Checking Auto Renewal status for ProSeries and Lacerte

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Checking your Auto Renewal status online

1. Sign in to My Account.
2. Click the Dashboard.
3. From the left of the screen, select Billing ⮕ Auto-renew.

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If your Status is Enrolled in Auto-Renewal

• Your auto-renewal status, product availability date, the last four digits of your credit card, and the expiration date for auto-renewal will be displayed.
• Software delivery will be made available after your order has been successfully processed.

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If your Status is Not enrolled in Auto-Renewal

1. To sign up for auto-renewal, select a Payment Method.
2. Review the Auto Renewal Terms and Conditions.
3. Check the box to acknowledge the Auto Renewal Terms and Conditions.
4. Select Enroll Now.

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How to opt out of Auto-Renewal

If you want to opt out of auto-renewal, follow the steps below.

1. Sign in to My Account
2. Go to Billing ⮕ Auto-renew
3. On the right-hand side, below your payment information, there will be a box that will tell you the current status of your auto-renewal. Select Opt out of auto-renewal to begin the process.

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