Renewing your CS Professional Suite applications

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To maintain access to the latest version release, updates, and/or technical support via phone, email, or chat, renew your CS Professional Suite applications annually. We encourage you to do so in advance of your annual renewal date to avoid potential disruptions of service. To view your firm's license information, open the application and choose Help > About.

Most renewals can be completed on our website. To renew your CS Professional Suite application online, complete the following steps:

  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 Manage My Products link under the My Products section to open the Manage My Products page. The Manage My Product page lists all CS Professional Suite applications your firm is licensed for. Applications with an online renewal available appear highlighted in blue. Show me.
    Manage Products
  3. On the Manage My Products page, scroll down to the application you wish to renew. Click the Start Renewal button to open the Renewals page, and then click the Renew Online button to begin the online renewal process. Show me.
    Start Renewal button
  4. Review the Current Products list, unmark any you do not wish to renew, and click Continue.
  5. Review the Recommended Products list, for items you wish to add mark the appropriate checkbox, and click Continue.
    • The products listed in the Product Breakeven Recommendation list are listed because you might be meeting the point at which it's more beneficial to your bottom line to purchase an unlimited license. Review your Breakeven Report for more information on pricing.
  6. On the Checkout page, enter your payment information or financing detail in the appropriate section and click Process Renewal to complete your order. A confirmation email with the order details will be sent to the Licensee.

Note: If your renewal is not available online, Customer Service can assist you via chat support or via email.

Financing your renewal

If you elect to finance your renewal, you must set it up before you click the Process Renewal button. To do so, complete the following steps to finance your renewal.

  1. On the Review Order Page, mark the Check here to finance your renewal payment box in the Financing section and review your options.
  2. Click View Finance Agreement / Terms and review the Finance Terms and Payment/Late Charges terms of the finance agreements.
  3. Select the number of months you wish to finance the renewal from the Number of payments drop-down list. The Payment Schedule detail will update based on the number of payments you select in the drop-down list.

    Notes:

    • Your first payment will occur when you click the Process Renewal button.
    • The final finance date is the last date financing is offered.
    • Payments are automatically equal amounts between all payment dates, unless you elect to have a higher initial payment.
  4. Enter the amount you'd like to pay for the initial payment. This can only be higher than the current amount. If it's lower, the system will recalculate and increase the number of finance payments.
  5. Enter your payment information and click Process Renewal to process the initial payment and complete your order. A confirmation email with the order details will be sent to the Licensee.

Updating licenses for your CS Professional Suite applications

After we process your renewal, you need to verify you have the most current version of the application installed and update the license expiration date in your application.

To determine if your application requires a download, visit the My Account page on our website and log into your Thomson Reuters ID. The Notifications Summary section indicates the number of application downloads not yet completed by your firm. Show me.

Downloads

To update your application's license expiration date, retrieve an updated license via CS Connect. For assistance updating your application license, see the appropriate link below.

Note: Your UltraTax CS renewal does not require you to update the license expiration date. For information about when UltraTax CS requires a license update via CS Connect, see Downloading and installing licenses via CS Connect.

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License expiration and renewal dates for your CS Professional Suite applications

Internal notes


If the firm's licensee or billing contact does not have an email address on file, you may receive the following error when processing a renewal via MKT:

"Sorry, an error occurred while processing your request. Please use your browser's back button and try again. If you continue to experience difficulties, please call Customer Service at 800.0968.0600 for further assistance, or try again later."

Do not attempt to re-process this renewal, this is an internal only error message. To avoid this error message, encourage users to complete the above steps on our website to process their renewal. If this is not possible, before processing the renewal check EMS to ensure that the Licensee or Billing contact have an email address associated with their contact information. 

What if they say this is a breach of contract? You can use the following wording: “Thomson Reuters Tax & Accounting may upgrade or otherwise modify the products and services that it offers, including, for example, by initiating a change to its software, data and communications requirements, formats or protocols.  We endeavor to provide ample notice of such changes, to the extent practical.”

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