If you're a Gusto Partner, you can manage different aspects of your client's accounts from your Partner dashboard. You can also manage your firm account settings, like adding or removing firm administrators or adding your firm logo.
For billing information, head to this article.
To add and refer clients, head to this article.
To manage a client's tax exemptions, head to this article.
To override a client's income tax withholding, head to this article.
Control which of your firm's team members have access to a specific client's account. Firm permissions are ultimately set by the client's primary admin, so if someone needs access you can't grant here, they'll need to reach out to the client's primary admin directly.
Click Clients.
Click the three dots under the Actions column for the client, then select Assign firm members.
Check the box next to each firm member you want to give access to, or click Select and assign all firm members to assign everyone at once.
Groups let you organize your clients so you can filter and manage them together.
Click Clients.
Click the three dots under the Actions column for the client, then select Edit groups.
Search for and select one or more groups.
Click Update.
From the Clients section, you can click the three dots under the Actions column for a client and select Run payroll or Payroll history. Both options take you into the client's own account.
Run payroll opens the client's account so you can process their payroll directly. See Run client payrolls from Gusto Pro for the full steps.
Payroll history opens the client's Pay history page, where you can see past and in-progress payrolls, including payday, pay period, funding source, and status.
Only Firm admins can remove a client. Before you start, make sure someone from the company is assigned as the primary admin on the account.
To remove a client from your firm’s dashboard, follow these steps:
Go to the Clients section.
Click the three dots under the Action column of the client you want to remove, then select Remove client. You can also remove a single client from the Client details page or the Firm Members tab on the Client details page.
Note: If a firm member is the primary admin on a client’s account, you will be prompted to reassign the primary admin during the removal process. Removing a client set up as partner-billed will automatically switch billing to the client — the client will get an email notification, and their Gusto account stays active after removal.
If a firm member is not already the primary admin for the client, reach out to the company’s primary admin and ask them to help make the admin change.
Review the How to fix past benefit amounts article for more information on how to update a 2% shareholders’ annual health insurance contributions.
Note: When you adjust a client's S-Corp benefits, Gusto doesn't withhold income tax on the change. Income tax reconciles on the employee's personal tax return at the end of the year — this adjustment only changes how the wages are reported. If your client wants income tax withheld on the benefit, it needs to be processed as a benefit on a regular payroll instead.
Click the Clients section.
Select the client’s name to view the client details page.
Under More options, click Adjust S Corp benefits.
Follow the steps to complete the correction.
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.
Quarterly package: This package includes all quarterly filings (for example, Form 941, withholding returns, and unemployment returns) from the Documents section of your clients' account. Quarter 4 (Q4) tax packages will include annual Forms 940 and/or Forms 944.
W-2 and 1099 package: 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 create and download a tax package, follow these steps:
Go to the Reports section.
Find and open Tax packages in the reports library.
Click Create tax package.
Choose Quarterly or W-2 and 1099, select the Year (and Quarter, if you chose Quarterly), then click Create tax package.
We'll let you know once it's ready. Go back to Tax packages and click Download next to the package you created.
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.