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Lacerte REP payment methods and processing times

by Intuit•3• Updated 3 days ago

Beginning July 1, 2025, Lacerte will no longer accept paper checks as a payment method for Lacerte REP. For more information, see here.

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.

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.

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.
  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. Once 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 3-4 weeks.

Note: Refunds for charges more than 6 months old will be sent as paper checks.

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