If you're an admin in your admin account (toggle accounts if you need to), you can update a company's details by following the instructions in the dropdown(s) below. Or, you can update an employee's or contractor's personal information if needed.
If you don't see what you're looking for below, try our article on adding and editing your federal or state tax details.
The tax returns Gusto files to IRS must include the company name and FEIN that's on record with the IRS to avoid rejected filings.
You can use your preferred name as your DBA/trade name in Gusto, but you're required to use the company name on file with the IRS as your legal/official name to prevent filing issues.
If you've changed your legal business name, or need to correct it, follow the below steps to have this reflected in your Gusto account:
DBA and spelling update requests
If you're adding or updating your DBA (doing business as) name, or need to correct a misspelling, contact us from the Help or Priority support section of your account requesting the DBA update.
If Gusto reaches out regarding an error with the name you're using in Gusto, it's likely because we're using your DBA (doing business as) name instead of the official name that is on record with the IRS. To resolve this issue:
Change in ownership/structure:
If you've changed your business type, or experienced a change in ownership or structure with your business, check with the IRS to see if this requires a change to your company's Federal Employer Identification Number (FEIN). You will also need to reach out to your state agency regarding this change to see if you need new state and local tax account numbers. A change in your business name alone does not typically require a new FEIN—see the dropdown above for more information.
In order to generate the required tax filings for your old FEIN and new FEIN, two separate customer accounts are needed for each filing. Follow the below steps to set this up.
Step 1: Create a new Gusto account.
Step 2: In your new Gusto account, input your new company info:
We can assist with migrating employee info over to your new account as long as your employees haven’t changed work locations.
Step 3: contact us from the Help section of your account about the FEIN change. Let us know which employees you DO NOT want migrated over, if any, so we can make sure your accounts are accurate. If we also manage your benefits, let us know in your email so we may put you in contact with our Benefits team so that your benefits are not terminated with your carrier.
Important: If you need W-2s generated for the account you're closing, you'll need to select that Gusto process your quarterly and yearly filings, we will file returns for the current quarter and year-end with payroll amounts. We will also file any remaining quarterly returns for the year with $0 amounts.
If you realize you added an incorrect FEIN in your customer account, go to the Help section in your customer account to request that we update your existing account with the correct FEIN.
For more information on the different entity types, check out our blog.
If you've changed your company type, complete the below before updating the information in Gusto:
If you did not receive a new FEIN, you change your company type using the following steps:
A company location can be any address where your employees work (or live, for employees working from home), your legal filing address, or your legal mailing address. If you've added a new company location, you should enter it into your Gusto account by following the instructions below.
Before paying your employees, make sure each of their individual employee profiles now reflects the appropriate work address (new or old).
Gusto will file tax returns for the newly added location after you pay an employee at that location. You typically don't need to resubmit prior filings if the filing address is the only information that was updated.
Do not delete old work addresses if employees ever worked there. Gusto will need historical work addresses for taxation purposes.
You can switch your filing and mailing address easily in Gusto—before you can switch, make sure you've added the new company address following the steps in the Add a company address dropdown, then follow the steps below.
Important: Switching the filing and mailing address will block payroll until your signatory has re-signed company forms—make sure they're ready to sign them before making the change.
At this time, you'll need to contact us from the Help section of your account to request a phone number update.
Customers on the Premium plan, or Plus plan with the priority support add-on, can contact us from the Priority support section.
The company signatory is responsible for electronically signing all government forms Gusto creates and is generally a member of the partnership/business.
Each time a signatory is added or updated, we’ll need to file a new Form 8655 with the IRS—your signatory must be authorized by the IRS to give Gusto the “Reporting Agent Authorization” we need to file and pay your taxes.
Authorized signers by entity type:
Important: If you're adding or changing your company’s signatory, make sure to also notify the IRS by completing Form 8822-b.
Step 1. Delete the current signatory
Step 2. Assign a new signatory
Once this signatory is deleted, add the new signatory.
Once the new signatory is added, they will be prompted to electronically sign a few forms by clicking the Company section and selecting Documents.
Enter a new tax account number by heading to the Taxes & compliance, selecting Tax setup, and scrolling to the applicable state tax section.
Due to the potential tax implications of having an incorrect account number on file previously, contact us from the Help or Priority support section of your account to assist with the update.
When contacting Gusto, provide any supporting documentation you may have that includes the correct/updated account number—this includes agency notices, screenshots from an online agency portal, or similar.
Admins with the required permissions can now change the transaction description that appears on employee’s bank statements.
Historically, the description next to an employee’s direct deposit would reflect GUSTO. Now, there are three description options to choose from.
Note: The description will default to GUSTO if no changes are made.
Change the direct deposit bank description