ProConnect HelpIntuit HelpIntuit

Update your billing information for Auto Renewal

SOLVEDby IntuitLacerte Tax3Updated 3 weeks ago

Sometimes you may need to make changes to your primary billing profile that is used for Auto Renewal. All changes need to be made before the designated processing date.

To update your billing profile:

  1. Sign in to ​My Account​.
  2. On the Dashboard, the renewal status for your upcoming order will show: You are set to auto-renew.
  3. From the left of the screen, select Billing ⮕ Auto-renew.
  4. Under Payment Method, select the pencil by Add or Edit Payment method.
    • Update the current payment method by selecting the ellipsis (3 dots) and selecting Edit.
    • Select a different payment method.
    • Add a new payment method.
  5. Select Save.

Related topics

Was this helpful?

You must sign in to vote, reply, or post
Lacerte TaxLacerte Tax PlannerProSeries BasicProSeries Professional

Sign in for the best experience

Ask questions, get answers, and join our large community of Intuit Accountants users.