Internal: Maintenance financing guidelines

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Web text: Finance Agreement Received Thank You: FATY

Product maintenance cannot be invoiced, however annual renewal fees for CS Professional Suite applications may be broken up into smaller recurring payments. Maintenance and/or new product total must be greater than $750 to qualify and a minimum 25% down payment is required. The order total includes a non-refundable finance fee and applicable sales tax. The payment terms determine the amount of the financing fee. the Flash notes must indicate what payment terms the firm is agreeing to. Any exceptions to finance terms require a Non-Standard Terms checklist to be completed. For details, see Non-Standard terms guidelines and procedures.

Standard Financing Options for all orders

Available financing terms will vary based on product and/or product family:

UltraTax CS

When available, financing terms can be set up by the user on our website. To do so, complete the following steps:

Note: Internal representatives cannot complete these steps on behalf of the customer via MKT; the customer must sign the finance terms. If the user cannot complete the renewal online, the Customer Service Representative will need to create financing terms using the Finance form and send it to the customer to setup financing terms for their renewal.

  1. Visit the Manage my products page on our website and log in to your Thomson Reuters ID.
  2. On the Review Order page mark the Check here to finance your renewal payment checkbox in the Financing section. The early renewal discount will automatically adjust to five percent after marking the checkbox.
  3. Select your preferred number of payment and desired initial payment. By default payments are made in equal amounts based on the number of payments selected.
  4. Enter your desired method of payment in the Payment Information section. Click the Process Renewal button to complete your renewal and charge the initial payment to your account. The dates shown in the Payment Schedule section reflect when we will process automatic charges to your account for remaining payments.

Former Agile Tax

Fixed Assets CS, FileCabinet CS, and ToolBox CS (for firms without UltraTax CS)

Accounting Family

Practice CS

GoFileRoom CS

How finance dates impact licensing

When the firm has a finance order in place, they will receive a short term or partially paid license. The expiration date will be the finance date plus 10 days. This is to ensure the client continues to make payments towards their software. They will have full use of all software in the financed order. They will need to download new licenses after each finance payment, and if they don't they will receive an expiration warning. If payments have been made, simply regenerate the licenses in EMS and have the firm download new licenses. If payments have not been made, process payment, or send the customer to Accounts Receivable to adjust their payments if necessary.