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JessT
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Hi TracyAFY,

 

Thanks for joining the thread. I'm happy to shed light on the account verification for payroll especially for your scenario.

 

If you're currently the Primary or Company Admin, you can transfer this role to your client or to the new bookkeeper. Here is a KB article on how to manage user roles. Then, remove their EIN under your subscription. Your client will be unhooked from your account after removing their EIN.

 

Here's an article for your additional reference: Understand why you need to update your account info for payroll.

 

Let me know if you have other questions about payroll. Take care and have a good day!

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