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REP payment methods and processing times

by Intuit Updated 6 months ago

Sign in to My Account to view your REP activity, update AutoPay, or make changes to your account information.

To make a payment to your Remote Entry Processing (REP) account, there are several methods available. Lacerte doesn’t charge fees for any of the services mentioned. Confirm with your bank if they charge any fees using Online Bill Pay.

Payment methods for your account:

To add or remove payment methods for the purpose of renewal or REP billing:

  1. Log in to My Account.
  2. On the left, select Billing ⮕ Payment methods.

AutoPay:

You can sign up for AutoPay and have payments deducted from your credit card or checking account each month. Billing amounts are pulled at the end of the statement date and are deducted later in the month. To sign up for AutoPay:

  1. To sign up for AutoPay, log in to My Account.
  2. On the left, select Billing ⮕ Lacerte REP.
  3. From there, you can toggle AutoPay on or off.

Dates are subject to change, so use caution if making a payment to your REP account when on AutoPay.

Online via My Account:

  1. Login to My Account.
  2. On the left, select Billing ⮕ Lacerte REP.
  3. Select the Pay balance button.
  4. Choose to pay Recent statement balance, Current balance, or Other amount.
  5. Select Payment Method.
    • If the choice doesn't show, select Cancel and then select Payment Method on the left panel to create a new payment method.
  6. Click Submit Payment (only once).

Payments post immediately and are visible in My Account under Payments in minutes.

Online Bill Pay

  • These accounts are set up, using your banking information.
  • Select the bill to be paid, the amount, and a schedule if needed.
  • The funds are deducted from your account and sent via check (electronic or paper) to Lacerte for processing.
  • On average, payments will post in 5-7 business days but can take as long as 10-14 business days to process and be viewed on My Account.

Call Customer Service at 800-933-9999

  • Payment methods with phone agents include credit cards (Visa, MC, Amex, Disc) and EFT  Bank Transfer (ACH)
  • Posts immediately and are visible in My Account under Payments in minutes.

Mailed payments

Make checks payable to "Lacerte Software" and be sure to include your Lacerte Customer Number. If mailing a renewal, be sure to include the Quote number in the lower right margin.

Physical address for regular payments:

Lacerte Software
PO Box 52103
Phoenix, AZ 85072-9867

Payments sent via postal mail can take 10-14 Business days to post to My Account. If the payment does not appear, call to verify the payment has been received. Have the check number and amount ready when calling.

Physical address for overnight payments:

Data Center of Arizona Attn: Nelson Brooks
2801 N 33rd Ave. Suite 1
Phoenix AZ 85009

Payments can take up to 5 business days to post. If the payment does not appear, call to verify the payment has been received. Have the check number, amount, tracking or, and any other identifying information ready when calling.

Additional important information:

  • Checks are either deposited or returned, not shredded.
  • The Date, Payee, and Dollar Amounts (numeric and written fields MUST match) and must include a signature.
  • The Memo field is optional but is recommended for entering the Customer Account Number for processing.
  • If not, a letter will be sent providing the reason the check is being returned.  Checks are typically returned with the letter but can be returned 7-15 business days after the letter.
  1. Sign in to My Account.
  2. From the left column choose Billing ⮕ Lacerte REP.
  3. Under Helpful Links click on Request REP Credit/Refund.
  4. Under Product Name select your Lacerte product.
  5. Under Request Type choose if you would like to receive a refund, or a credit.
  6. Enter your reason for the request.
  7. Enter the transaction details:
    • For refunds enter the information from the original transaction.
    • For credits use the Select transactions button to locate the REP charges. Check the box to include that client number in the credit request.
  8. Enter Comments including the client name and module.
  9. Select Submit.

Credit requests are subject to approval. One approved the turn around time will vary depending on the refund type:

  • Credit or void a transaction to a REP account is 24-48 hours.
  • A refund to a bank or Credit Card is 5-10 business days.
  • A paper check is 2-3 weeks.

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