Gusto + Enrolled Agents: Faster Bank Import
Enrolled Agents representing clients before the IRS need to review bank statements for tax return preparation, audit defense, and compliance verification. If you use Gusto for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Enrolled Agents Using Gusto
BankScan AI converts any bank statement PDF to CSV formatted for direct import into Gusto. Batch-convert client bank statements to Excel for fast income verification, deduction substantiation, and IRS examination responses.
The Enrolled Agents + Gusto Workflow
Enrolled Agents review client bank statements to verify income reported on tax returns, identify unreported income during IRS examinations, substantiate deductions claimed, and prepare documentation for audit defense. They compare bank deposits against 1099s and W-2s to identify discrepancies and help clients respond to IRS notices and correspondence audits.
Key terms you'll encounter: IRS examination, correspondence audit, bank deposit analysis, Circular 230.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 1-2 hours per IRS examination response on bank statement analysis, plus 20-30 minutes per tax return during filing season on income verification
AI formats for Gusto
Output as CSV with N/A — Gusto is payroll software. Use BankScan AI output to verify payroll debits, tax deposits, and benefits payments match Gusto records. — dates in MM/DD/YYYY (for reference).
Import and reconcile
Gusto doesn't import bank statements. Use BankScan AI to convert your statements to Excel, then filter for payroll-related transactions to reconcile against Gusto's payroll reports. Reconcile Gusto payroll runs against bank statements by matching BankScan AI's extracted debit amounts to Gusto's payroll summary reports — catches timing differences and failed ACH transfers.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Gusto Features for Enrolled Agents
- Gusto ready — Output formatted as CSV matching Gusto's expected column structure
- Smart integration — Reconcile Gusto payroll runs against bank statements by matching BankScan AI's extracted debit amounts to Gusto's payroll summary reports — catches timing differences and failed ACH transfers.
- Built for Enrolled Agents — Saves 1-2 hours per IRS examination response on bank statement analysis, plus 20-30 minutes per tax return during filing season on income verification
- Software compatible — Output works directly with Drake Tax, Lacerte, ProConnect Tax
Import Steps for Enrolled Agents Using Gusto
As an enrolled agent, here's how to get bank data into Gusto:
- Gusto doesn't import bank statements
- Use BankScan AI to convert your statements to Excel, then filter for payroll-related transactions to reconcile against Gusto's payroll reports
Common Import Issues
No direct import. Use BankScan AI data to identify and verify payroll tax deposits (941, FUTA, SUTA) appearing on your bank statement against Gusto's tax filing records.
Gusto Import — Built for Enrolled Agents
Leading US payroll platform for small businesses with 300,000+ customers. Known for easy setup and excellent employee onboarding experience.
Try Free — Gusto + Enrolled Agents