Granting Accountant Access with Gusto
Please grant TristanCPA access to Gusto by following the instructions below.
Only the primary admin on this account can add TristanCPA.
Log in to your account as the Primary administrator.
Go to the Settings tab.
Click the Gusto admins or Permissions tab.
Click Add new admin.
Enter TristanCPA's information:
Employment Status: Not an employee
Who are they: Accountant
What will they help with: Take care of taxes and reporting
First name: TristanCPA
Last name: Accountant
Email: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
Click Add Admin.
In your Gusto admins tab, you should now see TristanCPA's user listed with the Admin role: Full access admin.
Next, click Connect existing account below that will take you to your Gusto account.
Click Authorize.
Select only the Gusto account associated with this entity and click Authorize. If you have additional entities, do not select them all, only authorize access in their specific TristanCPA account.
Click Add.