If I don't need payroll anymore, how do I close my org?
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"If I don't need payroll anymore, how do I close my org?"
If you don't need 1st Money anymore, you can close your entire org.
To close your entire org:
- First, open your org on: MenuOrgs
- Then tap: MoreClose org
- Before continuing, you'll be advised that closing your org first requires the following steps.
- Terminating all employees. Running final pay. Stopping employment for all your pay batches. And sending your final EPS to HMRC.
- When you're ready, tap: Yes close
- If you've not stopped employment for any of your pay batches, you'll get a warning.
- If you get a warning, stop and do all the "stopping employment" steps before continuing, as shown in: EPS: Stop being an employer
- Once you've stopped employment for all your pay batches, open your org again on: MenuOrgs
- Then tap: MoreClose org
- And tap: Yes close
- You're now on the final screen in closing your org. Next, type: "CLOSE NOW"
- Once you've typed it correctly, the close button becomes active, and then tap: Yes close
- And now your org is closed.
- Now, when you tap the items in the side menu, you'll see that it's all crossed out.
- However, you can still see your closed org and create new orgs with your login.
- To create a new org, tap: MenuOrgsNew org
- And then tap: Create new org
- Alternatively, for your org you've closed, you can still look up info, and download PDFs.
- However, you can't make any changes, or add other people, until it's reopened.
- At any time that you want to start using your org again, to reopen it, tap: Reopen (at the bottom)
- And then tap: Yes reopen
- And finally, everything's open and you can use it all again.
Keep in mind that:
- Your org can stay dormant and unused for up to three years.
- 1st Money is required to store your payroll records for three years.
- You can read more about record storage on: GOV.UK
And that's it! That's everything you need to know about closing your entire org!
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