Use the dropdowns below to learn about the different billing options available to your clients, as well as how to add or edit the Form W-9, which is required for accountant partners who have opted into quarterly revenue share payments.
There are multiple billing options available to Gusto partners (accountants) and you can select a different billing option for each of your clients.
You can set up their default method of billing when you first add a new client, or you can view and change it at any time. You will need a firm bank account set up in order to bill a client to the firm, or receive revenue share.
You must verify your firm’s bank account before you can:
Pay Gusto invoices
Receive revenue share payments
You can:
Use one bank account for both invoices and revenue share
Or add separate bank accounts
To add a firm bank account in Gusto Pro:
Go to Billing.
Click Bank accounts.
Click Add bank account and enter bank account details.
Choose how you want to verify (Plaid or manual).
Click Continue.
Once verified, we will set this as your default bank account.
To add a separate account for revenue share, click Add separate revenue sharing account.
There are two ways to verify your bank account:
Option 1: Instant Verification (Plaid)
If eligible, you can verify your bank instantly using Plaid. You’ll sign in to your bank through a secure connection to complete setup right away.
Option 2: Manual Verification (Test Transactions)
If your bank is not eligible for Plaid, or you choose not to use it:
Enter your bank details manually.
We’ll send two small test transactions to your account. This usually takes 2–3 business days.
Once deposits are received, click Verify bank account in your Gusto Pro dashboard and enter each amount.
To edit or remove a firm bank account:
Click Billing.
Click Bank accounts.
Next to the account you want to edit, click the three dots and select:
Change bank account
Remove bank account
You can edit your bank account information at any time, but if a bank account is changed, it will need to be verified before use.
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
Go to the Billing section.
Click the Client billing tab and find the client you want to manage.
Click the "Actions" column and select Change billing.
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
Click Save.
If you bill directly to your client, follow the steps below to view their invoice history.
Go to their account.
Click the Settings section.
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.
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 do not need to send us a 1099. Because of this, we do not fill out a W-9 for customers. For our accounting partners, we'll send a 1099 from Zenpayroll and the same with referral payouts over $600.
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.
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.