View your quarterly tax forms and tax reconciliation debits

For a full list of the forms filed by Gusto, click here. To see your forms:

1. Click the Taxes & compliance section and select Tax documents.
2. Forms will be sorted by type in different tabs. Select from Federal, State/Local, Amended forms (this will only appear if Gusto has amended a form on your company's behalf), or Employee and Contractor forms.
3. Filter by the year or search the form for the form you want to view. 
   • If you are looking for a form that a previous payroll provider filed on your behalf, please reach out to that previous payroll provider

Some forms, coupons, or payment vouchers that are filed electronically may not appear in your Tax documents section. You can find those payment receipts by running an agency payments report. 

If you can't find a specific form that you believe Gusto filed on your behalf, contact us from the Help or Priority support section of your account.

As each payroll is processed, Gusto debits the appropriate payroll taxes that apply to your company. We then file and pay all of your quarterly and annual taxes. 

If adjustments are made to your account that affect the amount of taxes owed, you may be liable to pay more to the federal and state agencies. To calculate and apply these adjustments, a tax reconciliation payroll is run. This will often create a debit for the amount owed based on the new tax amounts, though sometimes it may result in a credit or refund if taxes were overpaid. This tax reconciliation debit makes sure the correct tax amounts have been paid to each agency.

Note: If your company has multiple bank accounts set up, we'll debit the 'default' bank account on file.

Tax reconciliation causes

Here are the types of circumstances that would lead to a tax reconciliation payroll. Tax reconciliations can be run by our Care team in response to one of these situations, though they also occur on a quarterly basis to correct any tax discrepancies ahead of tax filings.

• State unemployment rate change: This occurs when your State Unemployment Insurance (SUI) rate changes for the current quarter due to reasons specified by the state unemployment department. This debit typically happens at the end of the quarter.
• FUTA credit reduction states: This occurs if you are an employer in a credit reduction state, and a higher tax is due on federal Form 940. This debit typically happens at the end of the year.
• Non-Gusto payrolls: When you add or remove a non-Gusto payroll it may impact how previous payrolls should've been taxed—if any additional taxes are owed, we'll debit your account and send the tax amounts to the applicable agencies. 
• Work/home location changes: If your company or an employee has a change in work or home location, you may be liable to pay more to the federal and state agencies.
• Benefit adjustments: Changes to benefits can also change taxes owed.
• Exemptions: Adding or removing a tax exemption can result in an increase or decrease of taxes owed.

View your tax reconciliation debit(s)

1. Go to the Reports section.
2. Scroll to find the "Tax Reconciliation History" report and click View. 
3. Under the "Actions" column, click View details next to the tax reconciliation payroll you want to view.

To download the summary of a specific reconciliation, scroll to the bottom right corner of the reconciliation details page and click Download. 

Tax reconciliation email(s)

Tax reconciliation emails are sent when a reconciliation payroll is run and it results in a debit greater than $5.00. This can occur quarterly, or any other time a reconciliation payroll is needed to be processed.

The email will notify you of the factors that impacted the tax reconciliation, the adjustment period, the last four digits of the bank account that will be debited, the debit date, any applicable taxes, and the total debit amount. The debit typically occurs a few business days after you receive the email.

In certain cases, you may receive an email about a refund from Gusto as well. We’ll also let you know if there is any action required on your end, like reimbursing employees for overpaid taxes.