Downloading Your Reimbursement Statement for Gusto
Great news: We've made it really easy for you to reimburse your employees on Gusto!
When your automatic reimbursement statement is ready, we'll e-mail you to let you know to log in and download a copy of your statement. Now you can download your reimbursement statement as a CSV in the exact format you need to upload it directly into your Gusto payroll.
This CSV will provide both taxable and tax-free reimbursement amounts on a CSV you can upload directly to Gusto.
Uploading Reimbursement Info in Gusto
Once you’ve downloaded the CSV, log in to your Gusto member portal. On the navigation menu to the left, click Pay, then click Run Payroll:
Click Run payroll in the middle of your screen then click import payroll data on the right of your screen:
Click +Upload and choose the Reimbursement Statement CSV you downloaded from the Member Portal (or drag & drop it into the box), then click “Import payroll data.”
Note: You may have to add columns if you fall under the following situations:
SSN is required if there are multiple employees with the same name
Title is required if there are multiple pay rates
Verify that the reimbursement amounts are correct, then finish submitting your payroll normally.