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 will set up their default method of billing when you first add a new client, and 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 need to verify your firm’s bank account before you can:
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:
Click your firm’s name in the bottom-left corner of your account.
Under Settings, click Billing and banking.
Click the Bank accounts tab.
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.
Your firm's bank account verifies the same way as any other Gusto bank account, either instantly through Plaid or manually with test transactions. Learn more in Verify a company bank account.
To edit or remove a firm bank account:
Click your firm’s name in the bottom-left corner of your account.
Under Settings, click Billing and banking.
Click the Bank accounts tab.
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 determines who is billed (partner vs. client) and how much they’re billed.
You can change your billing option(s) at any time. If you switch billing options mid-month, it won’t take effect until the 1st of the following month.
To view or change a client’s billing option:
Click your firm’s name in the bottom-left corner of your account. Then, under Settings, click Billing and banking.
Click the Client billing tab and find the client you want to manage.
You’ll see a list of your clients, who they're billed to, and their current plan.
To change a client's billing, click Change billing in the Actions column.
Choose a billing option:
Bill client at a discounted rate
Bill client at the normal rate and send my firm a revenue share
A third option, billing your firm at a discount, becomes available once you verify a firm bank account.
Click Save.
To set your firm's default billing option for new clients:
Click your firm’s name in the bottom-left corner of your account. Then, under Settings, click Billing and banking.
Click the Settings tab.
Choose a default billing option for new clients added to the firm:
Client billed with revenue sharing (default)—We'll bill your client at the standard rate, and you'll get money every month based on the cost of your client's plan.
Client billed with a discount—We'll bill your client at your discounted partner rate.
Firm billed with a discount—Requires a verified firm bank account.
To view invoices billed to your clients:
Go to the client’s account.
Click the Settings section.
Click the Plan and 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.
To view invoices of clients billed to your firm:
Click your firm’s name in the bottom-left corner of your account. Then, under Settings, click Billing and banking.
Click the Invoices tab.
Click “show details” below the billing period you want to review, and click “view invoice” to review each client’s invoice.
Revenue share comes only from clients you added and actively manage. Your revenue share percentage depends on your partner tier, and Gusto pays it out after the end of each calendar month.
To view your revenue share, follow these steps:
Click your firm’s name in the bottom-left corner of your account. Then, under Partner benefits, click Revenue share and savings.
View your revenue sharing payout, firm savings, and client savings for the past 6 months.
Note: This page shows only the past 6 months. It does not show a lifetime total.
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 W-9 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 for referral payouts over $600.
Only Firm admins can add or edit the W-9.
Click your firm’s name in the bottom-left corner of your account. Then, under Information, click Details.
In the Manage billing and banking section, click View page next to W-9 form.
Enter your Payee name, address, and select a Firm type.
If you select Individual, enter your Social Security number.
If you select Business, choose a Company type and enter your Employer Identification Number (EIN).
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 your firm’s name in the bottom-left corner of your account. Then, under Information, click Details.
In the Manage billing and banking section, click View page next to W-9 form.
Edit the fields you need to update.
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.