The Close Account selection will only work on an Active account status. If an active account is not already open in the application the Close Account module will display a search page to find the account. After opening, the account displays its information in the Account Banner across the top of the work area.
To close an account:
¨ Select the radio button representing the means used to communicate the taxpayers need to close the account.
¨ Open the Reason for Account Closure dropdown menu and select the option that is the closest to the reason given by the taxpayer.
A note may be added to the log, which provides a means of documenting the account closure request.
¨ Press the Add Note to Log button
¨ Type the information into the Notes field
¨ Press Add Notes button, the typed note will be added to the list
¨ Press Back to return to the account closure page
Press the Submit button to save the change to the account.