How to Retrieve Your Tax Forms After Losing Access to Square Payroll

Whether you worked a summer job and used Square Payroll for your payment and now find yourself without access to your account, the process of obtaining your tax forms can be straightforward and should not require contacting your old boss directly. This guide outlines the steps for retrieving your W-2 forms and other necessary tax documents.

Understanding the Obligations and Requirements

Employers are legally obligated to provide tax forms, such as the W-2, to their employees by the end of January each year. These forms are crucial for filing your personal taxes with the Inland Revenue Agency (or IRS in the United States) or similar tax bodies in your country of residence.

The Role of Square Payroll

Square Payroll is a service that simplifies the payroll process for businesses, handling paychecks and tax forms for its clients. If you worked a summer job and were paid through Square Payroll, the responsibility typically lies with your employer to provide the necessary tax documents. However, if you no longer have access to your account, there are strategic steps you can take to get your tax forms without needing to contact your former employer directly.

Steps to Retrieve Your Tax Forms

Step 1: Access the Online Team Member Dashboard or Square Team App

Most recently, you can retrieve your tax forms using the Online Team Member Dashboard or the official Square Team app. To log in:

Check your original email and password for the account. If you can no longer access the account, reset your password through the app or the dashboard. Visit the official Square Payroll retrieval page to start the process. Follow the instructions in the app or dashboard to retrieve your Form W-2 for employees or Form 1099-NEC for contractors. These forms are accessible by January 31 of the following year.

Alternative Methods to Obtain Forms

If you do not have access to the online portal or need additional assistance, here are a few more methods:

Update Your Address: Ensure that your former employer has your current mailing address on file. Typically, updates to this information need to be made by mid-December. If they have your updated address, the tax forms will be sent directly to you. Email Confirmation: If you opted to receive a PDF copy of the form by email, check your email for a confirmation from the payroll service. Contact the Payroll Service Directly: If all else fails, you can contact Square Payroll support directly to request assistance. They can guide you through the process and ensure that your forms are mailed out correctly.

Conclusion

The process of obtaining your tax forms, particularly the W-2 form, can be managed without directly contacting your old boss. Ensuring that the necessary updates are made and using the online tools provided by Square Payroll can simplify this process. Remember, your employer is responsible for providing these forms, and there are multiple ways to ensure you receive them.