Manage client accounts

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.

1. Sign in to your accountant profile.
2. Click the Clients section.
3. Click the 3 dots under the Action column and select Adjust S corp benefits.
4. 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. 

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:

1. Sign in to your accountant profile. 
2. Go to the Reports section on the left-hand side.
3. Click the Gusto templates tab.
4. 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:

1. Sign in to your accountant profile.
2. Go to the Reports section on the left-hand side.
3. Select Tax packages.
4. Click Create tax package.
5. Choose what information you want included.
6. 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.  

If you need to remove a company from the firm dashboard, reach out to the primary administrator at the company and ask that they remove you as a payroll administrator.