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Understanding the Lacerte REP statement process

SOLVEDby IntuitLacerte Tax1Updated July 14, 2022

Information about the Lacerte REP statement process:

  • The End of Statement Date is normally a Monday, the statement calculation process can't start until after midnight.
  • Statement calculation process is executed Tuesday morning, is monitored and takes 3-6 hours.
  • After completion, the information is validated and tested.
  • PDFs of the statements are then created and posted to My Account.
  • A second validation process is then completed.
  • Statements (PDFs) have to be uploaded to the printers ftp site; usually on Wednesday and Thursday.
  • Customers signed up for eStatements receive an email notification the statement is available through My Account.
  • The earliest statements will ever be mailed is Friday with the remainder on Monday using USPS Bulk Rate from Ohio.

To view information regarding your REP account:

  1. Sign in to My Account.
  2. From the left of the scree, select Billing ⮕ Lacerte REP.

The process takes approximately 6 days from start to finish.

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