With the Gusto and Neo.tax integration, your team’s payroll and tax info syncs to Neo.tax to get you started on calculating and filing your tax credit.
Info that syncs from Gusto to Neo.tax:
Connect to Gusto from Neo.tax
With your Gusto account linked, Neo.tax now has all your employees’ payroll and tax data for the previous calendar year. Return to your Neo.tax dashboard and complete the “Verify Eligibility,” “Identify Qualified Work,” and “Add Expenses” steps to finish calculating your tax credit.
Update info from Gusto
The data only syncs once from Gusto. If you need to update any info from Gusto, first disconnect the integration by emailing [email protected] Then reconnect from the Link Accounts tile in your Neo.tax dashboard.
Still need help?
For questions or to remove authorization, contact Neo.tax directly at [email protected]