Disclaimer: This guidance is not intended as professional advice and if you are not sure about these details, please consult with a tax professional.
Whether you're self-employed, a sole trader or running a limited company, we know it’s important to have quick and easy access to your reports from Square. In this post we’ll cover how you can view the fees you paid to Square, FAQs about recording payments and information about VAT.
Let’s get started:
Where can I view my fees from sales I processed with Square?
You can calculate your year-end sales report (including fee information) from the Sales Summary section of your online Square Dashboard. If you are working with a tax professional they may need this information to complete your tax forms.
You can edit the date range of your Sales Summary to view a report of your sales from last year: click on the date in the top left to make changes. To save the report, click Export in the upper right to download a CSV file to your computer.
For information about Advanced Reporting head to our Support Centre.
Can I change the date of a transaction?
No, at this time it’s not possible to change the date (or the amount) of a transaction you’ve already accepted with Square.
Can I record a transaction for a sale that I made last year?
No. If you record a payment today, the transaction will be recorded with today’s date.
How do I include my VAT Number on a receipt or invoice?
You can add your VAT number to your receipts and invoices from your online Square Dashboard. To do so, visit Account & Settings > Receipt. More information on how you can make your invoices VAT compliance can be found in our Support Centre. For information about registering for VAT visit the HM Revenue and Customs website.
