Onboarding / first-use guidance
As an employer, upon receiving your invitation email from your payroll provider, you will need to follow these steps to complete your Closure request:
Follow the link in the email. Click “Complete Account Closures” to start the process.
Start the closure process Select the state and agency you want to close.
Confirm your eligibility. Confirm the eligibility statements to continue the process.
Provide any state-specific details we ask for. Some agencies require extra information; if so, you'll see exactly what's needed before you submit.
Provide a final filing date or last date wages paid if required. This question may vary by state.
Tell us the reason. Choose why you're closing the account — for example, no longer operating in the state, no longer have employees there, or dissolving the entity. This helps us handle the closure correctly with the agency.
Provide agency credentials. We’ll need to access your account to successfully complete the submission request.
Review and submit. Once you submit, your request is in our queue and you'll see it tracked in your dashboard.
We take it from here. Our team manages the closure with the state agency and keeps your dashboard status updated. We'll reach out if we need anything from you, and confirm once the account is closed.
NOTE: Before submitting, confirm that any final filings or payments owed to the state are squared away — agencies won't close an account until they are. If you're unsure, contact your payroll provider for information.