Important Dates


Checklist

Verify Employee Info in December

  1. Verify Employee Name
  2. Verify Employee Address
  3. Verify Employee Social Security Number
  4. File Form W-2 (Gusto does this for you!) **NOTE: You will need to distribute W-2s by January 31 (Mail them yourself or have Gusto mail them)
Verify Employer Info In December

  1. Review and complete all notices and tasks via the Home page
  2. Review and complete all tax compliance requirements via the Taxes and Compliance-Overview page
  3. Verify FEIN, State, Local ID, and unemployment tax rates are correct via the Taxes and Compliance-Tax Setup page
Run Bonus Payrolls by December 27th
Admins with the required permissions can run a bonus payroll if you want to pay a bonus outside your regular payroll—there's no extra fee to do this. Click here.

Report a missing payroll processed outside of Gusto by December 27th
Admins must have the required permissions to be able to report a payroll processed outside of Gusto or manage incomplete non-Gusto payrolls. This is important to make sure accurate tax withholding and W-2 reporting for all your current and past employees this calendar year. Click here.

Record Fringe Benefits by January 3rd

To add missing fringe benefits (also known as imputed pay) and record them for the year, follow these steps: 

  1. First, set up the fringe benefit following the instructions here.
  2. Then, record these benefits by running an off-cycle payroll with the "Net Earnings" field set to $0. Make sure the check date is on or before the last day of the year (December 31) in order to have the amounts reflected in your filings and W-2s for the year.