Accessing Tax Forms and Information

[CBBB]

The title of this thread has been edited by a Square Moderator from the original: How do I get access to w2 and 1099 information to verify accuracy before they are completed for 2024

How do I get access to w2 and 1099 information to verify accuracy before they are completed for 2024

[LaurenSQ · Accepted solution]

Hi @CBBB, prior to Square filing Forms W-2s and 1099-NECs, employers can log into their Square dashboard and navigating to Payroll > Tax Forms to view the draft forms. To verify and cross-reference the amounts on their W-2s and 1099s, you can also download custom reports by navigating to Payroll > History & Reports > Payroll Reports and entering the specific criteria they are seeking. 

Every year in preparation for year end tax filings, Square Payroll creates a year-end checklist which you can reference on you Square Dashboard > Payroll > Year-end checklist which provides the deadlines by which action must be taken to ensure accurate filings. The
deadline for making any changes to draft W-2s and 1099-NECs for the 2024 tax year has already passed. If there are any changes needed at this point, Square Payroll cannot guarantee that any updates will be reflected in their 2024 forms and may require amendments for an additional fee at this point. You can also contact Customer Support if you have questions about your specific forms. 

[Sammie_C]

Hello @CBBB, welcome to the Seller Community and we appreciate for your post. Thank you @LaurenSQ as well, for the great answer!

Ensuring the accuracy of your sales and tax information is crucial for your business. Following the steps provided by @LaurenSQ would be the best way to confirm that this information is correct.

Please don't hesitate to reach out if you end up having any other questions or concerns!