ProConnect HelpIntuit HelpIntuit

Lacerte cancellation refund and upgrade requests

by Intuit• Updated 4 weeks ago

Review the information below regarding cancelation, refund, and upgrade requests.

  • For customers on a Contract, use the Fixed Term Contract (FTC) article to resolve.
  • Managed Accounts - customers with an Account Manager should be provided their contact information for assistance.
  • Non-Managed Accounts (Data Migration, etc) are handled by Customer Service.
  • If the customer is upgrading to an unlimited program from REP: the REP fees already incurred aren't refundable or applied to your unlimited program purchase.

Customer Type

Type of Purchase

Action Requested

Policy Regarding Cancelation, Refund, and Upgrades

New Customer

(1st-year customer)

New Products

Cancel, Refund, and Upgrade

Please contact the Acquisition Agent that sold you the product.  If you are unsure of who your agent is, please contact the Sales team at 800-765-7777.

Renewal customer

New Products

Cancel/Refund 

For new Lacerte tax products only, cancelation or refund must be requested within 5 business days of product licensing.  

 

For new Lacerte workflow solutions, refund requests must be made within 30 days of purchase.

Renewal customer

Renewal Products

Cancel/Refund 

Customers who renew early may cancel their order for a full refund before the first Lacerte software release date, which is around November 1st. 

 

Customers who renew after the product release date have 5 business days from order placement to request a refund.    

Renewal CustomerChange of ProductsDowngrade

A downgrade

is allowed prior to renewing. Discounts will apply only if the order is placed within the

The early Renewal period for the requested product.

Renewal CustomerNew ProductsUpgrade

Full price will be charged for the upgrade package based on current promotions (no discounts will apply).

The original order will be refunded at the time of the upgrade.

Processing time for refunds:

  • Credit and debit card orders - refunds are typically applied to the credit or debit card account within 1-2 business days from the time your request is received at Intuit.
  • Electronic check - refunds are typically applied to the checking account within 7-10 days.
  • ​Paper check orders - refunds are typically applied to the checking account within 2-4 weeks.

Refunds are processed using the billing method from the initial order/payment. Once Intuit processes the refund, the issuing company will handle disbursement.

If you need additional assistance, refer to How to contact Lacerte for help with Customer Service contact information.

New customers requesting refunds need to contact the original sales manager to request a refund. It's up to the sales manager if the request will be honored.

Lacerte TaxLacerte Tax Planner

Sign in now for personalized help

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

More like this

Dynamic AdsDynamic Ads