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Click My Account to open the sign in screen. Enter your Email or user ID. Enter your Password. Click Sign In. If your login is associated with multiple Customer Account Numbers, you'll see the Select an Account screen. Click Select on the account you need to access.
Included. Intuit Tax Advisor. Now included in your Lacerte tax year 2024 software so you can streamline your tax planning process and deliver unmatched value for clients.*. Remote access. Lacerte delivers access anytime, from anywhere, while freeing you from IT hassles and empowering you to hire remote employees.*. Comprehensive coverage.
by Intuit. This article will help you if you need help resetting your password or recovering your user ID while signing into My Account. If you need help while signing ... Find answers to your questions about login and password with official help articles from Intuit Accountants.Get answers for Lacerte Tax US support here, 24/7.
Lacerte is a desktop or hosted product for large accounting firms with complex returns. ProConnect is a fully cloud-based tax software for accountants. Learn about the key differences between each tax software option, or speak to a specialist to help you find the right fit for your practice at 844-671-4815.
To sign in to My Account for ProSeries: Click My Account to open the sign in screen. Enter your Email or user ID. Enter your Password. Click Sign In. If your login is associated with multiple Customer Account Numbers, you'll see a Select an Account screen. Click Select on the account you need to access.
To recover your user ID or reset your password: On the Sign in screen enter your phone number, email or user ID and select Sign In. If you can't remember your password select the Text a code to (***) ***-**XX option. Enter the verification code and select Continue to sign in. Back to Table of Contents.
To track a refund or credit request on your REP account: Sign in to My Account. From the left column, select Billing ⮕Lacerte REP. Under Helpful Links, click on Request REP Credit/Refund. Click Track a Refund. Enter the case number provided when submitting the refund or credit.
The billing cycle runs from the 5 th of the previous month to the 4 th of the current month. Update any changes to your billing information before this day. Statements are available via My Account within 48 hours of the end of the statement date. Paper statements sent via postal mail may experience delays, please allow up to 2 weeks from the ...
Select the bill to be paid, the amount, and a schedule if needed. The funds are deducted from your account and sent via check (electronic or paper) to Lacerte for processing. On average, payments will post in 5-7 business days but can take as long as 10-14 business days to process and be viewed on My Account.
Optimize your workflow with ProConnect—the only tax software that combines QuickBooks Online Accountant and Intuit Tax Advisor for maximum productivity and exceptional results.*. Explore ProConnect. Create prosperity for your clients by automatically generating custom tax-saving plans. Now included in your ProConnect 2024 tax year software.