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Provide documentation for an FSA transaction

If your FSA is managed by Gusto and we need more info to process a transaction, we will email you a request to provide documentation with that info. 

How to provide documentation for an FSA transaction

  1. Sign into your Gusto Benefits Card Manager account.
  2. Navigate to the Benefits Accounts dropdown menu at the top of the dashboard.
  3. Select Transactions.
  4. Locate the pending transaction under Pending/Processing, and select +Add Receipt.
  5. Upload the receipt or drag and drop it directly in the window.
  6. Once the receipt is attached, select Submit.

For a Health FSA please include the following info in your documentation:

  1. Patient name.
  2. Provider name.
  3. Date of service.
  4. Description of services received.
  5. Cost of service.

For a Dependent Care FSA please include the following info in your documentation:

  1. Dependent name.
  2. Provider name.
  3. Provider address.
  4. Provider SSN or tax ID. 
  5. Date of service.
  6. Description of services received. 
  7. Cost of service.

Note: If you are unable to provide documentation online you can provide it via fax. Please print the email that we sent to you requesting the missing documentation. Fax this email, along with your documentation, to (844) 791-8320.