Employee and contractor documents stored in Gusto

Employees and contractors may have access to the following forms depending on how their account was set up and what (if any) documents an employer has uploaded to their account. Employers can upload docs to employee accounts and contractor accounts. 

Admins can access and download these documents on behalf of teammates in one of a few ways (based on form type):

• From the teammate's personal profile, see instructions in the applicable section below.
• In tax and form packages:
  • Head to Taxes & compliance > select Tax documents > toggle to the most applicable tab on the page or select a document.
• Stored with company documents:
  • Click Company > Documents > toggle to the most applicable tab on the page or select a document.

Employee documents

Employees can go to the Documents section of their employee account to access and download the below documents. Admins can view these documents by following the steps below:

1. Head to the People section and select Team members.
2. Filter by employee to find a teammate.
3. Click the Documents tab.
4. Under the “Actions” column, click the three-dot menu to Download a document.

Examples of documents stored in employee profiles:

• Employee Direct Deposit Authorization: This document authorizes Gusto to initiate debits and credits from a bank account in order to pay people.
• W-4 Employee Withholding Allowance: This document records the employee's tax withholding allowance.
• I-9 Employment Eligibility Verification: This document records a person's authorization to work in the USA.
• Report of New Employee: This document reports new hires to the state where someone is employed (for example in California this is form DE-34)
• W-2 Wage and Tax Statement: This document reports annual wages, taxes, deductions, and other salary information. 
  • The information on your W-2 is needed when preparing your federal income tax return—Forms W-2 are available in mid-January for the previous calendar year.
• All employee documents uploaded by an employer to a team member's account.

Contractor documents

Contractors can go to the Documents section of their contractor account to access the below documents. Admins can view these documents by following the steps below:

1. Head to the People section and select Team members.
2. Filter by contractor to find a teammate.
3. Click the Documents tab.
4. Under the “Actions” column, click the three-dot menu to Download a document.

Examples of documents stored in contractor profiles:

• 1099-NEC Non-employee Compensation: This document reports payments processed through Gusto for the year in Box 1 (non-employee compensation).
• W-9 Request for Taxpayer Identification Number and Certification
• All contractor documents uploaded by an employer to a team member's account.