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.


STEP 1:  

Request to close your account in writing to Accountek by submitting a support request.


STEP 2:  

If your business is closing, you may need to terminate your employees and print ROE's.  Follow these steps.

Create ROE's


STEP 3: 

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.