Manage client accounts

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.

1. Sign in to your Partner dashboard.
2. Navigate to the Firm directory section of your account.
3. Click the Clients tab.
4. Click Edit next to the client you’d like to change the primary payroll admin for.
5. Click Change primary admin next to the current member with that assigned role.
   • The primary admin is the only admin that is able to add and remove other admins.
   • When setting a new admin, all other admins will be automatically notified via email about this change.
6. Select a new primary admin from the list of members with access to this client.
7. Click Save.

If you need to subtract an overpayment of S corp benefits, or enter benefits for the entire year, reach out to our Care team from the Help or Priority support section of your account to assist with the adjustments.

For all other adjustments, follow the steps below: 

1. Sign in to your accountant profile.
2. Go to the Clients section.
3. Click the client's name.
4. Click Adjust S-Corp benefits.
   • This will navigate you to the client’s Benefits Correction page. See the Request a benefit correction article for more information on how to update a 2% shareholders’ annual health insurance contributions.

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. 

Download quarterly packages

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:

1. Sign in to your accountant profile.
2. Go to the Reports section.
3. Click the Gusto templates tab.
4. Click the Quarterly tax package card.

Download Form W-2 and 1099 packages

We’ll create a zip file for all your clients, separated by company, that contains:

• Employer copies of Forms W-2
• Employer copy of Form W-3
• Employee copies of Forms W-2
• Employer copies of 1099 Forms
• Employer copy of 1096 Forms
• Contractor copies of 1099 Forms
• Cover sheets

All documents are in PDF format. To download:

1. Sign in to your accountant profile.
2. Go to the Reports section.
3. Select Tax Packages.
4. Click Create tax package.
5. Choose what information you want included.
6. Click Create tax package.

Learn more about an employer’s options for distributing tax forms in this article. 

If your client’s account is billed to you, then you may cancel their account yourself. Sign in to their account from your partner dashboard and follow these steps.

If your client’s account is billed directly to them, then they must cancel their own account.  

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.