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The Clean Switch Checklist

Switch Payroll Providers
Without Triggering a Tax Mistake

Structured Payroll Transitions for Business Owners & CPAs

Download the Free Checklist (PDF)

Before You Terminate Service

1

Reconcile Quarter-to-Date Payroll Totals

Confirm wages, taxes, and deductions match your general ledger.

2

Verify All Federal & State Tax Deposits Cleared

Ensure no pending ACH debits remain.

3

Confirm 941 & State Filings Are Complete

Request proof of filing and payment confirmations.

Ready for a Clean Payroll Transition?

Let Pink Payroll handle your transition from start to finish — including reconciliation, tax verification, and final filings.

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