If you use brightwheel’s Expense tracking tools and plan to report program expenses for the 2025 tax season, exporting your Profit & loss Report and transaction details can simplify tax preparation.
Report on profit and loss for 2025
The Profit and loss Report summarizes and compares income and expenses. This is especially useful for providers who categorize split transactions (i.e. a Walmart trip where purchased school supplies and some personal groceries).
Log in on the web
Select Expenses in the sidebar > Profit & loss tab
Set the date range to 2025
Tap Export
Export transaction details for 2025
Exporting transactions provide a more detailed look at the Profit and loss report. You can export all transactions or filter by category (income, expenses, donations, etc.) and by source (cash, card, and more).
Log in on the web
Select Expenses in the sidebar > Transactions tab
Set the start and end dates to 2025
Tap Export transactions
💡 Tip: You can also download receipt images for your records, making documentation for tax reporting even easier.
Review all tax-related resources below!
This publication is designed to provide general information regarding the subject matter covered. It is not intended to serve as legal, tax, or other financial advice related to individual situations. Because each individual's legal, tax, and financial situation differs, specific advice should be tailored to the particular circumstances. For this reason, you are advised to consult with your own attorney, CPA, and/or other advisors regarding your specific situation.