Modifying your renewal

Table of contents:

How to cancel, refund or modify your Renewal

• ProSeries cancelation, refund and upgrade requests
• Lacerte cancelation refund and upgrade requests
• ProConnect Tax refund and cancelation policy and request form

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How to enroll in or opt out of Auto Renewal

• Checking Auto Renewal status for ProSeries and Lacerte
• Update your billing information for Auto-Renewal

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Learn more about the Deferred Payment Option

• Deferred Payment Option (DPO) information and processes
• How to sign up for Deferred Payment Option with ProSeries
• How to sign up for Deferred Payment Option with Lacerte

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