View and understand the Lacerte REP billing schedule

This article explains the REP billing cycle, autopay schedule, due dates, and lockout rules for Lacerte.

Beginning the third week of November, Lacerte will limit the tax years where REP refunds are available. For more information, see here

For instructions on viewing your REP statement online, refer to Managing your information with My Account for Lacerte.

To view REP transactions and make payments on your REP account:

1. Sign in to MyAccount.
2. Select REP Statements on the left side to View Statements, Transactions, or Make a Payment.
   • Any changes made via My Account will result in a confirmation email to the primary contact on the account.

Lacerte no longer accepts paper checks as a payment method for Lacerte REP.  For more information, see here. For more information, see here.

The Lacerte REP billing, auto-pay, and non autopay schedules are listed below:

REP Schedule

Statement close date

• The billing cycle runs from the 5th of the previous month through the 4th of the current month. Update any changes to your billing information before this day. 
• Statements are available via My Account within 48 hours of the end of the statement date.
• Paper statements sent via postal mail may experience delays, please allow up to 2 weeks from the end of the statement date.

Autopay date

This is the date the credit card or EFT provided charges the amount due on your statement. No further action is required.

Non autopay due date

Statements are due on this date. Full payment is required by this date to avoid lockout.

Locked accounts

If full payment of your REP account balance isn't made, your account may be locked. Once your account is locked, the full outstanding balance must be paid before access is restored.

Terms, conditions, features, pricing support, and services are subject to change at any time without notice.