There are a couple of key dates to keep in mind for the upcoming tax season to help make filing as efficient as possible!
Tax Timeline Overview
Date | Details | Who is this applicable for? |
December 15th | When you signed up for brightwheel Billing using your bank account, you provided identifying information for your tax forms. Please verify that the following details on your Billing Settings page are accurate and up to date:
This information must be updated by December 15th to ensure proper delivery of Form 1099-K by January 31st, if eligible. If needed, review our Changing Tax Details resource that includes details on how to contact our team and what to provide so our team can update your information.
For misplaced or forgotten EINs, contact the IRS. | 
|
December 31st | To ensure payments are included in this year’s tax summary for payers, all payments (including offline payments like cash or checks), charges, and adjustments must be recorded in brightwheel by 12/31.
| 
|
January 31st | Eligible U.S. programs will receive Form 1099-K from brightwheel.
If needed, quickly pull reporting on how much your program received for a given charge category and date range with the Revenue Report. Learn how to pull this report in our Tax Season Reporting for Providers resource. | 
|
Tax Day | This is the final day to file your previous year’s taxes with the IRS (for U.S. providers) or CRA (for Canadian providers)!
| 
|
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.