Setting up and using Remote Entry Processing (REP) for Lacerte

Table of contents:

View and download REP activity

My Account allows you to view and manage your REP activity all in one location.

1. Sign in to My Account.
2. From the left column, select Billing ⮕ Lacerte REP.
   • Under Usage, you can see your most recent REP charges.
   • Under Payments, you can view your recent REP payments.
   • Under Statements, you can view a PDF or download your statements for each period.

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Change how you receive your REP Statement

View the REP Billing Schedule here to find auto-pay due dates, statement close dates, and more.

1. Sign in to My Account.
2. From the left column, select Billing ⮕ Lacerte REP.
3. Under Helpful Links, select Statement Options.
4. From here you can:
   • Change the email address the eStatement is sent to.
   • Turn off mailed paper statements.
   • Turn on mailed paper statements.

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Pay your REP charges

1. Sign in to My Account.
2. From the left column, select Billing ⮕ Lacerte REP.
3. Select Make a Payment.
4. Complete the on-screen instructions.

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Request a credit or refund on your REP account

1. Sign in to My Account.
2. From the left column, select Billing ⮕ Lacerte REP.
3. Under Helpful Links, select Request REP Credit/Refund.
   • Credit and refund requests are subject to approval.

From here you can:

Request a refund of an overage on your REP account

Request a credit for a client return

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Track a refund or credit request on your REP account

1. Sign in to My Account.
2. From the left column, select Billing ⮕ Lacerte REP.
3. Under Helpful Links, click on Request REP Credit/Refund.
4. Select Track a Refund.
5. Enter the case number provided when submitting the refund or credit.

Related links:

• Managing your information with My Account for Lacerte
• Lacerte REP (Remote Entry Processing) pricing
• Lacerte Remote Entry Processing (REP)
• Lacerte REP billing schedule