thread Re: Permissions for sales tax report in Archived Discussions (Read Only)

Permissions for sales tax report

PamelaLeeCPA — Thu, 27 Jan 2022 18:00:29 GMT

I need to be able to see sales tax reports for the past 6 months, so I can handle the sales tax reporting needs of my client. What permissions does my client need to give me?

Re: Permissions for sales tax report

Goldneye — Thu, 27 Jan 2022 18:19:10 GMT

HI, hopefully these Square Support pages will help.

List of permissions that can be assigned

https://squareup.com/help/us/en/article/5822-employee-permissions

Team Management

https://squareup.com/help/us/en/article/5591-get-started-with-employee-management

Re: Permissions for sales tax report

PamelaLeeCPA — Thu, 27 Jan 2022 18:24:32 GMT

Thanks for offering a suggestion! We have reviewed those pages. There is a followup question raised by the content at https://squareup.com/help/us/en/article/5381-in-app-summaries-and-reports.

This content says a team member only has access to the past 90 days of sales data. I need more than 90 days. What permissions do I need to be able to see that older data? Do I need "full" permissions?