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
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 choose Billing then 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 left column choose Account, then Account Details.
- To the right of Firm Details select Edit.
- From here you can change your:
- Contact Phone Number.
- Firm Phone Number.
- Primary Mailing Address.
- Once you've completed your changes, select Save Updates.
To change your Firm Name or Address if you do not file electronically:
- Sign in to My Account.
- From the left column select Account, then Account Details.
- To the right of Doing Business As (DBA) Address, select the Update.
- Change any fields you need to update in step 1.
- Complete step 2-4 and click Submit Change Request.
To change your Firm Name or Address if you do file electronically:
- Sign in to My Account
- From the left column select Account, then 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.
- For ProSeries: From the Tools menu choose License Products.
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 choose Billing then 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 choose Billing, then Lacerte REP.
- Under Helpful Links click on click on REP 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 choose Billing, then 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 choose Billing, then 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 choose Billing, then 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 choose Billing then 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 cancel Autopay:
- Sign in to My Account.
- From the left column choose Billing, then 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 refund for duplicate REP charges:
- Sign in to My Account.
- From the left column choose Billing then Lacerte REP.
- Under Helpful Links click on Request REP Credit/Refund.
- Under Product Name select your Lacerte product.
- Under Request Type choose if you would like to receive a refund, or a credit.
- Enter your reason for the request.
- Enter the transaction details:
- For refunds enter the information from the original transaction.
- For credits use the Select transactions button to locate the REP charges. Check the box to include that client number in the credit request.
- Enter Comments including the client name and module.
- Select Submit.
Credit requests are subject to approval. One approved the turn around time will vary depending on the refund type:
- Credit or void a transaction to a REP account is 24-48 hours.
- A refund to a bank or Credit Card is 5-10 business days.
- A paper check is 2-3 weeks.
Unlocking Lacerte, Tax Planner and DMS clients:
Choose which program you need to unlock clients in for step by step instructions:
Lacerte Tax clients:
- Sign in to My Account.
- From the left column, choose Dashboard then Products.
- From Helpful Resources on the right choose 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 Tax.
- 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 then Products.
- 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 then Products.
- 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 MyAccount. 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 Products, then 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 are 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 and select 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 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 the Managing your information with My Account.
Note:
- If you are 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.