Use this article to learn how to manage the different aspects of your client's Gusto account, like adjusting a client's S Corp benefits at the end of the year as well as how to download tax form packages for all clients.
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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.
Download tax form packages for all clients 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.
Download quarterly packages
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:
- Sign in to your accountant profile.
- Go to the Reports section on the left-hand side.
- Click the Gusto templates tab.
- Click the Tax packages card.
Download Form W-2 and 1099 packages
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.
