Reporting is based on the check date rather than the pay period and most reports can be downloaded as a PDF or CSV.
You can view and download a variety of reports in Gusto from the Reports section of your admin account—check out some of the reports we offer below.
Certain information and reporting may live in different sections of your Gusto account:
|Report Name||Description||Additional Information|
|Payroll Journal||This report shows detailed payroll information for each pay period and employee—perfect for accountants.|| |
|Benefits Report||This report shows employee deduction amounts and company contribution amounts for each benefit.|| |
Employee benefit elections*
|This report shows a list of employees, their dependents, their benefits information, and salary.|| |
|Agency Payments|| |
This report shows all federal, state, and local tax deposits as well as any garnishment payments Gusto has made on behalf of your company.
|Bank Transactions|| |
This report shows all payroll-related bank transactions between Gusto and your company's bank account.
You can also try the General Ledger report (more info below)
|General Ledger (beta)|| |
View journal entries with debit and credit information.
|Year-to-Date Report||This report shows total earnings, tax withholdings, and net pay for each employee.|| |
|Paystubs||View your paystubs history|| |
|Employee Summary|| |
This report shows information about your employees that include personal details, employment dates, compensation, federal withholding allowances, and state withholding allowances.
|Contractor Payments||This report shows the payment method, date of payment, hours worked, additional earnings, and personal notes on each contractor payment.|| |
|Contractor Information||This report shows information about your contractors that include personal details and their pay type.|| |
This report shows a summary of reimbursed expenses, and can be grouped: by check date, employee or expense category.
|Time off Balances|| |
This report shows your employees’ accruals, hours used, and balances for each policy.
|Time off Requests|| |
This report shows your employees’ department, statuses of time off requests, policy type, request creation date, time off requested, notes from the request, and total hours.
|Time tracking hours|| |
View your employee’s hours by pay period or select a custom date range
|Payroll data export||This report allows you to download an Excel workbook with raw data for all of your payrolls (by year). This is the most comprehensive view of your payroll history.|| |
|Workforce Costing|| |
Workforce costing reports—also known as labor or job costing reports—are used to help you understand your labor costs.
You can run workforce costing reports by project (Plus and Premium customers only), job, or department.
Set up projects, jobs, and departments first. Then run a payroll journal report and group the data by job, projects, and/or departments to see the costs of each.
|PPP loan forgiveness (CARES act)|| |
Monitor payroll expenses to stay on track and apply for forgiveness.
|Payrolls Prior to Gusto||This report shows all payrolls you added to the account before joining Gusto. This includes earnings, deductions, employee taxes, and employer taxes for each employee.|| |
Taxes Prior to Gusto
This report shows any tax liabilities you elected for Gusto to debit and pay during onboarding.
|Report Name||Description||Additional Information|
|Payroll journal builder|| |
Build a custom payroll report using details about your employee’ past earnings, deductions, and taxes
|Employee report builder|| |
Build a custom report using details about your employee’s personal and compensation information
Employment status is not an official report we support, but you can use the Employee report builder (listed above) and add Employment status as a column option.
Employment status options will differ between customers with Gusto-managed benefits and customers with third-party benefits.
Please note: if you use custom fields to label employment status, you're responsible for ensuring those definitions are accurate for any other reporting purposes.
|Report Name||Description||Additional Information|
|Tax Deferrals|| |
Review taxes you've deferred. This report will only appear if:
|Tax Credits|| |
Review tax credits you've used. This report will only appear if:
|Federal R&D tax credit||View all of your federal R&D tax credit claims.|| |
|Custom fields||See the custom information you have collected about your employees|| |
|FICA tip credit||At the end of the year, you can run a report to show you FICA tip credits, which help fill out Form 8846. You can also reference this report throughout the year to estimate your credit.||The credit applies only to tips received by employees serving food and beverage. It is not applicable to other tipped employees.|
Follow the steps in the section below to run a report.
The types of reports that can be downloaded from Gusto can be found in the Types of reports you can download dropdown above.
To access your custom reports later, navigate back to the Reports section and scroll to Custom reports.
Run a report by department
At this time, Gusto Project Tracking is not compatible with pay schedules set up by "employee type".
To run the report after processing payroll(s):
To run a new report grouped by project, but with different information, start the process again.
This report is available to Plus and Premium customers only—you can change your Gusto plan at any time.
The time off balances report provides information on your employees’ time off accrual, usage, and ending balances for a specific date range.
Important: Some states, like California, require employers to give their employees updated reports of their unused time off. You can meet this requirement by following the steps below then providing the time off balances to your employee(s) when you pay them. You can also give your employees access to Gusto and then provide these instructions for how they can locate this information in Gusto themselves.
Because certain states require time off balances to be paid when an employee leaves a company, Gusto also calculates a PTO liability based on an employee’s PTO balance and their current primary rate of pay.
Gusto will automatically pay out unused PTO upon dismissal, if you do not wish to pay out unused PTO and you are located in a state where that is acceptable per state law, you must zero out the employee’s PTO balance and remove them from the PTO policy before dismissing them.
To view, download, and/or print the Time off Balances Report:
Go to the Reports section from the left-menu.
Search for "Time off balances" or scroll the report under the "All reports" header.
Select the Time off balances report.
The report will automatically include:
Check the box Paid Time Off Liability total to view the liability associated with PTO if it was to be paid out when the employee leaves the company
Select the time period for the report.
Annual, Quarterly, Monthly, or a Custom date range.
Important: If you select a time period before January 1, 2019, Gusto will default to a basic version of the Time off Report. For this reason, you cannot enter a custom date range that spans back to 2018.
Select the employees to include in the report.
All or specific employees
Select how you would like to Group the report.
By employee or department
Click Generate Report.
Check out this article for the other types of reports you can download.
Q: When will a request show up in the report?
A: Time Off Requests report - A request will populate as soon as it is submitted. Time Off Balances report - A request will populate once the payroll it’s tied to has been paid out (ie. on or after the check date). Manual adjustments will be displayed in the Time Off Balances report immediately.
Q: If the report is run with custom dates that overlap a policy rollover rule, how will accruals reflect?
A: Rollover accruals happen once payroll is run after the rollover day. If the report date range includes the day payroll is run, rollover balances will be displayed.
Q: How does the report treat employees who were unenrolled from a time off policy?
A: Since the liability is no longer paid if an employee is removed from a policy the unenrolled employee will only show up in the report if the date range is for a period where the employee was on the policy. This same logic applies to dismissed employees
Q: If I disable my policies, will I still be able to run historical reports?
A: Yes, as long as the policy was active during the date range you run it for historical data will populate.
Q: If an admin is given permissions for just PTO - will they be able to run the reports for time off that we're rolling out?
A: If an admin is given the permission “Manage Time Tracking and PTO” they will be given access to run both the time off balances & time off requests report. Note: They cannot populate outstanding liability (because this shows an employee’s pay rate information).
To locate this report, follow these steps:
Debits - money debited from the company bank account
Total Direct Deposits
Liabilities - money remaining in the company bank account that needs to be paid
Total Benefits (Employee And Company)
Total Employee Garnishments
Total Other Deductions (Employee And Company)
Total Check Payments
Total Direct Deposits Summary
Benefits Liability Summary
Other Deductions Liability Summary
Garnishment Liability Summary
Total Checks Summary
A workers’ comp audit can happen when a policy expires or is cancelled (both voluntarily or involuntarily). When the policy is audited, the carrier (e.g. Hartford, Travelers, etc.) will send a notice, either via email or mail, requesting specific documentation to confirm the actual payroll amounts run throughout the policy term.
Policy audits help determine:
Pay-as-you-go workers’ comp policies aim to reduce the likelihood of an audit by assessing the premium amounts based on actual payroll, but an audit of the policy is still possible.
If you've received a notification from your carrier asking you to complete an audit, Gusto can help you access related documents and reports in your account, but we cannot legally respond to the audit on your behalf or advise on how to complete the audit.
If you're a NEXT Insurance customer, you can reach out to [email protected] for additional guidance.
If you have a Health FSA, Dependent Care FSA, or Commuter benefit account through Gusto, you'll receive a monthly disbursement report that provides a list of approved claims and card transactions from the previous month.
This report will be emailed to your benefits administrator on the first of each month and will help you reconcile the MBI/Med-I-Bank debits on your company’s bank account. MBI debits on the company bank account will be the total approved claims and card transactions posted on the previous day. To reconcile the debit with the report, you will need to add each transaction and/or claim with a "Settlement Date" of the day prior to the debit.
If you want the report at a different frequency, need a one-off report, or would like a report with alternative information, please reach out to our team and we can assist.
If you're unable to customize a report to what you need, let us know how we can improve our reporting feature.