2027 Payroll Switch Kit

• Before you cancel: finish the final payroll and print the payroll reports you need.⁶
• Reports: Reports → Standard reports → Payroll section; Share → Export To Excel or Printer Friendly.⁷
• Tax forms: Taxes → Payroll Tax → Filings → Resources → Archived forms and filings; download each form.⁸
• After cancel (Workforce): payroll data stays reachable for one year. Export copies anyway.⁶
• Year-end fee: on Workforce Payroll, Premium and Elite (and Desktop Payroll Assisted), Intuit charges $150 if you ask it to prepare year-end filings or W-2s after you cancel. Letting QuickBooks finish 2026 can avoid that.⁶

Cancel QuickBooks Payroll guide → · Switch from QuickBooks →

• Reports: in RUN, Reports → Payroll → Payroll Summary, Payroll Details or Payroll Liability; filter the period, then Export to Excel.⁹
• I-9s and Document Vault: download Form I-9s, audit trails and Document Vault files first. Access to RUN's I-9 system ends on the termination date; Document Vault retrieval is time-limited after the agreement ends.¹⁰
• Notice: RUN's terms let either party end the agreement with at least 30 days' prior written notice. Send a Service Request in RUN with your last payroll date and end date.¹⁰¹¹

Cancel ADP RUN guide → · Switch from ADP →

• For Gusto's importer (beta): a Profile PDF per employee (People List → Profile → Download Profile) and the Employee Earnings Record (Analytics & Reports → View All Reports → Payroll Top Reports).¹²
• Before you leave: Paychex says to review your service terms and speak with a representative; it also notes a quarter end or year end can be more convenient.¹³
• Also grab: year-to-date payroll journals, filed 941s/940/state returns, tax payment history, W-2s/W-3s, W-4s and W-9s. Ask your rep in writing which returns and W-2s Paychex will still file.

Cancel Paychex guide → · Switch from Paychex →

• Payroll reports: Staff → Payroll → Run payroll → Payroll history → View all → Download reports. Grab Paycheck Details, Employee Totals, Company Totals and paystubs. Downloads work from a computer.¹⁴
• Tax forms: Staff → Payroll → Tax forms; preview and download federal/state filings, W-2s and 1099s.¹⁴
• Unsubscribe last: Settings → Account & Settings → Pricing and subscriptions → Unsubscribe from Payroll. Closing Square Payroll can't be reversed, so download first.¹⁵

Cancel Square Payroll guide → · Switch from Square →

• Before cancel: enter every payroll you want Patriot to handle, including future-dated ones you still need.¹⁶
• Cancel path: Settings → Manage Subscription → Add or Cancel Software; Full Service customers pick an end date (cancellation date, end of month, end of quarter or end of year).¹⁶
• Downloads: software access for running payroll ends when you submit, but you can still download reports and tax forms. Grab the Payroll Register, year-to-date totals and tax liability reports.¹⁶¹⁷¹⁸

Cancel Patriot Payroll guide → · Switch from Patriot →