Brightwheel offers an easy-to-download, year-end tax statement right in payer accounts. The statement includes:
Your provider Employer Identification Number (EIN) (for U.S. programs, if applicable)
Your provider digital signature (for Canadian programs, if added by your admin)
All payment activity by all student payers for the given tax year
Year-end tax statements will be available by January 31. Return to this resource then for steps to export.
Disclaimer: This video isn’t updated for the 2025 tax season, but you can follow the same steps to access this year’s statement.
Access year-end tax statement (for payers)
Payers can take the steps below to export their year-end tax statements as long as they still have access to the child's profile and were not removed as a payer. If you have multiple children, repeat these steps for each additional child or different program.
Log in to your brightwheel account
Go to Payments and select a student
Scroll down and click the Statements tab
Select Export next to the Family 2025 payer tax statement
Choose to download or export the statement to your email
Export tax statements on behalf of payers (as an Admin)
If payers can't export it themselves or need assistance exporting their tax statement, providers can export the tax statement on the payers' behalf.
Providers can visit Tax season reporting for providers for detailed steps.
FAQs
What's included in year-end tax statements?
What's included in year-end tax statements?
Provider information
Program name, physical address, and EIN (if applicable).
Date range
Range selected when generating the report.
Total payments
Total paid in the prior calendar year, shown at the top of the summary. If there were multiple payers, use the “Paid by” tiles to see each payer’s amount.
💡 Tip: If only one payer → use Total Payments tile. If multiple payers → use the Paid by tiles.
All activity
Payment/credit details including:
Date
Who made the payment
Payment method used
Payment amount
Status of the payment
What invoice the payment applied to
How much of the payment was allocated to the invoice, what the payment was for, and dates of service (if applicable).
Digital signature
Provider signature shown at the bottom. This is to ensure compliance for Canadian programs and is an optional enhancement for U.S. programs. Year-end statements will only contain a signature if your program admin has decided to add one.
What if I'm no longer connected to my child in brightwheel?
What if I'm no longer connected to my child in brightwheel?
If you are no longer connected to your child's profile at a previous program, please contact the previous program for further assistance. They can reconnect you or provide you with your payment summary.
Who can help me if I have trouble accessing my statement?
Who can help me if I have trouble accessing my statement?
If you are connected to your child's profile and experiencing trouble downloading your statement, you can contact your program directly to see if they can assist with this, or reach out to the brightwheel Support Team.