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Deferred Payment Option (DPO) information and processes

by Intuit•20• Updated 1 month ago

This article will help you learn about how the Deferred Payment Option works, sign up, and make payments toward your DPO plan.

What is DPO?

DPO is Intuit's Deferred Payment Option. This lets you to purchase the tax product but make payments over time.

How to sign up for the Deferred Payment Option?

How do I make a payment for the invoice due 2/27/2026?

To make a payment towards a Deferred Payment Option invoice, you can pay online 24 hours a day using MyAccount.

  • Payments you make toward your Lacerte REP account cannot be applied to your DPO balance.
  • DPO payments must be paid using an electronic method, such as a credit card, debit card, or EFT.

To pay online via My Account:

Note: The user associated with the email that received the DPO invoice is the one that can pay the DPO bill.

Access your invoice via Single Sign-on using My Account.

  1. Sign in to My Account.
  2. Select Pay DPO Bill.
    Image Alt Text
  3. Select the invoice to pay by checking the box on the left.
    A picture of a computer screen with a description of a bug.
  4. To Pay Now, agree to the Terms and Conditions, then select Pay Now.
    A computer screen with a description of a computer.
  5. To make a Partial Payment.
  6. Select Edit.
    A computer screen showing a computer screen and a keyboard.
  7. Next to the Payment Amount, select the down carrot.
  8. Enter the new Payment Amount.
    • Enter whole numbers only. Ex 50
  9. Select Save.
  10. Select the Payment Method.
  11. Select a Payment Instrument or use the + to add.
  12. Select Submit.
  13. Agree to the Terms and Conditions, then select Pay Now.
  14. You will receive an email confirmation of the successful payment.

As a convenience to you, Intuit is offering you a Deferred Payment Option, which is the option to pay for your Software at a later date. The following terms and conditions will supplement those terms of the End User License Agreement of the software you are purchasing from ProConnect (the “Software”). If you do not agree to these Terms and Conditions, then you are not eligible to use this benefit.

You acknowledge that you may not qualify for this benefit if (1) your account with ProConnect or QuickBooks is “on hold,” (2) your payment method that was used to pay ProConnect did not have sufficient funds to pay for your product, or service over the past 24 months, or (3) you had Remote Entry Processing (REP) for any prior years and you had more than 2 late payments over 12 months. Intuit will determine your eligibility and notify you if you are not eligible.

You will have access to the Software you have chosen via shipment or download on or near November 4th, depending on the tax year. You agree to pay for the cost of the Software on the due date.

If you fail to pay for any portion of the cost of the Software when it is due, Intuit may exercise one or more of the following remedies: (i) terminate the End User License Agreement upon notice to you; (ii) recover from you an amount equal to all accrued and unpaid fees; (iii) demand that you cease use of, uninstall, and return to Intuit all copies of the Software; (iv) prohibit access and terminate functionality to the Software; or (v) pursue any other remedy available under the applicable End User License Agreement or at law or in equity. You agree to reimburse Intuit for any expenses (such as attorney’s fees) that Intuit may incur in connection with its efforts to collect any late or delinquent amounts.

I understand that by executing these Terms and Conditions, I am requesting to obtain the Deferred Payment Option and that I agree to the foregoing.

Who can I talk to about DPO if I have Questions?

Call Lacerte 800-765-7777 or ProSeries 800-934-1040 for assistance.

How much is the fee?

At this time, we are offering the Deferred Payment Option with no fee.

How do I make a payment?

Once the order has been placed, partial payments can be made to lower the balance due. At this time, we are only accepting electronic payments (CC/Debit/EFT). Direct debit is not offered.

  • Pay via My Account. The user that received the DPO invoice can pay this way.
  • Payments can't be made to the REP account.

How much do I owe?

A reminder email was sent with the amount due. If the email was not received or partial payments have been made since the email, call Intuit Credit & Collections at 800-925-8364 and choose option 2.  They're open weekdays from 8 AM to 5 PM PT.

What is the due date for final payments?

All payments are due no later than February 27, 2026.

Can I get an extension?

We are not able to offer any extensions.

I paid but got a notice saying I still owe.

Call Intuit Credit & Collections at 800-925-8364 and choose option 2.  They're open weekdays from 8 AM to 5 PM PT.

What happens if I don't pay?

As per the DPO Terms & Conditions, program access will be restricted until full payment is received.

Once I have paid after being disabled, how do I get access to the program again?

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