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Video instructions and help with filling out and completing Fill Form 5495 Representatives

Instructions and Help about Fill Form 5495 Representatives

Sometimes you need someone other than the account holder to reach out to Square Support. Add an authorized representative to your account and designate someone to contact us on your behalf. Add a trusted employee, your accountant, or your business partner as an authorized representative. This representative can discuss your transaction details, make changes to your profile, and remove an old bank account. If you have someone in mind, great! Just log in to your Square account, go to Account and Settings, and click Authorize Representatives. Then create one by adding an existing employee via the drop-down menu or by filling out the form for a new person. Pro tip: Security authentication codes are sent via a text message, so make sure your representative's number is a mobile phone. Otherwise, Square may not be able to verify their identity. Next, specify the locations the representative can discuss by clicking Locations. Click Save and save again. A legal disclaimer will pop up. If everything is good to go, click Confirm. Now you have an authorized representative. When they call our team, they'll be asked to verify their identity using the authentication code sent to their email or mobile phone number. If you need to remove an authorized representative, simply go back to the list, find the name of the person you'd like to remove, and click "Delete." To learn more about authorized representatives, visit square.com/help and search the keyword "authorized representative." Music.