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Client Resource Center

About Our Firm

9
  • We’re a Virtual Firm – Serving You Anywhere
  • Virtual Hours of Operation & Staff Availability
  • Federal Bank Holidays & Office Closures
  • Services Catalog
    • AC | Accounting Services
    • BK | Bookkeeping Services
    • PR | Payroll Services
    • TX | Tax Services
    • YE | Year End Services
    • 3P | 3rd Party Services

Becoming a Client

3
  • OVERVIEW: Onboarding Timeline
  • Attending a Free Consultation
  • Submitting a Request for Proposal

General FAQ

7
  • Renewing your City of Durango Business License
  • How to Close a Business in Colorado
  • What are Client Tasks?
  • Providing View-Only Access: Overview
  • FinCEN Requires Beneficial Ownership Information Reporting
  • Change of Business Name &/or Address
  • What is a Form W-9 and when should I request one?

Accounting FAQ

6
  • Quickbooks
    • How to Create a Quickbooks Backup File (.QBB)
    • How to Invite Your Accountant to Quickbooks Online
  • Bill.com
    • Paper Check Payments
    • Combining Payments
    • Check Expirations
    • View or print a copy of a cashed check and remittance

Sales Tax FAQ

1
  • Sales Tax for Contractors and Retailer-Contractors

Payroll FAQ

14
  • Key Dates & Timelines for Payroll Processing
  • Bank Holidays and ACH Processing for Direct Deposits
  • How to Submit Payroll
  • Approving your Payroll Pre-Process
  • Employee vs. Contractor
  • Finding your bank account and routing number for direct deposit
  • Gusto for Employees
    • Gusto time tracking for employees
    • Set up direct deposit or change your bank account information
    • Add multiple bank accounts and split direct deposits
    • Update my tax withholdings (federal or state W-4)
  • Gusto for Managers
    • How to add an Accountant to your Gusto account
    • give Gusto access to your CO MyUI Employer+
    • Add Employees in Gusto
    • Employee Timesheet Settings in Gusto

Year End FAQ

3
  • Year-End 1099 Services
  • Year-End 1099 Processing Deadlines & Fees
  • Recording 2% Shareholder Health Benefits
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How to add an Accountant to your Gusto account

The primary admin on the account is the only person who can add, remove, or edit the permissions of the other admins.  In order to add Salt & Main as the accountant on your Gusto account, follow these steps:

  • Sign into Gusto as the Primary administrator.
  • Head to the Settings section.
  • Click the Permissions tab.
  • Click Add or edit admins in the “Gusto Admins” card.
  • Click Add new admin.
  • Select the following options on the next screen:
    • Set our employment status as not an employee
    • Select Accountant from the drop down menu under “Who are they?”
    • Select the best option under the “What will they help you with?”
    • Enter the First and Last name of your account manager
    • Enter our email of Admin@SaltAndMainAccounting.com
    • Select Full Access under “Which roles will the admin need…?”
  • Click Add Admin at the bottom.

And that’s it!  We will receive an email to finish setting things up on our end.

Reference: Gusto Help Center – Manage administrator permissions

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Updated on August 30, 2024
give Gusto access to your CO MyUI Employer+
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