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Avalara Help Center

How do I change my credit card in TrustFile?

Overview

You want to know how to update your credit card information for monthly filing charges and subscription renewal payment.

Environment

TrustFile

Resolution

  • Go to Settings > PAYMENTS & REMITTANCE
  • In the subscription box, you can see the credit card on file
  • Click Change for the credit card you wish to update
  • Select Add a new card
    • Enter in credit card information
  • Make sure the new card you entered is selected as default

Credit Card.PNG

Note - If you have an Accountant account, you will need to update the credit card in each company you have setup.

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