Amend incorrect tax forms with Square Payroll Amendment Service
About Square Payroll Amendment Service
The Square Payroll Amendment Service is a paid service offered to Square Payroll subscribers to assist them with correcting payroll tax forms that were submitted incorrectly.
The Amendments team can assist with correcting most federal and state quarterly and annual payroll tax forms that are filed automatically as part of your Square Payroll subscription service, including corrections to Forms W-2 and 1099-NEC.
Before you begin
Before submitting your amendment request, make sure Square Payroll has the most up-to-date information from you, including any missing payroll. Employee profiles should be complete and accurate and benefits should be activated, if applicable.
If you have questions about the status or amount of your refund, reach out to the tax agency directly. If you need help with this service, contact Square Support for assistance.
Review Square Payroll Amendment Service supported amendments
The following issues are supported as part of our paid amendments program:
- Correction to employee information, such as name or Social Security number (SSN)
- Addition of missing payroll history from a prior payroll service provider that was not submitted on time to be included in filings
- Deleted pay runs
- Addition of pay runs or tips recorded outside of Square Payroll
- “Moved” pay runs (for example, moving a January run or stub to December of the prior year)
- Contractor tax forms that were not filed because the box to file on the contractor’s profile was unchecked
- Correction of an error in reported benefits
- Amendments for FEIN/SEIN tax account issues
- Amendments for incorrect churns
- Amendments for contractors that should have been W-2 employees or vice versa
The following amendments are not supported as paid amendments:
- Amendment of tax forms filed prior to joining Square Payroll
- Amendment of tax forms filed by a third party
- Amendments for concurrent payroll (running payroll through two payroll companies at the same time)
- Amendment for Families First Coronavirus Response Act (FFCRA) runs, including amendment of Form 941 or 944 for the Employee Retention Credit (ERC)
- Amendment of tax forms as “final” filings
- Amendment for issues that are not supported in-product as a feature by Square Payroll
The Amendments team can assist with correcting most federal and state quarterly and annual payroll tax forms that are filed automatically as part of your Square Payroll subscription service, including corrections to Forms W-2 and 1099-NEC.
Square Payroll Amendment Service does not currently support certain informational changes on the W-2, including:
- Employee address correction
- Employee name change not reported to the Social Security Administration
- Employer name or DBA correction
- Employer address correction
- State Employer Identification Number (SEIN) correction
In the event that your original tax filing is unsuccessful due to an invalid account number or similar issue, you will need to resubmit the filing once the issue has been corrected.
The Amendments team may be able to file on your behalf through this service and will make this determination before sending an estimate.
If your case is determined to be ineligible for Square Payroll Amendment Service, you will need to seek amendment services through an accountant or other tax professional. You may also amend your tax forms directly with the relevant tax agencies. Review Square Payroll state tax resources for further information.
Step 1: Request an invoice estimate
Since each case is unique, our Amendments team reviews your request and provides you with an estimated cost of service based on tax forms to be amended, case complexity, and other factors. Your final cost of service may differ from the original estimate if there are any changes in complexity or the number or type of tax forms that need to be corrected.
To submit your request:
Contact Square Support. Make sure you are signed in to your Square account before contacting.
Provide a detailed description of the issues with your tax forms.
Select Submit.
Keep an eye on your email inbox for a response from our Amendments team. Our Amendments team will review your request to determine which tax forms need to be corrected and provide you with an estimate of costs and lead time.
Step 2: Accept the estimate
The Amendments team can work on the amendments listed in your estimate once you have formally accepted it. To accept the estimate, select a package in the estimate, if applicable, and select Accept. The date you accepted the estimate will appear on the estimate in green text.
Once you accept an estimate, our team will begin to work on the amendments listed in your estimate.
An estimated date of completion is included on each estimate. This does not include time to file, which may take additional time depending on filing method and case volume. In general, we will file 2-4 weeks after your invoice has been paid.
Step 3: Pay the invoice
Keep an eye on your inbox for an emailed invoice from our Amendments team. Payment of your invoice is treated as approval of your amendments and acknowledgement of any additional tax, penalties and interest due or any refund indicated as such on your amended tax form.
No payment is due when you accept your estimate from the Amendment team. Invoice payment is due when you receive your invoice with instructions to view drafted amendments, and before your amendments are finalized and submitted to the applicable tax agency.
If you choose to not pay the invoice:
We will send past-due notices with a required date of response approximately 2-4 weeks after an invoice is sent if it remains unpaid. If we do not receive a response from you by the date indicated, we will cancel your amendments.
If you later decide that you would like us to file your amendments, you may pay your balance due at any time and we will reopen your case.
View amended tax forms
Amended tax forms appear in your Square Dashboard depending on the circumstances of your amendment. Because amended tax forms are prepared manually by the Amendments team, some draft amendments may instead be attached to your invoice or may be sent via email. All forms sent as attachments are password-protected using your FEIN with no dashes or spaces.
To view your amended tax forms:
Sign in to your Square Dashboard and go to Staff & payroll > Payroll > Tax Forms.
Filter by Amended to view just your amended tax forms, or filter by time period, form type, or filing status to view both the original and amended files.
Select Preview next to the tax form to view your filing. From the preview, you can download the form to your device.
You may see an unrecognized name on amended tax forms. As your third-party payroll provider, a Square Payroll agent signs and dates applicable tax forms on your behalf.