How to Cancel a Product in Patriot Software

How to Cancel a Product in Patriot Software

Background

With Patriot Software, you have the freedom to cancel your software at any time.  Patriot Software bills in arrears, so you will still receive a final monthly software invoice on the first day of the following month for the final period of service.  If you cancel a product in the middle of a month, you will only be charged for the days the product was active.

To Cancel a Product or Account in Patriot Software

  1. Go to Settings > Company Settings > Add or Cancel Software.
  2. Your selected products are shown with a green box and check mark.  To cancel an active product, click the green box.
  3. Select the reason for cancelling and answer any corresponding questions.
  4. Click “Save Changes.”

To Cancel Full-Service Payroll

If you are a Full-Service Payroll customer, we will need to get more details about exactly when you want to stop the tax filing service.  

  1. Click “Continue” to begin the Full-Service Payroll cancellation process.
  2. Select an end date, which specifies whether Patriot will complete all filings until the end of the actual cancel date, month, quarter, or year (depending on when you cancel).
  3. If you select either end of quarter or year, we will ask if this will be your final Form 941 filing.
  4. You will see a snapshot of your tax responsibility, and Patriot’s responsibility.
  5. If Patriot is refunding tax collections, we will show you the refund amount.  If Patriot will handling future taxes, we will charge $30 for each additional month.
  6. Click “Cancel Software” to finish the process.