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Updating your billing information for Lacerte

by Intuit•5• Updated 2 weeks ago

You're now able to update your payment method and billing information through My Account.

To update your payment method and billing information:

  1. Sign in to MyAccount.
  2. On the left of the screen, go to Billing ⮕ Payment methods.
  3. Select an existing method by selecting Make Primary or Add a Payment Method.
  4. Fill out the credit card or checking/savings form.
  5. Select Edit to allow you to update the expiration date, security code, or billing address for an existing credit card.
    • An e-mail is sent to confirm account changes have been made.
    • Changes to your billing information may take up to 4 hours to process.

Additional information:

  • Billing Profile Masking - When a bank account number is entered and is less than 8 digits, the entire number is encrypted i.e. last four digits won’t remain the same.
Lacerte Tax