Method of payment - add or update your credit card or bank account information

Alerts and notices

Some products or services - such as monthly Web Services fees or electronic filing - require you to keep a method of payment on file with Thomson Reuters. Services are billed automatically when you incur charges. You can also add an automatic payment account for services without this requirement, such as for technical support invoices.

Modifying your firm's payment methods requires a Thomson Reuters ID with administrative privileges. For details, see Creating and managing login information for the CS website. As a CS Web administrator, to update payment information, complete the following steps:

  1. To access My Account, click Log in on the top right of tax.tr.com. In the Access your web accounts section, click Sign in under "CS Professional Suite, Onvio" and then log in using your Thomson Reuters ID.
  2. Click Manage Payment Options under the My Orders and Payments section to open the Manage Payment Options page. Show me.
  3. On the Manage Payment Options screen, to modify your preferred method of payment click Add or Edit, enter the required information, and click save to complete your changes.

Notes:

  • If you are changing payment information for a product or service, such as your PRP charges, first add the new account information, then click edit to remove the old account.
  • To add a new account, click Add in the appropriate section and enter your account information. Mark the appropriate use for the new account, and click save to complete your changes. Show me.
    Add account screen
  • To update an existing account, click Edit next to the appropriate method of payment, update your information, and click save to complete your changes. Show me.
    Edit account screen
  • To add funds to your pre-paid PRP account, contact Customer Support to arrange a one-time payment. You will need to specify the amount to add, and only the last four digits of the method of payment. Note that we cannot accept full payment method details via email.

Internal notes


To view or manage the method of payment in EMS, use the following steps.

  1. Open the firm in EMS.
  2. Click Credit Card Exp in the Firm Information screen.
  3. The methods of payment on file are listed and include the services associated in the Services column.
  4. From this view, there are several options for managing the account. Review the following steps for each process.
      • To add a new method of payment, click Add, select Credit Card or Direct Debit, and enter the account numbers. If the card is being used for recurring services, select the services in the Payment Services Selection by clicking each and clicking the right arrow to move them to the Selected column. While not required, it is helpful to add the Cardholder Information. When complete click Save.
      • To update an existing method of payment, click the Account number and click Edit and make necessary changes.
      • To remove an existing method of payment, first edit the services out of the method of payment, and then click the account number and click Remove.
      • To change the method of payment for a financed order, click Edit Payment - Order Asso. Select the account in Payment Method and change to an existing account, then click Save.
      • To review the history associated with a method of payment, select the account number and click the History button.
      • To view the history of a method of payment that's been removed, click View End-dated Accounts and review the actions associated with the method of payment.

    Canadian Firms - Use AA for the State and 00000 for the Zip Code to add Canadian credit cards to EMS.