We want to ensure you as a brightwheel guardian and payer have all you need to prepare for tax season!
Brightwheel offers an easy to download, year-end tax statement right in your account that's available now! 🎉
The statement includes the provider's Employer Identification Number (EIN) for U.S. programs (if applicable), a digital signature for Canadian programs (if added by a program admin), and all payment activity by all payers for a student in a given tax year.
Access Year-End Tax Statement
Navigate to the Payments page in your account
From the Accounts tab, select a student’s name to open their account
Open the Statements tab under the purple balance tile
Click Export next to the Family 2024 payer tax statement drop-down
Download or Export the statement and then open it
Use the Total Payments (if one payer) or Paid by tiles (if multiple payers) at the top of the statement to determine total payments made in the previous calendar year
Repeat these steps for additional students at the same or different brightwheel programs as needed
Learn what's included in Year-End Tax Statements ↓
Learn what's included in Year-End Tax Statements ↓
Provider information: includes the program name, physical address and Employer Identification Number (EIN), if applicable.
Date Range: the date range selected when generating the report
Total Payments: total amount of payments a payer has made in the selected date range and if the student has multiple payers, there may be multiple "Paid by" tiles indicating the total that particular payer paid during the selected date range.
All activity: related Payments & Credits activity such as date, who made the payment, the payment method, 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: providers can choose to add a digital signature to payer statements that will appear 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.