Auto renewal frequently asked questions

Alerts and notices
Web text: optin to opt-in to auto-renewal; optout to opt-out of auto-renewal

To continue uninterrupted access to the most current version of your products, we will automatically renew your software each year. The following information answers some frequently asked questions.

Opting into the auto-renewal process allows your firm to streamline the annual renewal of your CS Professional Suite products. The service is free, easy, and guarantees your firm savings because you are taking advantage of any available early renewal discounts.

Our auto-renewal process works like other automated renewal or subscription services you may be familiar with. Once enrolled, your firm will be set up to benefit from your annual renewal being automatically processed in around the product's expiration date every year. The process is simple:

  • You'll receive an email communication approximately 90 days before your expiration date that will include full detail of your firm’s renewal and a reminder of the credit card your firm has on file that will be automatically charged.
  • Approximately one month before the expiration date you'll receive a second reminder email that will confirm the date we will process the renewal. For UltraTax CS, this date will be on or around June 15th every year. For any other CS Professional Suite product, it will be within 2 weeks of the product's expiration date.
  • A confirmation email will be sent once your auto-renewal has been processed and your credit card charged.

The auto-renewal model offers many benefits:

  • Peace of mind — You won’t have to worry about overlooking renewal notices or missing the UltraTax CS early renewal deadline each June. With auto-renewal you’ll always have access to the latest updates and continued access to product updates and support.
  • Convenience — You’ll get several reminder emails communicating the details of your upcoming renewal and the exact date when the renewal will be processed. After it's been processed, you will also receive a confirmation email.
  • Savings — Firms that take advantage of the UltraTax CS auto-renewal are guaranteed the best renewal pricing, including any early renewal discounts.

Access Manage My Products and you will be prompted to begin the renewal process. The following steps are what you can expect from the one-time enrollment.

  1. You will be presented with an option to read the Updated Terms of Service and will need to mark the I Agree checkbox to click Continue. By marking I Agree, you are not opted-in to the auto-renewal at this point.
  2. You can then review and process the renewal using the steps in the Renewing your CS Professional Suite applications article.
  3. Once you've completed the renewal and before you are presented with the order confirmation, you will then have the option to opt-in to the auto-renewal. Simply review the information and click Continue, and you will then receive your order confirmation on the next page.
    • If you don't want to opt-in to the auto-renewal, simply click the Decline checkbox and click Continue to access your order confirmation.
  4. If you accept the auto-renewal and have administrative privileges, we will also ask you to designate a method of payment to use for the future renewals.

If you'd like to sign up for the auto-renewal but were unable to do so online, simply send us an email indicating you'd like to enroll in auto-renewal and include your firm ID.

If you need to make adjustments to your renewal, you will need to process the renewal with your changes before the auto-renewal process happens. If a product was renewed that you don't need, contact Customer Support.

If you need to set up financing for the order, be sure to do so before the auto-renewal is processed. The ability to finance the order will be on the confirmation page of your renewal. If you need help, see the steps for processing your renewal online.

Internal notes


As you receive feedback from customers on the auto-renewal process, leave feedback using this form.

To review the firm's auto-renewal status in EMS, see these steps.

  1. Open the firm in EMS
  2. Click Firm.
  3. Click Automatic Renewal at the bottom of the list.
  4. Click the product family under Renewal Campaign.
  5. The Automatic Renewal Management Detail will display who and when the automatic renewal was accepted or declined.

If the firm would like to opt out of the auto-renewal, they will need to send an email to CS.Service@TR.com containing the following information:

  • Declining contact's name
  • Firm ID
  • Specific product they are opting out of auto renewal for
  • Reason for opting out

This information will need to be added to the Flash notes. Instructions for updating the decline in EMS can be found here.

  1. Follow the steps for reviewing their auto renewal status above.
  2. Click the calendar icon in the Decline Date field to chose today's date.
  3. Select the declining contact in the Declining Firm Contact in the drop down menu.
  4. Enter the reason for the decline in the Notes section.
  5. Click Save to complete.
  6. Copy the written cancellation into notes.

If the firm is not renewing the product, ensure the auto-renewal is declined in addition to the product marked NLU in the renewal plans.