thread Re: How do I set up an account for a non profit? in Archived Discussions (Read Only)

How do I set up an account for a non profit?

dmlembo — Mon, 09 May 2016 17:57:30 GMT

I was told that you cannot have Square for non profits. Is this correct? Can I set up an account for the organization?

Setting up an account for a non profit

SherriG — Wed, 06 Apr 2016 21:17:12 GMT

I am trying to find out how to set up a square account for our non profit. I don't want to use my ssn number. What should I do?

How do I set up an account for a non profit?

Sean — Sat, 07 Sep 2019 17:58:59 GMT

You can absolutely create an account for your non-profit!

The sign up process doesn't change between business types, however, you'll probably want to add your Employment Identification Number (EIN) during signup to help us identify you as a business (especially in regards to tax preparation).

It's also always a good idea to activate the account using the name and Social Security Number of an individual who is a stable figure in the organization, as to avoid having to create a new account each time a person leaves.

Hope this helps, and any other general questions you might have are very welcome - just post them here!

What does square offer for a non profit?

NLCAmerican — Thu, 14 Jul 2016 16:57:28 GMT

1. what features does square support for a non profits.

Re: What does square offer for a non profit?

EJ_ — Thu, 14 Jul 2016 22:09:53 GMT

@NLCAmerican Check out the page that Sean mentioned in his previous post. It should answer most of the questions that you might have.

Re: How do I set up an account for a non profit?

Wag — Fri, 12 Aug 2016 17:39:40 GMT

Is there a way to put a link on my website and in my newsletters for people to go directly to my account to make a donation without me having to physically process it?

Re: How do I set up an account for a non profit?

Sean — Mon, 15 Aug 2016 17:37:26 GMT

@Wag - Great question! If you're using our Online Store product, you can set up a donation page. Check out more details here. 👍

Re: Setting up an account for a non profit

AZGrammie — Wed, 24 Aug 2016 17:12:49 GMT

I have the same question. Unfortunately the answer provided by Square staff does not address your specific question, but is a generic answer about setting up a nonprofit account. I think Square should accept the EIN rather than require a personal social security number.

Re: How do I set up an account for a non profit?

dionh70 — Wed, 24 Aug 2016 21:34:22 GMT

In your answer, you stated that it would be necessary to create a new account if a person leaves, assuming I'm correctly understanding what was said. The way I interpret this is that Square cannot attach an account to an organization, only to a specific single individual. Is that correct?

If so, that is a great deal less than useful, because the organization itself is a legally distinct and accountable entity and thus should be able maintain the account, rather than a single individual. After all, non-profits hold bank accounts, so when personnel turnover occurs, one of the other financially-responsible individuals can alter bank account details. They don't have to create a new account.

There is no logical or legal reason why this shouldn't hold true for Square. Any clarification is welcome.

Thank you.

Re: How do I set up an account for a non profit?

BA1 — Wed, 28 Sep 2016 15:25:59 GMT

I want to customize the receipt for the donation so that it clearly states that it is a charitable donation to the non-profit so that the customer can file it with their tax return. Is there any way to customize the receipt?

Re: How do I set up an account for a non profit?

Spenser — Thu, 29 Sep 2016 21:38:41 GMT

You can do so from the Receipts page in your online Dashboard, @BA1. Sign in there and scroll down to the area for 'Custom Text.' Hope that helps!

Re: How do I set up an account for a non profit?

wryc — Sat, 22 Oct 2016 18:14:50 GMT

Can I convert a regular account to a non-profit account?

Re: How do I set up an account for a non profit?

Tom — Thu, 03 Nov 2016 23:01:01 GMT

Hey @wryc, thanks for reaching out and sorry for the delay!

If you still need to make any adjustments to your business type or MCC (Merchant Category Code), you'll need to get in touch with our Support Team. Be sure to include your login email and they'll help you get everything taken care of as soon as possible.

Hope this helps! 🙂

Re: How do I set up an account for a non profit?

MiaKaliThea — Fri, 04 Nov 2016 23:15:04 GMT

HOw can I verify that I am registered with ou as a non-profit? I recall doing the process but see no indication on my account.

Re: How do I set up an account for a non profit?

Tom — Fri, 04 Nov 2016 23:23:45 GMT

Hi @MiaKaliThea, great question! Our Support Team will have to have a closer look at this for you as well. To proceed, send them your login email directly and they'll get back to you with an update shortly.

Re: How do I set up an account for a non profit?

jjudy — Mon, 05 Dec 2016 22:03:09 GMT

I hav the same question. Can non profits set up with EIN only instead of a member's social security number. Membershiip changes, EIN does not. Several people have asked and I don't see a clear answer to this question. Thanks for your help.

Re: How do I set up an account for a non profit?

Chad — Wed, 07 Dec 2016 01:25:53 GMT

@jjudy I can provide some clarification on this subject.

We are required by bank regulations and federal law to ask for the Social Security Number, date of birth, and full name for each account holder.

Even if you plan on using our services for your organization, we need that information to ensure the account holder is a citizen or a permanent resident of the U.S. There isn’t a way to create a Square account without providing a valid SSN.

You can add your organizations EIN at sign up for tax purposes. If you have already activated your account you can add your EIN in the tax forms tab on the Square Dashboard.

For more information take a look at Square Tax Reporting and Form 1099-K.

I hope this clears up any questions you have! 😃

Re: How do I set up an account for a non profit?

vcphillips77 — Mon, 26 Dec 2016 15:14:35 GMT

Can I convert my regular account Northowne Arts Coalition to a non-profit. It now is a 501C 3?

Re: How do I set up an account for a non profit?

Sean — Tue, 27 Dec 2016 21:33:34 GMT

@vcphillips77 - While there aren't different types of accounts with Square, you can definitely add your new tax identification number to your account. Just add these details to the Tax Payer Information section on your Square Dashboard. Also, make sure you sign in using the main email address for the account - not the employee account you used to comment in the Seller Community with. Hope this helps!

Re: How do I set up an account for a non profit?

KYB — Thu, 16 Feb 2017 03:55:35 GMT

Is the processing fee less for a non profit organization?