Overview and instructions about our integration with Gusto
Gusto's online platform makes it easy to onboard, pay, insure, and support your hardworking team. Gusto has made payroll easy. With just a few clicks, they calculate and file your payroll taxes.
TaxTaker integrates with Gusto to help streamline the claiming of the R&D Tax Credit by giving customers the option to directly import payroll and contractor expenses from their account and into their tax claim. With the R&D Tax Credit, you can now decrease or fully eliminate your payroll taxes.
Connect Gusto to TaxTaker and Import R&D Payroll and Contractor Expenses
Please ensure your Gusto account has administrator permissions before starting the import process. To connect a Gusto organization to TaxTaker:
- Sign in to TaxTaker
- Click on the dropdown menu on the top and click on Account Settings
- Click To Gusto and wait to be redirected
- Next, you will be asked to sign on to Gusto and authorize access
- After being redirected back to TaxTaker, you'll begin the import process
- If multiple companies were authorize, please select the name of the company claiming the R&D Tax Credit. If only one company was authorize, this question will be skipped.
- If the company has multiple addresses or locations inside Gusto, please select the one listed on the Corporate Tax Return. If only one exists, this question will be skipped.
- Next, select the R&D Tax Credit Claim Year for which the expenses are being imported to and click Import from Gusto
- The Company Information, Payroll, and Contractors will be automatically imported at this time.
- The data imported can be view inside their appropriate R&D Tax Claim section.
Disconnect Your Gusto Account
- Sign in to TaxTaker
- Click on the dropdown menu on the top and click on Account Settings
- Under Gusto Integration, click on Disconnect Gusto to remove the authorization.
Need help?
For additional information please email us directly at support@taxtaker.com.