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Download tax form packages for all clients

If you’re a Gusto Partner, you can download quarterly tax packages and end of year W-2 and 1099 forms for all your clients. If any of your clients have amended returns, you'll need to reach out to a company admin to retrieve them. 

Download quarterly packages

This package includes all quarterly filings (e.g., 941, withholding returns, unemployment returns, etc) from the Documents section of your clients' account. Quarter 4 (Q4) tax packages will include annual Forms 940 and/or Forms 944.

To get all federal and state payroll tax documents for all your clients:

  1. Sign in to your accountant profile.
  2. Go to the Reports section.
  3. Click the Gusto templates tab.
  4. Click the Quarterly tax package card.

Download Form W-2 and 1099 packages

*Feature rollout starting Jan 21*

We’ll create a zip file for all your clients, separated by company, that contains:

  • Employer copies of Forms W-2
  • Employer copy of Form W-3
  • Employee copies of Forms W-2
  • Employer copies of 1099 Forms
  • Employer copy of 1096 Forms
  • Contractor copies of 1099 Forms
  • Cover sheets

All documents are in PDF format. To download:

  1. Sign in to your accountant profile.
  2. Go to the Reports section.
  3. Click the Gusto templates tab.
  4. Click the W-2 and 1099 tax forms card.

Learn more about an employer’s options for distributing tax forms in this article

Payroll, benefits, HR and more.