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.
Note: Some actions can only be performed by the Firm admin, like adding or removing firm members.
Reach out to the primary administrator at the company and ask that they 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.
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.
This package includes all quarterly filings (ex. 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:
Go to the Reports section on the left-hand side.
Click the Gusto templates tab.
Click the Tax packages card.
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:
Sign in to your accountant profile.
Go to the Reports section on the left-hand side.
Select Tax packages.
Click Create tax package.
Choose what information you want included.
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.
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.