If you are winding down your business or have chosen another payroll option, the following will help with the steps to closing your Accountek Payment Evolution account.
Request to close your account in writing to Accountek by submitting a support request.
If your business is closing, you may need to terminate your employees and print ROE's. Follow these steps.
If required, create T4's. To create your T4s when it is not the calendar year end - here’s how:
Go to ACTIONS> YEAR END, on the “Review YTD” page please click “Generate Latest YTD Report” to make sure you have all up to date information. Then simply click on “Create/View T4 etc.” You can complete all steps the same as at year end, and generate the slips for filing with the CRA and/or Revenue Quebec.
STEP 4:Once you have completed all these items, or the ones that are necessary, you are ready to print your final reports.
NOTE: Once your account is closed the data is archived and cannot be accessed. To re-access the data an administration fee of $75 plus any secondary fees for ongoing account access.
We strongly recommend downloading the following reports from your profile:
- Cheques/Payslips - a history of all the payslips in your profile (Paid plans: downloadable as PDF by pay run. Green plan: view-able online only - copy/paste into your own archives as needed)
- Journal/Register - a history of each pay run (Paid plans: downloadable as PDF by pay run. Green plan: view-able online only - copy/paste into your own archives as needed)
- Employee T4/RL-1 - tax slips for your employees (Paid plans: downloadable as PDF by slip type and year. Green plan - view-able online only - copy/paste into your own archives as needed)
You may also want to download / archive other reports - these can be accessed in the REPORTS menu.