Where Can I Find a W-9 Tax Form?

Where to I get the document to report my total square income for my 2020 tax returns

 

The title of this thread has been edited from the original: Where to I get the W-9 document to report my total Square income for my 2020 tax returns?

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@STLPRS 

 

On your square dashboard under account & settings ---> Business ---> Tax Forms it will list your 1099-K forms I think after the end of the year (January 2021) for 2020.

 

The form will report Payment Card and Third Party Network Transactions.  If you need a form for yourself for your personal business you would need to check with your accountant/tax advisor/attorney and probably file a w-9 form for yourself to do your personal taxes (I don't give legal/tax advice :-)).  Square only reports what was processed in credit card transactions.  Everything else you would need to run a report and then file the proper forms etc.

 

Hope this helps, whoever does your taxes can give you more guidance but that is where the reporting forms are in your account.

Donnie
Multi-Unit Manager
Order Up Cafe/Tombras Cafe/Riverview Cafe/City County Cafe
Roddy Vending Company, Inc.
www.OrderUpCafe.com

Using Square since July, 2017
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I'm going to keep an eye on this post because I need to know the answer as well.  Thanks for bringing it up!

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Square Champion

Solution

@STLPRS 

 

On your square dashboard under account & settings ---> Business ---> Tax Forms it will list your 1099-K forms I think after the end of the year (January 2021) for 2020.

 

The form will report Payment Card and Third Party Network Transactions.  If you need a form for yourself for your personal business you would need to check with your accountant/tax advisor/attorney and probably file a w-9 form for yourself to do your personal taxes (I don't give legal/tax advice :-)).  Square only reports what was processed in credit card transactions.  Everything else you would need to run a report and then file the proper forms etc.

 

Hope this helps, whoever does your taxes can give you more guidance but that is where the reporting forms are in your account.

Donnie
Multi-Unit Manager
Order Up Cafe/Tombras Cafe/Riverview Cafe/City County Cafe
Roddy Vending Company, Inc.
www.OrderUpCafe.com

Using Square since July, 2017
Square Champion
Breaker of Things

"Good judgment comes from experience, and experience comes from bad judgment."

"You can have everything in life you want, if you will just help other people get what they want." Z.Z.
Do you want to have great restaurant menus that are easy to edit and don't cost a fortune? I use MustHaveMenus and you can too!
MustHaveMenus
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Where on square can I retrieve this report

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Hi there @Dmlp, and welcome to the Seller Community👋

 

It looks like @Donnie-M provided step-by-step instructions in their response here, but if you running into difficulties, you can also click this link to arrive on the Tax Forms page. Please keep in mind that not everyone will qualify for a 1099-K - read more here.

Valentina
Community Moderator, Square
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