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Types of reports you can download

COVID-19 update: If you're looking for information about the Paycheck Protection Program report, click here.

Don't forget

Reporting is based on the check date rather than the pay period and most reports can be downloaded as a PDF or CSV.

Report Name Description Additional Information
Payroll Journal This report shows detailed payroll information for each pay period and employee—perfect for accountants.
  • Customizable. Filter by:
    • Date range
    • Year
    • Employee
    • State
    • Job
    • Earnings
    • Taxes
    • Multiple pay rates
    • Job codes
    • And more
  • Select and/or deselect any and all custom options.
  • Often used for workers' comp audits.
  • Earning totals for the time period found at the base of the report.
  • One-time reimbursement totals are a lump sum (rather than individualized or grouped by name).
    • Recurring reimbursements will be grouped by name.
  • This report may not be available if your company has greater than 500 employees and contractors (active or dismissed).
Benefits Report This report shows employee deduction amounts and company contribution amounts for each benefit.
  • Based on year-to-date totals.
  • Date range is always a standard calendar year.
Agency Payments 

This report shows all federal, state, and local tax deposits as well as any garnishment payments Gusto has made on behalf of your company.

  • Report will not show any in-flight payments, only those that have officially been processed.
    • Example: For Q1 (Jan 1 - March 31), taxes are due on April 30. Q1 taxes may not appear in this report until close to that final due date.
Bank Transactions This report shows all payroll-related bank transactions between Gusto and your company's bank account.
  • Report is ordered from oldest transaction date, since you've been with Gusto, to the most recent one.
  • Cannot be downloaded as a CSV.
  • Contains every debit and credit initiated by Gusto.
  • Click 'view details' on any debit transaction to get a more granular breakdown.
Year-to-Date Report This report shows total earnings, tax withholdings, and net pay for each employee.
  • Often used as a yearly overview.
  • Based on year-to-date totals.
  • Date range is always a standard calendar year.
  • This report may not be available if your company has greater than 500 employees and contractors (active or dismissed).
Contractor Payments This report shows the payment method, date of payment, hours worked, additional earnings, and personal notes on each contractor payment.
  • Customizable.
  • Contractor-version of the payroll journal report.
Employee Summary

This report shows information about your employees that include personal details, employment dates, compensation, federal withholding allowances, and state withholding allowances.

  • Certain sensitive information is excluded:
    • Bank account details
    • Social security number
    • If this information is needed, contact us
Contractor Information This report shows information about your contractors that include personal details and their wage type.
  • Certain sensitive information is excluded:
    • Bank account details
    • Social security number
    • If this information is needed, contact us
Time off Balances

This report shows your employees’ accruals, hours used, and balances for each policy.

  • Need more detail than this summary report? Reference the Time Off Tracker for employees.
Time off Requests

This report shows your employees’ department, statuses of time off requests, policy type, request creation date, time off requested, notes from the request, and total hours.

  • Sick time and PTO hours are lumped.
    • Pro tip: To customize the report per policy, try downloading it as a CSV and editing. 
  • Need more detail than this summary report? Reference the Time Off Tracker for employees.
Payrolls Prior to Gusto This report shows all payrolls you added to the account before joining Gusto. This includes earnings, deductions, employee taxes, and employer taxes for each employee.
  • This information factors into your annual totals to ensure accurate year end reporting.
  • Cannot be downloaded as a CSV.
  • You can also run a payroll journal report that includes the date range of the historical payrolls, this will give you a slightly different picture of the same information. 

Taxes Prior to Gusto

This report shows any tax liabilities you elected for Gusto to debit and pay during onboarding.

  • An amount of $0.00 means you selected for Gusto  to not pay that tax liability.
  • The 'Liabilities as of Payroll date' may appear incorrect on occasion. This results when tax liabilities are entered as lump sums.
    • Example: An unemployment liability entered for Q1 and Q2, will show the latest date (Q2) as the 'Liabilities as of Payroll date.'
    • Review the agency payments report for confirmation of taxes paid.

You may or may not see the reports below in your account:

Report Name Description Additional Information
Federal R&D tax credit View all of your federal R&D tax credit claims.
Custom fields See the custom information you have collected about your employees
  • Must be a Complete or Concierge customer using custom fields to see this report.

Follow these steps to run a report.

Payroll, benefits, HR and more.