If you're Gusto Partner, you can manage different aspects of your client's accounts from your partner dashboard. If you're looking to manage your firm account settings, like adding or removing firm administrators or adding your firm logo, head to this article.
Note: Some actions can only be performed by the Firm admin, like adding or removing firm members.
If you’re the Firm Admin in Gusto, you can change the primary payroll administrator for clients right from your accountant profile.
If you’re not the Firm Admin, but are currently the primary payroll administrator for the company you're trying to change, you can still assign another admin the role.
If you do not see the option to change the primary admin, this means you are not the Firm Admin or the current primary admin. Reach out to either the Firm Admin or current primary admin to make this change.
If you need to subtract an overpayment of S corp benefits, reach out to our Care team from the Help section of your account to assist with overpayment adjustments.
For all other adjustments, follow the steps below:
As a Gusto Partner, you can download quarterly tax packages and end of year W-2 and 1099 forms for all your clients. If any of your clients have amended returns, you'll need to reach out to a company admin to retrieve them.
This package includes all quarterly filings (e.g., 941, withholding returns, unemployment returns, etc.) from the Documents section of your clients' account. Quarter 4 (Q4) tax packages will include annual Forms 940 and/or Forms 944.
To get all federal and state payroll tax documents for all your clients:
We’ll create a zip file for all your clients, separated by company, that contains:
All documents are in PDF format. To download:
Learn more about an employer’s options for distributing tax forms in this article.
If you need to remove a company from the firm dashboard, you'll need to reach out to the primary administrator at the company themselves and ask that they remove you as a payroll administrator.