Billing settings
There are multiple billing options available to Gusto partners (accountants) and you can select a different billing option for each of your clients.
Types of billing - Bill to partner at a discounted rate
- You'll receive your client’s invoice, which will include a discount for payroll services.
- Bill to the client at a normal rate and send me a revenue share
- Your client will receive an invoice at our regular rate. You'll receive a monthly revenue share payment—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.
View or change your billing options for 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.
View or change a client’s billing option
- Head to your Partner dashboard.
- Go to the Billing section.
- Scroll to “Your firm’s active clients.”
- Under the “Bill to” column, click Change.
- Choose between the three billing options:
- Bill to partner at discounted rate.
- Bill to client at normal rate and send me a revenue share.
- Bill to client at discounted rate.
- Click Save.
If you bill directly to your client, follow the steps below to view their invoice history.
- Go to their account.
- Head to the Settings section on the left-menu.
- Click the Plan & Billing tab.
- View the Gusto Billing section to see your payment plan and next invoice.
- Click See All Invoices to view your payment history.
- Click View Invoice to check out the invoice for a particular month.
Form W-9 for Gusto Partners
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.
Note: Gusto (ZenPayroll) is a corporation, so 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.
Complete Form W-9 Only Firm Admins can add or edit the W-9.
- Click Finish W-9 Now on your partner dashboard.
-
Enter Payee Name, Address, and Firm Type.
- Firm type Individual: Enter your SSN.
- Firm type Business: Enter your Company Type and EIN or SSN.
- Let us know if your company has any tax exemptions.
- Click Save & Continue.
- E-sign with your signature.
- Check the box next to “I agree to electronically sign this form.”
- Click Sign.
Edit Form W-9 Only Firm Admins can add or edit the W-9.
- Click Firm Details.
- Click edit next to W-9 Info.
- Edit fields.
- Click Save & Continue.
- E-sign with your signature to verify the new information is accurate and up to date.
- Check the box next to “I agree to electronically sign this form.”
- Click Sign.