About this template
Work type: Payroll
Location: United States
Client industry: Generic
Version: 1 (Latest)
This template includes
- 41 tasks
- 6 client tasks
New Payroll Client Set up-Using 3rd party (Gusto Partner)
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| Gather Client Information | ||
|---|---|---|
| Legal business name (exact IRS match) |
Account manager
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| EIN |
Account manager
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| Business address |
Account manager
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| Entity type (LLC, S-Corp, C-Corp, Sole Prop) |
Account manager
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| State(s) where employees work |
Account manager
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| Payroll frequency |
Account manager
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| First payroll date |
Account manager
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| Send Gusto Partner Invite | ||
|---|---|---|
| Send the client the partner link in gusto |
Account manager
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| Click “Add New Client” |
Account manager
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| Enter client legal name + email |
Account manager
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| Send partner invite link |
Account manager
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| Confirm client accepted invite |
Account manager
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| Confirm accountant access is active |
Account manager
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| Inside Gusto – Business Setup | ||
|---|---|---|
| Confirm legal name matches EIN |
Account manager
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| Enter EIN |
Account manager
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| Enter business address |
Account manager
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| Select entity type |
Account manager
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| Add bank account |
Account manager
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| Confirm payroll frequency |
Account manager
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| Confirm first payroll date |
Account manager
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| Tax Setup | ||
|---|---|---|
| Enter federal deposit schedule |
Account manager
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| Add state withholding account |
Account manager
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| Add state unemployment account |
Account manager
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| Enter SUI rate |
Account manager
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| Confirm e-file/e-pay authorization |
Account manager
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| Confirm tax agencies connected |
Account manager
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| Employee Setup | ||
|---|---|---|
| Add employees |
Account manager
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| Send employee self-onboarding invites |
Account manager
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| Confirm W-4 completed |
Account manager
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| Confirm state forms completed |
Account manager
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| Confirm compensation entered correctly |
Account manager
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| Confirm worker’s comp classification |
Account manager
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| Enter Prior Pay Period Infomation | ||
|---|---|---|
| Enter YTD wages |
Account manager
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| Enter YTD taxes paid |
Account manager
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| Enter YTD deductions |
Account manager
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| Verify 941 totals match |
Account manager
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| Verify state totals match |
Account manager
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| Enter PTO balances |
Account manager
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| Final Confirmation Check | ||
|---|---|---|
| Account shows “Ready to run payroll” |
Account manager
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| No setup warnings in Gusto |
Account manager
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| Client notified setup is complete |
Account manager
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| Client Tasks Client Tasks | ||
|---|---|---|
| Please upload all payroll 941's filed from this year | ||
| Please upload all prior payroll reports from this year | ||
| Please verify that your employees have gotten the email notifications from Gusto and completed their onboarding | ||
| Please upload your State Unemployement letter with your current Mod Rate | ||
| Please upload your current Workers Comp policy information with your current rate and codes | ||
| Please let us know which bank account will be your funding account for your payroll | ||