To ensure payments are included in this year’s tax summary for your families, record every payment (including cash or checks), charge, and adjustment in brightwheel by December 31.

When you signed up for brightwheel Billing using your bank account, you provided information needed for tax forms.

Please verify the details on your Billing Settings page are correct and up to date:

This information must be updated by January 15 to ensure your Form 1099-K is mailed by January 31 (if eligible).

To update outdated or incorrect information, review our Changing tax details article for steps and how to contact our team.

Note: For misplaced or forgotten EINs, contact the IRS.

Form 1099-K will be proceeded and mailed to eligible U.S. programs that processed $20,000 or more and 200 transactions on brightwheel in 2025.

To review your program’s earnings and determine if you can expect a 1099-K, use the Revenue Report to see how much was received by charge category and date range.

For steps to access this report, visit Tax Season Reporting for Providers.

This is the final day to file your previous year’s taxes with the IRS (U.S. providers) or CRA (Canadian providers).

Note: Deadlines may vary, consult a tax professional or advisor to confirm your exact filing requirements and deadlines.