There are multiple billing options available to Gusto partners (accountants)—you can select a different billing option for each of your clients.
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.
To view or change a client’s billing option:
Gusto is required to have Form W-9 on file for accountant partners who have opted into quarterly revenue share payments for one or more of their clients. Once we receive the W9 information, we'll pay out the referral/promotion in the next payment run.
Only Firm Admins can add or edit the W-9. If you're unable to do so, please reach out to a Firm Admin.
Note: Gusto (ZenPayroll) is a corporation and customers don't need to send us a 1099. Because of this, we don't fill out a W-9 for customers. For our accounting partners, we do send a 1099 from Zenpayroll and the same with referral payouts over $600.