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Checking Auto Renewal status for ProSeries and Lacerte

SOLVEDby IntuitLacerte Tax7Updated 3 weeks ago

Table of contents:

Checking your Auto Renewal status online
If your Status is Enrolled in Auto Renewal
If your Status is Not enrolled in Auto Renewal
How to opt out of Auto Renewal

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, and last 4 digits of your credit card and 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 would like 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 tells you the current status of your auto renewal. Select Opt out of auto renewal to begin the process.

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