Connecting TaxCloud to Square

The TaxCloud integration with Square automatically pulls your sales data from Square and other marketplaces or eCommerce apps every month. It keeps track of how much sales tax you collected in each taxing jurisdiction, simplifying your sales tax filing.

Before you begin

Make sure you have a TaxCloud account and can sign in. If you don’t have an existing TaxCloud account, sign up now.

Step 1: Complete TaxCloud setup

Your TaxCloud account must be set up so that the integration with Square works correctly.

1. Sign into TaxCloud.
2. Complete your TaxCloud Business Profile.
3. Set up your locations and states.

Step 2: Add the Square integration to TaxCloud

1. From the TaxCloud app, go to the Integrations page.
2. Click Add Connection.
3. Click Square in the integrations list.

4. Click Add.

   

   Set the integration details.

   

   1. Enter a Name for the integration.

      This name is used for identification purposes in TaxCloud. For example, if you have multiple Square accounts connected the name helps you differentiate them.

   2. Set the URL to https://app.squareup.com.
   3. Enter the Taxability Information Code (TIC) that best fits the goods or services that you sell so that TaxCloud can identify and properly tax items.
      • To search for TICs, expand Need Help Finding your Taxability Information Code (TIC)?
      • If there is no match, enter 0. This will set items to taxable.
5. Click Finish Setup.

Step 3: Link TaxCloud to Square

1. Click Link Account to set up the connection to Square.

   

2. When prompted, sign into your Square account.

3. Confirm that you want to grant TaxCloud access to your Square account.

   

Step 4: Set the integration Live

After you have connected TaxCloud to your Square account, the integration is set up but not yet importing data. When you are ready to begin importing transactions into TaxCloud, click Go Live.