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January 8, 2023
Question

What items are included in the file that Square sends to Turbo Tax?

  • January 8, 2023
  • 1 reply
  • 0 views
I would like to know all the items that Square sends to TurboTax when you import your data?
Thanks

1 reply

Critter-3
January 8, 2023

https://ttlc.intuit.com/turbotax-support/en-us/help-article/self-employment-taxes/import-income-square/L7jZlOOKc_US_en_US?uid=lcnshm9x

 

If you don't like what was imported you can simply delete it and enter it manually.

 

How do I import income from Square?

SOLVEDby TurboTaxTurboTax Online172Updated 1 week ago

To import income from Square, you'll need to use TurboTax Self-Employed or TurboTax Live Self-Employed. Follow these steps to get to the import screen:

  1. Open or continue your return and go to Income & Expenses
  2. Select Start or Review next to Self-employment income and expenses
  3. Answer the questions about your line of work
    • If you've already entered some self-employment work, select Review next to the line of work with Square payments
  4. On the If you got paid through Square, import your transactions to save time screen, select Import my info
  5. Review the steps on the Let's import your Square payment info screen and select Continue
  6. Enter the email address and password you use with Square and Sign In
  7. We'll get your payments from Square and add them to TurboTax for you
    • You may need to answer a few questions to make sure everything gets imported correctly
  8. You'll see a summary of everything imported where you can check transactions

You can only import your Square payments to one line of work. If you received Square payments across multiple lines of work, you'll need to enter them manually.

pbrow1Author
January 8, 2023

I understand the process. My issue is the import option is not available yet. A list of the line items would be helpful. 

Thanks

Critter-3
January 8, 2023

Well that info is not available  so you can either wait or simply enter your total income figure yourself manually.