Setting up your Practice CS auto renewal

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To continue to have access to the latest version release, application updates, and uninterrupted access to technical support via phone, email, or chat for Practice CS, we will automatically renew your licenses annually. As your firm's designated licensee or delegate, complete the following steps to set your licenses up for automatic renewal.

Note: Your firm's designated licensee is assigned a role of Licensee on the My Account > Manage Accounts page. A Thomson Reuters ID with administrative permissions is required to view this information.

  1. Visit tax.tr.com and click Log in on the top right corner. 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 the Automatic Renewals link in the My Products section to open the Automatic Renewals page. Show me.
  3. On the Automatic Renewals page, click Setup Automatic Renewal to open the Automatic Renewal Setup: Terms of Service page and review the Terms of Service. Show me.
    Automatic Renewal button
  4. To accept the Terms of Service mark the I Agree checkbox and click Continue to open the Automatic Renewal setup: Payment Options page.
  5. Setup your preferred payment method and add the purpose as Renewals and click Accept & Continue to complete the automatic renewal setup for Practice CS. Show me.
    Method of payment

    Note:

    To use a new account, or if no accounts are listed in the Your Credit Cards and Your Direct Debits section, click Add in the appropriate section. Enter your account information, mark the Renewals checkbox, and click save to complete your changes. Show me.

    Add method of payment

    To use an existing account, click Edit next to the appropriate method of payment, mark the Renewals checkbox, and click save to complete your changes. Show me.

    Edit method of payment

Once the automatic renewal setup is complete your Practice CS renewal fees are billed to method of payment designated for Renewals automatically between October 1st and 15th each year. To process payment for your renewal now, complete the online renewal process.

Need to make changes to your renewal?

Your Practice CS product licenses that will renew automatically are listed on the My Account > Manage my Products page.

To make changes to the Practice CS licenses you wish to renew, complete the online renewal process prior to October 1st.

Related topics

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

Practice CS: Current Version

My Products Downloads page

Internal notes


Firms are required to accept the Master Service Agreement (MSA) this year. There is no option to renew and not accept the MSA.

If the firm does not want to renew Practice CS, the Customer Service representative must update renewal plans, see Updating renewal plans in EMS. Properly updating renewal plans to NLU for all Practice CS modules will cancel the auto renewal.

Positioning tips for the MSA

While we acknowledge the MSA is a change, it's also a standard business practice for a company to periodically review and update their agreements. See the tips below for positioning the MSA.

  • The MSA provides a stronger framework for the amount of time we give for a renewal notice, and requests the client give us more time when they request to cancel a service.
    • The firm still has control over their renewal; they can renew before the expiration date, let the renewal happen automatically, or they can cancel the service before the expiration date.
    • If they'd like to change anything with the renewal (such as adding or removing products), they must manually renew online.
  • Further clarifies the amount of time available for billing disputes.
  • Provides the same agreement between all Thomson Reuters business units and all customers have consistency in how these terms operate.

Accessing MSA records in EMS

How to handle Practice CS firms that do not have a Practice CS licensee designated to an individual or are not able to renew online.

  1. Email the customer our New Master Service Agreement (MSA) and their renewal invoice. The MSA is available online.
    • The version of the MSA that the licensee needs to be signed by the licensee is found here.
    • The version of the MSA that the licensee needs to be signed by a firm delegate is found here.
  2. Explain the firm's designated licensee or Firm's Delegate will need to agree to the terms by signing the new terms. They must indicate who the Firm Delegate is, if it is a corporate licensed product; sign, date, and provide the firm ID to confirm the firm wants to sign up for auto renewal.
  3. Inform the customer to indicate the last four digits of the method of payment we have on file to use as the renewal card for future renewals.
  4. Designate a Renewals card in EMS.
  5. Have the customer fax or email the signed MSA and renewal in to Customer Service using the information on the renewal solicitation.
  6. Update the auto-renewal screen in EMS.
  7. Print the signed renewal documentation to Order Team via GoFileRoom.

How to verify auto-renewal status in EMS

  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.

How to update the auto-renewal screen when the firm is no longer going to use Practice CS

  1. Follow steps 1-4 above for how to verify the auto-renewal.
  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. Click Save to complete.

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