Billing and W-9 for Gusto Partners

• Bill to the client at the standard rate and send me a revenue share
  • Your client will receive an invoice at our standard rate. You'll receive a monthly revenue share payment—the revenue share percentage depends on your partner level.
• Bill to the client at a discounted rate
  • Your client will receive an invoice that includes a discount for payroll services.
• Bill to partner/firm at a discounted rate
  • You'll receive your client’s invoice, which will include a discount for payroll services.

The billing option that appears for each client in Gusto on the 1st of every month will determine who is billed (partner vs. client) and how much they’re billed for. 

You can change your billing option(s) at any time. If you switch a billing option in the middle of the month, it won’t take effect until the 1st of the following month.

View or change a client’s billing option

1. Sign in to your accountant profile.
2. Go to the Billing section.
3. Click the Client billing tab and find the client you want to manage.
4. Click the "Actions" column and select Change billing.
5. Choose between the three billing options:
   • Bill to client at the standard rate and send my firm a revenue share
     Bill to client at a discounted rate
     Bill my firm at a discounted rate
6. Click Save.

If you bill directly to your client, follow the steps below to view their invoice history.

1. Sign in to your accountant profile.
2. Go to their account.
3. Click the Settings section.
4. Click the Plan & Billing tab.
5. View the Gusto Billing section to see your payment plan and next invoice.
6. Click See All Invoices to view your payment history.
7. Click View Invoice to check out the invoice for a particular month.

Only Firm Admins can add or edit the W-9. 

1. Sign in to your accountant profile.
2. Click Finish W-9 Now on your partner dashboard.
3. Enter Payee Name, Address, and Firm Type.
   • Firm type Individual: Enter your SSN.
   • Firm type Business: Enter your Company Type and EIN or SSN.
4. Let us know if your company has any tax exemptions.
5. Click Save & Continue.
6. E-sign with your signature.
7. Check the box next to “I agree to electronically sign this form.”
8. Click Sign.

Only Firm Admins can add or edit the W-9. 

1. Sign in to your accountant profile.
2. Click Firm Details.
3. Click edit next to W-9 Info.
4. Edit fields.
5. Click Save & Continue.
6. E-sign with your signature to verify the new information is accurate and up to date.
7. Check the box next to “I agree to electronically sign this form.”
8. Click Sign.