Tax Return Review for Payroll Managers with Gusto
The Problem
Senior reviewers spend hours tick-and-tying Multi-State Payroll returns against source documents and prior year — and small-dollar variances still slip through into partner review.
What We Build in Gusto
AI reconciles each line of the return against source docs in ADP Workforce Now and the prior year, explains variances over 5%, and produces a review workpaper the senior can sign off on — cutting review time in half. Purpose-built for teams running Gusto — uses the native API or agent integration so nothing leaves the system of record.
Gusto Integration Approach
Audit your Gusto configuration
We map the specific Gusto objects, custom fields, and workflows the automation needs to touch for your multi-state payroll practice.
Build on the Gusto API or agent
Integration happens inside Gusto — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Gusto with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Gusto instance
30-minute call. We'll look at your actual Gusto setup and show exactly how this workflow fits.