View, download, and customize reports in Gusto (for admins)

How report data works in Gusto:

• Payroll totals use check date: Wages, taxes, hours, and similar totals are based on the check date, not the pay period.

• Employment details use calendar dates: Items like birthdays and hire dates use the actual calendar date.

• Export formats: Most reports download as PDF, CSV, or Excel (.xlsx).

• After running them, you can email these reports: Payroll journal, year-to-date (YTD), and benefit deductions (see details for each report in the table).

How work addresses show in reports

How work addresses appear in Gusto reports:

• Reports do not show P.O. boxes as valid work locations.

• Reports show the full address if you have multiple work locations in one city.

• If you have one work location, reports show the city only.

Standard reports are pre-built reports that we created for everyday admin needs. Use them when you need quick payroll, tax, or employee data without building a custom report. 

Learn how to run a report in Gusto.

Report name

Description

More information

1099 tax forms

View your contractors’ 1099 forms.

N/A

Agency payments

This report shows all federal, state, and local tax deposits and any garnishment payments Gusto made for your company.

The report will not show any pending payments, only those that Gusto processed.

Example: For Q1 (January 1 – March 31), taxes are due on April 30. Q1 taxes may not appear in this report until close to that final due date.

Attendance

This report provides a detailed history of scheduled hours compared to actual hours worked and flags attendance issues.

Get more details about the report in our Time Scheduling article.

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).

The report shows transactions in order from oldest to newest, starting from when you joined Gusto.

• Cannot download as a CSV

• Contains every debit and credit Gusto made

• Select View details on any debit transaction to get a more detailed breakdown.

Benefits deductions

This standard canned report shows employee deduction amounts and company contribution amounts for each benefit.

What to know:

• Uses year-to-date totals

• Date range is always a standard calendar year.

• You can email this report if you have more than 50 employees.

Benefits legacy

A dedicated list-style report for benefits data.

N/A

Benefits template

A pre-built custom report template with all your data in one place.

Customize the benefits template as needed.

Cash requirements

View your cash requirements history.

N/A

Contractor information

This report provides information about your contractors, including their personal details and pay type.

Certain sensitive information is excluded:

• Bank account details

• Social Security number

• Reach out if you need this information.

  To contact us, sign in to your Gusto account and click the help icon in the top-right corner of the page.

Contractor payments

This report shows the payment method, payment date, hours worked, additional earnings, and personal notes on each contractor payment.

This is the contractor version of the payroll journal report.

• Report is customizable.

Custom report

Build a custom report using details about your employee’s payroll, HR, and benefits.

What to know:

• Use the Break down by field to organize your report by payroll, employee, or work address. You can pick one option or combine them in any order.

• Use the Time period field to pick when you want to see data from. Choose a single day, a date range, or specific payrolls. 

• Once built, you can save the custom report as a template and reuse it in the future by clicking Reports, then Custom reports.

Employee benefit elections*

This report shows a list of employees, their dependents, their benefits information, and their salaries.

*Use this tool if you work with benefits but don’t use Gusto as your broker. You can check coverage details with carriers or create quotes.

• Shows benefit information from the date you choose for the report.

• *Only available to admins with Manage all benefits and View payroll reports and tax filing permissions, or with full access.

Employee summary

All the details about your employees’ information (data), compensation, and taxes.

All the details about your employees' information, compensation, and taxes. Use this report as your full employee directory export. This report includes employee information and data like:

• First and last name

• Gusto employee ID

• Department

• Personal email

• Work email

• Home address

• SSN 

• Date of birth

• Start date

• Termination date

• Job title

• Compensation

• Payment info

• Employee type and status

• Manager

• Withholding

• And more

Expenses

This report shows a summary of reimbursed expenses, and you can group them by check date, employee, or expense category. 

What to know:

• The date range for the report is limited to 90 days. 

• Report file-types available: PDF or CSV

Federal tax documents

View your federal tax filings.

N/A

General ledger

View journal entries with debit and credit information.

What to know:

• Download by check date

• Split journal lines by certain segments:

  • No split

  • Job 

  • Department

• Can include accounting codes if you have accounting integrations

• Ledger includes:

  • Account type

  • Account description

  • Debits

  • Credits

  • The export includes “basic” and “detailed” info — toggle tabs.

• Not supported at this time:

  • Custom dates range ledgers or ledgers for multiple payrolls at once

  • Ledgers by pay period — currently, you can only run this report by check date

Gusto recruiting applicants

View information, status, and responses for your job posting applicants.

N/A

International contractor payments

View your payment history for international contractors.

N/A

Payroll data export

This report lets you download an Excel workbook with raw data for all of your payrolls (by year). This is the most complete view of your payroll history.

Toggle between tabs in the Excel workbook to view more data:

• Employee information

• Work locations

• Payroll information

• Earnings

• Taxes

• Deductions

Payroll journal

This report shows detailed payroll information for each pay period and employee — perfect for accountants. 

New layout, design, and customization

• Check out the new layout and added customization you can create in the payroll journal report template. 

• Get familiar with the new report design before the old one is gone.

Legacy report details

• View the legacy report in Gusto. Report is customizable. Filter by:

• • Date range

  • Year

  • Employee

  • State

  • Job

  • Earnings

  • Taxes

  • Multiple pay rates

  • Job codes

  • And more

• Select and/or deselect any and all custom options.

• Often used for workers’ comp audits

• Earnings totals for the time period appear at the base of the report.

• One-time reimbursement totals are a lump sum (instead of broken down by person or grouped by name).

• We group recurring reimbursements by name.

• You can email this report if your company has more than 100 employees.

• This report may not work if your company has more than 500 employees and contractors (active or dismissed).

Payroll template

Powered by the custom report

All the data in the standardized payroll journal report, plus all the customizations of the custom report. Try it out.

The old payroll journal report just got better — get familiar with the new layout, design, and customization of the custom template before the old report is gone. You can expect more:

• Customization: Add or remove fields, group data, and more.

• Flexibility: Choose the format, filters, time period, and layout of your report.

• Efficiency: Save your customized report for easy access later.

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.

This information goes into your annual totals to make sure we report accurately at year-end.

• Cannot download as a CSV

• You can also run a payroll journal report that includes the date range of the historical payrolls. This shows the same information in a different format. 

Payroll trend

Identify and monitor payroll trends over a specified time period —includes a chart for visualization.

You can save this report as a template or schedule it to run in the future.

• The report automatically includes:

  • Time period breakdown/trend

  • Gross earnings

  • Total employee deductions

  • Total employer contributions

  • Net pay

  • Total employer cost

  • Check amount

• Select Time period to modify:

  • How the report is broken down:

    • Month

    • Quarter

    • Year

    • Payroll

  • The time period

    • Options change based on how the report is broken down.

  • Click Change to change how you want to view data:

    • Payroll pay date (check date)

    • Payroll start date (start of pay period)

    • Payroll end date (end of pay period)

• Click vertical axis to pick which column (data) displays in the chart.

• Click the Chart to choose what type of chart to display:

  • Vertical bar

  • Line

  • None

• Click the caret next to column titles to:

  • Sort info by:

    • Highest

    • Lowest

  • Aggregate info by:

    • Sum Average

  • Edit the display of info:

    • Move columns left or right — the first column cannot be changed.

    • You can also drag and drop column titles to move them.

Paystubs

View your paystubs history.

N/A

PPP loan forgiveness (CARES Act)

Monitor payroll expenses to stay on track and apply for forgiveness.

Read the full article about the Paycheck Protection Program (PPP) report.

State tax documents

View your state tax filings.

N/A

Subject wages

View the wages you earn that the government taxes.

“Subject wages” are wages that the government taxes. “Gross wages” are the total wages you earn.

Tax and compliance forms

View all quarterly and annual forms that Gusto filed for your company.

N/A

Taxes prior to Gusto

This report shows any tax liabilities you elected for Gusto to debit and pay during onboarding.

What to know:

• An amount of $0.00 means you opted for Gusto not to pay that tax liability.

• Sometimes, the “Liabilities as of Payroll date” may appear incorrect. This happens when we enter tax liabilities as lump sums.

  • Example: An unemployment liability entered for Q1 and Q2 will show the latest date (Q2) as the “Liabilities as of Payroll date.”

  • Review the agency payments report for confirmation of taxes paid.

Tax reconciliation history

View all credits or debits made to your account to add changes to your tax rates or other adjustments.

N/A

Time off balances

This report shows your employees’ accruals, hours used, and balances for each policy.

Need more detail than this summary report? Go to the Time Off Tracker for employees.

Time off requests

This report shows your employees’ department, time off request statuses, policy type, request creation date, time off requested, notes from the request, and total hours.

What to know:

• We combine sick time and PTO hours.

  Pro tip: To customize the report per policy, download it as a CSV and edit it.

• Need more detail than this summary report? Go to the Time Off Tracker for employees.

• Must be a Plus or Premium customer using PTO requests.

Time-tracking hours

View your employees’ hours (including breaks if a policy is set up) by pay period or select a custom date range.

Must be a Plus or Premium customer using Gusto Time Tracking to see this report.

W-2 and W-3 tax forms

View your employees’ W-2 and W-3 forms.

N/A

Workforce costing

Workforce costing reports — also known as labor or job costing reports— help you understand your labor costs.

You can run workforce costing reports by project (Plus and Premium customers only), job, or department. Watch this video to learn more.

First, set up projects, jobs, and departments. Then, run a payroll journal report and group the data by jobs, projects, and/or departments to see the costs of each.

• Projects: Create projects in Time tracking of your account. Once your employees track their hours to projects, you can run reports to see the payroll expenses needed to complete each project.

• Jobs: Assign employees to jobs. 

• Departments: Organize your team by departments.

Year-to-date 

This report shows each employee’s total earnings, tax withholdings, and net pay.

What to know:

• Often used as a yearly overview

• Uses year-to-date totals

• Date range is always a standard calendar year.

• You can email this report if you have more than 100 employees at the company.

• This report may not work if your company has more than 500 employees and contractors (active or dismissed).

You may or may not see these reports:

Report name

Description

More information

Tax deferrals

Review taxes you deferred. This report will only appear if:

• You chose the Social Security Tax Deferrals from your COVID-19 section.

Deferred taxes will be owed in the future. Typically, 50% of the deferred amount is due at the end of 2021, and 50% is due at the end of 2022.

Tax credits

Review tax credits you used. This report will only appear if:

• You chose the Employee Retention Credit from your COVID-19 section OR;

• You entered eligible COVID paid leave during payroll runs.

N/A

R&D tax credits

View all of your federal Research and Development (R&D) tax credit claims.

What to know:

• Includes filing and credit savings summaries

• Must be claiming the federal R&D tax credit to see this report

Custom fields

See the custom information you collected about your employees.

Must be a Plus or Premium customer using custom fields to see this report

Employee tips

At the end of the year, you can run a report to show you Federal Insurance Contributions Act (FICA) tip credits, which help fill out Form 8846. You can also reference this report throughout the year to estimate your credit.

What to know: 

• The credit applies only to tips employees get while serving food and beverages. It does not apply to other tipped employees.

• Previously titled the FICA tip credits report.

You can only see reporting fields that match your admin permissions. This table shows which permissions you need for each field.

If a field does not appear, ask your primary admin to update your permissions.

Reporting field name

Required permissions

Full access admins have access to all reporting fields

Bonus

Need at least one of these permissions (roles):

• Run payroll

• View payroll reports and tax filings

Check amount

Need at least one of these permissions (roles):

• Run payroll

• View payroll reports and tax filings

Check date

Need at least one of these permissions (roles):

• Run payroll

• View payroll reports and tax filings

Commission

Need at least one of these permissions (roles):

• Run payroll

• View payroll reports and tax filings

Custom fields

• View and edit personal info

• Dismiss people

Date of birth

• View and edit personal info

• Dismiss people

Department

• Any admin

Dismissal reason

• View and edit personal info,

• Dismiss people

Double overtime earnings

Need at least one of these permissions (roles):

• Run payroll

• View payroll reports and tax filings

Double overtime hours

Need at least one of these permissions (roles):

• Run payroll

• View payroll reports and tax filings

Emergency contact email address

• View and edit personal info

• Dismiss people

Emergency contact name

• View and edit personal info

• Dismiss people

Emergency contact phone number

• View and edit personal info

• Dismiss people

Emergency contact relationship

• View and edit personal info

• Dismiss people

Employee additional Medicare tax

Need at least one of these permissions (roles):

• Run payroll

• View payroll reports and tax filings

Employee bank account

• Full access admin

Employee bank account (account_number)

• Full access admin

Employee bank account (account_type)

• Full access admin

Employee bank account (routing_number)

• Full access admin

Employee compensation

Need at least one of these combinations of permissions (roles):

• Run payroll + View and edit documents and compensation

• View payroll reports and tax filings + View and edit documents and compensation

Employee compensation time period

Need at least one of these combinations of permissions (roles):

• Run payroll + View and edit documents and compensation

• View payroll reports and tax filings + View and edit documents and compensation

Employee current email address

• Any admin

Employee current home address

• View and edit personal info

• Dismiss people

Employee current home address (state)

• View and edit personal info

• Dismiss people

Employee current home address (street)

• View and edit personal info

• Dismiss people

Employee current home address (zip)

• View and edit personal info

• Dismiss people

Employee current phone number

• View and edit personal info

• Dismiss people

Employee current work address

• Any admin

Employee current work address (city)

• Any admin

Employee current work address (state)

• Any admin

Employee current work address (street)

• Any admin

Employee current work address (zip)

• Any admin

Employee current work email address

• Any admin

Employee end date

• View and edit personal info

• Dismiss people

Employee federal income tax

Need at least one of these permissions (roles):

• Run payroll

• View payroll reports and tax filings

Employee Medicare tax

Need at least one of these permissions (roles):

• Run payroll

• View payroll reports and tax filings

Employee risk class code

Need at least one of these permissions (roles):

• View and edit personal info

• Dismiss people

Employee Social Security tax

Need at least one of these permissions (roles)::

• Run payroll

• View payroll reports and tax filings

Employee SSN

• Full access admin

Employee SSN (last 4)

• View and edit personal info

• Dismiss people

Employee start date

• View and edit personal info

• Dismiss people

Employee taxes

Need at least one of these permissions (roles):

• Run payroll

• View payroll reports and tax filings

Employer Federal Unemployment Tax Act (FUTA) tax

Need at least one of these permissions (roles):

• Run payroll

• View payroll reports and tax filings

Employer Medicare tax

Need at least one of these permissions (roles):

• Run payroll

• View payroll reports and tax filings

Employer Social Security tax

Need at least one of these permissions (roles):

• Run payroll

• View payroll reports and tax filings

Employer State Unemployment Tax Act (SUTA) tax

Need at least one of these permissions (roles):

• Run payroll

• View payroll reports and tax filings

Employer taxes

Need at least one of these permissions (roles):

• Run payroll

• View payroll reports and tax filings

Employment type

• View and edit personal info

• Dismiss people

First name

• Any admin

Full name

• Any admin

Gross earnings

Need at least one of these permissions (roles):

• Run payroll

• View payroll reports and tax filings

Gusto employee ID

• View and edit personal info

• Dismiss people

Holiday earnings

Need at least one of these permissions (roles):

• Run payroll

• View payroll reports and tax filings

Holiday hours

Need at least one of these permissions (roles):

• Run payroll

• View payroll reports and tax filings

Home address (city)

• View and edit personal info

• Dismiss people

Last name

• Any admin

Learning and development time off earnings

Need at least one of these permissions (roles):

• Run payroll

• View payroll reports and tax filings

Learning and development time off hours

Need at least one of these permissions (roles):

• Run payroll

• View payroll reports and tax filings

Manager

Need at least one of these permissions (roles):

• View and edit personal info

• Dismiss people

Net pay

Need at least one of these permissions (roles):

• Run payroll

• View payroll reports and tax filings

Overtime earnings

Need at least one of these permissions (roles):

• Run payroll

• View payroll reports and tax filings

Overtime hours

Need at least one of these permissions (roles):

• Run payroll

• View payroll reports and tax filings

Paid time off earnings

Need at least one of these permissions (roles):

• Run payroll

• View payroll reports and tax filings

Paid time off hours

Need at least one of these permissions (roles):

• Run payroll

• View payroll reports and tax filings

Pay period end

Need at least one of these permissions (roles):

• Run payroll

• View payroll reports and tax filings

Pay period start

Need at least one of these permissions (roles):

• Run payroll

• View payroll reports and tax filings

Paycheck tips

Need at least one of these permissions (roles):

• Run payroll

• View payroll reports and tax filings

Payment method

• View and edit personal info

• Dismiss people

Payroll type

Need at least one of these permissions (roles):

• Run payroll

• View payroll reports and tax filings

Primary job title

• Any admin

Regular earnings

Need at least one of these permissions (roles):

• Run payroll

• View payroll reports and tax filings

Regular hours

Need at least one of these permissions (roles):

• Run payroll

• View payroll reports and tax filings

Reimbursements

Need at least one of these permissions (roles):

• Run payroll

• View payroll reports and tax filings

Sick time off earnings

Need at least one of these permissions (roles):

• Run payroll

• View payroll reports and tax filings

Sick time off hours

Need at least one of these permissions (roles):

• Run payroll

• View payroll reports and tax filings

Status

• View and edit personal info

• Dismiss people

Total employee deductions

Need at least one of these permissions (roles):

• Run payroll

• View payroll reports and tax filings

Total employer contributions

Need at least one of these permissions (roles):

• Run payroll

• View payroll reports and tax filings

Total employer cost

Need at least one of these permissions (roles):

• Run payroll

• View payroll reports and tax filings

Total garnishments

Need at least one of these permissions (roles):

• Run payroll

• View payroll reports and tax filings

Total time off earnings

Need at least one of these permissions (roles):

• Run payroll

• View payroll reports and tax filings

Total time off hours

Need at least one of these permissions (roles):

• Run payroll

• View payroll reports and tax filings

Use these steps for standard reports you can run in Gusto.

1. Sign in to your Gusto admin account.

2. Go to Reports.

   • To get here in the mobile app: In the bottom-right corner, tap More. Select Reports.

3. Find your report by:

   • Recent/Recommended

   • Search

   • Categories

   • A – Z list

4. Open the report and add extra details (if offered). This includes employee info, earnings breakdowns, tax breakdowns, deductions, and more. 

5. Choose more options, like:

   • Date range (annually, quarterly, monthly, or a custom range)

   • Grouping (by employee, state, department, and more)

   • Format (CSV, PDF, and sometimes Excel)

6. Select Continue.

7. In the top-right, you can often choose date range, format (CSV/PDF/Excel), Group by, Filters, and Columns.

8. Select Download (if shown) to save as CSV, PDF, or Excel.

9. If available, choose Save as template or Schedule (to run automatically in the future).

If you’re an admin, custom reports let you build, save, and schedule the reports you need most.

Once created, you can change the report's name or delete it when you no longer need it.

You can schedule custom and payroll trend reports to run and email you regularly.

1. Sign in to your admin account.

2. Go to Reports.

   • To get here in the mobile app: In the bottom-right corner, tap More. Then select Reports.

3. Build a new report or find a saved report in your Report history tab.

   • From the Report history tab, select the Action menu (three dots) next to the report name and choose Back to custom report. 

4. In the top-right while viewing the report preview, select Schedule.

5. Name the report (if it does not have one).

6. Choose a delivery start date.

7. Choose the frequency: Daily, Weekly, Bi-weekly, Monthly, Quarterly, or Annually.

8. Choose the format: CSV, PDF, or Excel.

9. Select Schedule.

On delivery dates, you get an email. Follow the link to your Report history to download the most recent version.

Edit or delete a scheduled report

To edit or delete a scheduled report:

1. Sign in to your admin account.

2. Go to Reports.

   • To get here in the mobile app: In the bottom-right corner, tap More. Then select Reports.

3. Select Report history.

4. Find the saved report, select Actions (three dots), and choose Back to custom report.

5. Select Schedule to edit details or choose x Delete schedule to delete.

After you set up departments, you can group certain reports by department.

1. Go to Reports.

   • To get here in the mobile app: Tap More in the bottom-right corner. Then select Reports.

2. Choose the Payroll Journal, Benefits, Year To Date, or Contractors report.

3. Select any extra details (earnings, taxes, totals, etc.).

4. Choose Date Range (check-date-based).

5. Choose Team members (All, Hourly, Salaried, or Specific).

6. Choose Group by → Department (or Employees/Work Location).

7. Select Generate Report → Download as CSV or PDF.

Set up Time Tracking/Projects first. Have employees track time to projects, then process payroll for that date range.

• Note: Gusto Project Tracking is not compatible with pay schedules set by "employee type".

Run a workforce costing report (project, job, department)

1. Go to Time & Attendance → Time tracking.

   • To get here in the mobile app, go to the Time section.

2. Scroll to Project tracking and select Manage projects.

3. Select Generate report next to "New project".

4. Choose what to include and the report format.

5. Choose Generate report → Download CSV (top-right).

Some states require employers to give employees updated time-off balances. You can meet this requirement by giving employees access to Gusto (so they can see the information) or sharing the Time off balances report at pay time.

Some states require payout of unused balances when an employee leaves the company—check your state rules.

Run the Time off balances report

Admins with the right permissions can run this report and view your employees’ time off accrual, usage, and ending balances.

1. Go to Reports.

   • To get here in the mobile app: Tap More in the bottom-right corner. Then select Reports.

2. Search Time off balances (or find it under All reports).

3. The report automatically shows:

   • Employee name

   • Accrued time (after any carryover reductions)

   • Hours used

   • Ending balance

4. (Optional) Check the Paid Time Off Liability total to see the potential payout liability if the employee leaves the company.

   • Note: This is only available for policies that pay out balances at dismissal.

5. Choose a time period (Annual/quarterly/monthly or custom from 2019+).

6. Choose employees (All or specific).

7. Choose to Group by (Employee or Department).

8. Select Generate Report → Download.

Manual adjustments appear immediately in balances; requests appear after the related payroll pays out (on/after check date).

Other time off reports

• Paid Time Off Summary: Hours taken for the year.

• Time Off Requests: Status, type, dates, notes, and totals (Plus/Premium with PTO).

Time off report FAQs

Q: When will a request show in the report?

A: 

• Time Off Requests report: The request shows as soon as it is submitted.

• Time Off Balances report: The request shows after payroll tied to it has been paid (on or after the check date).

  • Manual adjustments: These show in the Time Off Balances report right away.

Q: How do rollover rules affect accruals?

A: Rollover accruals apply when payroll runs after the rollover day. If your report includes that payroll run date, the rollover balance will show.

Q: How are employees removed from a time off policy shown?

A: Employees only appear in reports for dates when they were covered by the policy. This also applies to dismissed employees.

Q: Can I run historical reports if I disable policies?

A: Yes. Reports still show historical data if the policy was active during the date range you select.

Q: Can an admin with PTO-only permissions run time off reports?

A: Yes. An admin with the "Manage Time Tracking and PTO" permission can run Time Off Balances and Time Off Requests reports. They cannot view liability totals, because that shows employee pay rate information.

Use the Time Tracking Hours report to view employee hours across multiple pay periods in one consolidated view — without navigating pay period by pay period through the Time Tracking tab.

Available to Plus and Premium customers using Gusto Time Tracking.

Run the Time Tracking Hours report

1. Go to Reports.

   • To get here in the mobile app: Tap More in the bottom-right corner. Then select Reports.

2. Find and select Time Tracking Hours.

3. Set your desired date range — this can span multiple pay periods.

4. Click Generate Report.

The cash requirements report shows admins detailed financial breakdowns for each payroll run. Use it to see how much we debited from your account and where it went.

To find the cash requirements report:

1. Sign in to your admin account or open the Gusto mobile app.

2. Go to Pay.

3. At the top of the page, select View pay history.

4. Select the check date.

5. Find and expand the Tax breakdown dropdown.

6. At the bottom of the tables, choose Cash Requirements Summary.

7. View summaries of:

   • Debits (direct deposits, reimbursements, taxes)

   • Liabilities (benefits, garnishments, other deductions)

   • Checks

8. Scroll for Debit Details and Liability Details for employee-level breakdowns.

What the cash requirements report shows

At the top of the report, you’ll see the timeframe and payroll type (regular, off-cycle, and more), and the:

• Total cash remitted by Gusto

• Total check payments

• Total liabilities

• Total payroll

Debits summary

The debits summary includes:

• Total direct deposits

• Total reimbursements (tax-free)

• Total garnishments

• Total taxes (employee and employer)

• Total debit

Liabilities summary

The liabilities summary includes:

• Total benefits (employee and company)

• Total employee garnishments

• Total other deductions (employee and company)

• Total tax liabilities

• Total company liabilities

Checks summary

The checks summary includes total check payments.

Debit details (by employee)

The debit details include:

• Total direct deposit summary

• Total reimbursements summary (if they exist)

• Total taxes summary

• Total unpaid taxes summary (if they exist)

Liability details (by benefit, by employee)

The benefits liability details are broken down by employee, and include both employee and company contributions amounts:

• Benefit liability summary for each benefit 

• Other deductions liability summary

• Garnishment liability summary

Check details

The check details include a total check summary by employee.

Worker's comp carriers may audit at policy end or cancellation to help determine if the company owes any additional money or needs to be refunded. The notice lists documents needed to verify payroll during the policy term. 

Pay-as-you-go policies reduce audit risk by charging based on actual payroll amounts.

Gusto can help you find documents in your account, but cannot answer the audit on your behalf or give legal advice.

If you're a NEXT Insurance customer, use your NEXT Portal or email [email protected].

Helpful items

• Find quarterly tax forms (for example, 941s).

• Run a Payroll Journal report for the time frame.

If your company offers pre-tax benefits through Gusto — like a Health Savings Account (HSA), Health Flexible Spending Account (FSA), Dependent Care FSA (DCFSA), or commuter benefits — you can run different reports to check balances or verify (reconcile) charges.

Reconcile pre-tax benefit debits

To verify a debit (charge) on your account, choose the right report:

• HSA Contributions: Use to verify HSA-related charges.

• Pre-tax Benefit Account Replenishment Invoice: Use to verify charges for FSA, DCFSA, or commuter benefits.

You can filter by debit date and check the invoice ID in the report.

• All transactions with the same ID add up to one invoice total. Each invoice ID is for one full charge (lump sum).

To match a debit, look for the Invoice Close Date — the day before the charge appears on your bank statement.

Check notional pre-tax account balances

For Health FSA, DCFSA, or commuter benefits, use the Pre-Tax Benefit Account Balances report.

This report includes:

• Employee’s current account balance

• Enrollment effective date

• Chosen (elected) amount

• Total contributions

• Any rollover amounts

It covers the full plan year for each employee.

View HSA payroll activity

To see all HSA deductions and contributions from payroll, use the Benefits Deductions report in your Gusto admin account.

This shows both employee and company HSA amounts.

Currently, there is no compensation change history report for all employees, but you can see changes per employee.

In your web browser 

To view compensation changes:

1. Sign in to your admin account.

2. Go to People.

3. Select the employee.

4. Under Information, select Pay.

5. In the Compensation section, select View compensation history.

In the Gusto mobile app 

To view compensation changes:

1. Open the Gusto mobile app and sign in.

2. Go to People.

3. Tap the name of the employee.

4. Tap the  menu icon.

5. Select Pay.

6. Scroll down to the Compensation section and tap View compensation history.