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How to sign up for Deferred Payment Option with Lacerte

by Intuit Updated 4 months ago

Follow these steps to opt into the Deferred Payment Option:

  1. Sign in to My Account.
  2. From the left of the screen, select Billing ⮕ Payment methods.
  3. Review your payment method and make sure it's up to date.
  4. From Billing ⮕ Deferred payment option.
  5. Review the Terms and Conditions.

    DPO
    DPO3
  6. Select the I understand box.
  7. Select Enroll Now.
  8. Select the View Quote link to see products renewed using the Deferred Payment Option.
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