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REP statement process

SOLVEDby IntuitLacerte Tax1Updated October 22, 2021
  1. The End of Statement Date is normally a Monday, the statement calculation process can't start until after midnight.
  2. Statement calculation process is executed Tuesday morning, is monitored and takes 3-6 hours.
  3. After completion, the information is validated and tested.
  4. PDFs of the statements are then created and posted to My Account.
  5. A second validation process is then completed.
  6. Statements (PDFs) have to be uploaded to the printers ftp site; usually on Wednesday and Thursday.
  7. Customers signed up for eStatements receive an email notification the statement is available through My Account.
  8. The earliest statements will ever be mailed is Friday with the remainder on Monday using USPS Bulk Rate from Ohio.
  9. To view information regarding your REP account, log into My Account.
  10. Under Billing, select Lacerte REP.

The process is approximately 6 days from start to finish.

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