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 will be available in January 2025 for the 2024 tax year. 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 Payer Tax Information
We strongly recommend waiting for your year-end tax statement to become available in January 2025! For Canadian payers, it's especially important to await statements as these will include your program admin's digital signature if they've added it.
However, if you're unable to wait for the year-end tax statement, you can manually export a simplified record of payments, over any date range, using the Payments & Credits report.
Access Payments Summary
Access Payments Summary
Log in to brightwheel
Open the Payments page
From the Accounts tab, select a student's name to open their account
Scroll down and open the Payments & Credits tab
Click the Export button
Select the relevant date range
ℹ️ For year-end tax reporting, ensure you've selected 1/1 to 12/31 and are pulling this report after 12/31 so the entire year's summary is captured.Click Export, and a summary will be sent to your email address
Click Download in the displayed pop-up to down the report immediately as a PDF on your device
Use the Total Payments (if one payer) or Paid by tiles (if multiple payers) at the top of the exported report to determine the payments made in the selected date range
If you have multiple children at this school, select your other student's name and repeat steps 3-9
If you have children at another school, click the Change school button above All children and repeats steps 2-9
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Access Year-End Tax Statement
(coming soon for the 2024 tax year!)
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Access Year-End Tax Statement
(coming soon for the 2024 tax year!)
Year-End Tax Statements for payers will be available soon under the Statements tab of your account on the web and mobile app. Stay tuned for more information!
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).
[COMING SOON] 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.