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Setting up and using Remote Entry Processing (REP) for Lacerte
by Intuit• Updated 2 weeks ago
Table of contents:
View and download REP activity
My Account allows you to view and manage your REP activity all in one location.
- Sign in to My Account.
- 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.
Change how you receive your REP Statement
View the REP Billing Schedule here to find auto-pay due dates, statement close dates, and more.
- Sign in to My Account.
- From the left column, select Billing ⮕ Lacerte REP.
- Under Helpful Links, select Statement Options.
- From here you can:
- Change the email address the eStatement is sent to.
- Turn off mailed paper statements.
- Turn on mailed paper statements.
Pay your REP charges
- Sign in to My Account.
- From the left column, select Billing ⮕ Lacerte REP.
- Select Make a Payment.
- Complete the on-screen instructions.
Request a credit or refund on your REP account
- Sign in to My Account.
- From the left column, select Billing ⮕ Lacerte REP.
- 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
Track a refund or credit request on your REP account
- Sign in to My Account.
- From the left column, select Billing ⮕ Lacerte REP.
- Under Helpful Links, click on Request REP Credit/Refund.
- Select Track a Refund.
- Enter the case number provided when submitting the refund or credit.
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