
If you wish to cancel by fax, please send your fax request to 214-387-2805.

To request a credit or refund on your REP account:
- Sign in to My Account.
- From the left column, select Billing ⮕ Lacerte REP.
- Under Helpful Links, click on Request REP Credit/Refund.
- Credit and refund requests are subject to approval.
From here you can:
Request a refund of an overage on your REP account:
Request a credit for a client return:
To track a refund or credit request on your REP account:
- Sign in to My Account.
- From the left column, select Billing ⮕ Lacerte REP.
- Under Helpful Links, click on Request REP Credit/Refund.
- Click Track a Refund.
- 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:
- Sign in to My Account.
- From the left column, select Dashboard.
- From Helpful Resources on the right, select Client Password Unlock.
- For the Program choose Tax Program.
- For Program Type choose the Tax Type of the client needing unlocked.
- If unlocking a single client enter the Client Number and click Submit.
- If unlocking multiple client check the Multiple Clients? checkbox and click Submit.
- Save the code provided. You'll need this in Lacerte.
- 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.
- Right click and choose Remove Password.
- Enter the code from step 8 in the Enter Unlock Code field.
Lacerte Tax Planner clients:
- Sign in to My Account.
- From the left column, choose Dashboard.
- From Helpful Resources on the right, choose Client Password Unlock.
- For Program Type choose the Tax Planner.
- In Client Plan enter the Plan Name from Tax Planner and click Submit.
- Save the code provided. You'll need this in Lacerte Tax Planner.
- Open Lacerte Tax Planner and double-click the plan you need to unlock.
- Click on Forgot Password.
- Enter the code from step 5 in the Enter Unlock Code field.
Document Management System clients:
- Sign in to My Account.
- From the left column, choose Dashboard.
- From Helpful Resources on the right, choose Client Password Unlock.
- Choose DMS for Document Management System.
- Enter the Path to your database.
- Save the code provided. You'll need this in Document Management System.
- Open DMS and double-click on the client you need to unlock.
- Click on Forgot Password.
- Enter the code from step 6 in the Password Override field.
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.
- Sign in to My Account.
- From the left column, choose e-File center ⮕ e-File status.
- 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.
- Click Submit to see the results.
Updating your billing information for Lacerte:
You are now able to update their billing information through My Account.
To update your billing information:
- Sign in to My Account.
- On the left, select Billing ⮕ Payment methods.
- 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.
- 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.