Tips on Completing the Termination Request Form
Whether you’re switching to another service or simply cancelling your account, we’ll need some information from you so we can handle any remaining tax filings. Here are a few tips to help close your account:
1. Are you cancelling services prior to the fourth quarter?
If you cancel before the fourth quarter and would like us to file your payroll taxes through the end of the year (includes W-2s and 1099s), please indicate this request on the Termination Request Form. Please refer to your pricing schedule for cost information.
Want us to just file for the current quarter? We can do that, too and you’ll find a selection for that on the Termination Request Form. This also means we won’t handle your annual filing of W-2s and 1099s.
You can also choose to have us stop all tax deposits and filings. If so, select the option to “Stop all tax deposits and tax filings immediately and return any tax monies that have not been paid.” There is no charge for this request and we will stop all filings, including year-end W-2s and 1099s.
2. Do you want to keep your SurePayroll account access for the next five years?
This may be helpful if you need access to your payroll reports. You can make this selection on the Termination Request Form. Please not that there’s a one-time hosting fee, which your customer care representative will cover with you.
If you no longer want access, consider downloading or printing all previously filed quarterly and annual reports. You’ll have up to 30 days to access your account after your final payroll report.
We're sorry to see you go and look forward to having the opportunity to service your payroll in the future.