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Complete Form W-9 for your accounting firm

Gusto is required to have Form W-9 on file for accountant partners who have opted into quarterly revenue share payments for one or more of their clients.

Complete Form W-9

  1. Click Finish W-9 Now on your partner dashboard.
  2. Enter Payee Name, Address, and Firm Type.
  • Firm type Individual: Enter your SSN.
  • Firm type Business: Enter your Company Type and EIN or SSN.
  • Let us know if your company has any tax exemptions.
  • Click Save & Continue.
  • E-sign with your signature.
  • Check the box next to “I agree to electronically sign this form.”
  • Click Sign.

Edit Form W-9

  1. Click Firm Details.
  2. Click edit next to W-9 Info.
  3. Edit fields.
  4. Click Save & Continue.
  5. E-sign with your signature to verify the new information is accurate and up to date.
  6. Check the box next to “I agree to electronically sign this form.”
  7. Click Sign.