Modifying your renewal

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

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

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