Add Collective To Your Gusto Account

This article is for S Corp tier members who run payroll through Gusto. It walks you through adding Collective to your Gusto account, whether you're connecting for the first time or reconnecting after Collective was removed.

Why This Matters

Connecting Collective lets your payroll data flow into your Collective dashboard, so your bookkeeping and tax filings reflect what you've paid. It also moves your Gusto billing under your Collective membership, which helps prevent duplicate charges or a gap in service.

Before You Start

• You'll need to sign in as the Account owner, which Gusto also calls the Primary admin. Only the Account owner can add or remove admins and transfer ownership.
• If someone else is the Account owner and you can't reach them, you can ask Gusto to make you the Account owner. See Gusto's guide to requesting a Primary admin change.
• Complete all three parts below in order. After you transfer ownership in Part 3, you won't be able to add or remove admins yourself.

Part 1: Remove Other Accounting or Payroll Firms

Removing admins from other firms keeps Collective as the single team supporting your payroll, so changes don't come from two places at once.

1. Sign in to Gusto as the Account owner.
2. In the left menu, click your company name, then click Permissions under Settings. This page lists everyone who has access to your account.
3. On the Users tab, click the name of an admin from another accounting or payroll firm.
4. Next to each of their roles, click Remove and confirm. This removes their access completely.
5. Repeat steps 3 and 4 for each admin from another firm.

Part 2: Add Collective as an All Access Admin

1. In the left menu, click People.
2. Next to Add person, click the small arrow and choose Add collaborator.
3. For the collaborator type, select Accountant.
4. Enter Collective's details. Gusto sends an invitation to this email, so double-check it before you continue.
   1. First name: Collective
   2. Last name: Services
   3. Email: services.logins@collective.com
5. For the role, select All access admin. This gives Collective the access it needs to support your payroll and take over billing.
6. Click Save collaborator.

Part 3: Make Collective Services the Account Owner

Transferring ownership is the step that moves your Gusto billing to your Collective membership.

1. In the left menu, click your company name, then click Permissions under Settings.
2. On the Users tab, click your own name. It's tagged Account Owner.
3. Next to Individual access, click View details, then click Change Account Owner.
4. From the dropdown, select Collective Services.
5. Click Save.

What's Next

Once you click Save, Collective is connected to your Gusto account. To learn how payroll works from here, see Running Payroll at Collective.

Having trouble signing in to Gusto? See Gusto’s guide to sign-in issues, or call Gusto Support at (628) 246-1969.

If you have questions specific to your business, reach out to your Collective team. They're here to help.

Disclaimer: The information contained in this document is provided for informational purposes only and should not be construed as legal, financial, or tax advice.