We’re here to make tax season as easy as possible for you!

There are a couple of key dates to keep in mind during and before the upcoming tax season.

Knowing and completing any applicable deadlines listed below will help make filing your taxes as efficient as possible.

Table of Contents

Dec 15th

When you signed up for brightwheel billing with your bank account info, you entered some identifying information that will be included on your tax forms. Please take a moment to navigate to your Billing Settings page and verify that the following information is completed and up to date:

  • School contact information, including phone number and address

  • Billing administrator's Name and DOB

  • The school’s Employer Identification Number (EIN) for corporations OR the billing administrator’s Social Security Number for individual-owned childcare homes/centers.

If any of this information needs to be updated, it must be completed by December 15th in order to ensure that mailed 1099-Ks are properly delivered. Review the Changing Tax Details article for specific steps.

To retrieve a misplaced or forgotten EIN, please contact the IRS directly.

Jan 31st

Eligible programs will receive a Form 1099-K from brightwheel. Review our Form 1099-K article for further details on eligibility to receive this form and common questions.

If necessary, the Billing Transactions Report in brightwheel is the best place to find revenue and processing fee expenses.

April 18th

This is the final day to file your previous year’s taxes with the IRS!

Review all tax-related resources below!

Please Note: 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.

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