Cover sheet Form W-3 is a federal form that Gusto files with paper copies of the Form W-2 to the Social Security Administration (SSA). This form is not required for electronically filed W-2s.

W3 Tax Form

Since Gusto files most federal W-2s electronically, if there are changes or corrections to W-2s, you won’t see changes on the W-3. Administrators can locate this form in Gusto by following these steps:

• Click the Documents tab from your Admin profile.
• Click the Company tab.
• Select “Form W-2: 20XX” package.
• Scroll to page 2, or beneath the cover page, and Form W-3 will be available.

Important: If you download this as a zip file, the W-3 will be the very last file in the downloaded folder.
You can review, download, or print the entire package from this location.

Note: Some states and local agencies may require an Annual Reconciliation along with Form W-2 filings. Gusto will file Annual Reconciliation if required.

Tax Form 1096

Cover sheet Form 1096 is filed to the Internal Revenue Service (IRS) along with paper copies of forms 1099-MISC. This form is not required for electronically filed 1099s. Administrators can locate this form in Gusto by following these steps:

• Click the Documents tab from your Admin profile.
• Click the Company tab.
• Select “Form 1099: 20XX” package.
• Scroll to page 2, or beneath the cover page, and Form 1096 will be available.

You can review, download, or print the entire package from this location.

Note: Some states require a paper copy of the 1096 to go with the state copy of Forms 1099. Gusto will file a paper Form 1096 if required.