This information in this article will outline what documentation brightwheel requires prior to changing any details that may impact your companies tax filing or brightwheel's ability to report an entity's payment processing. Once you have determined which documents are required given the circumstances outlined below, please email these documents directly to our billing verifications team at verify@mybrightwheel.com.

Table of Contents

Cooperation/Business Entity

Update their legal name or EIN in brightwheel:

  • A copy of your SS-4 (application for an EIN) more information on the SS-4 may be found (here)

OR

  • A copy of your 147c - this is sent to you by the IRS confirming your business name and EIN. You may request a copy of this form by contacting the IRS.

Newly purchased child care center and need information updated (ownership transfer)

  • A copy of your SS-4 (application for an EIN) more information on the SS-4 may be found (here)

OR

  • A copy of your 147c - this is sent to you by the IRS confirming your business name and EIN. You may request a copy of this form by contacting the IRS.

AND

  • A copy of the bill of sale of the child care center including the dates. This is to ensure all respective parties will get a 1099-K form at the end of the year with accurate tax information and gross income amount.

Individual changing to a corporation (have acquired an EIN)

  • A copy of your SS-4 (application for an EIN) more information on the SS-4 may be found (here)

OR

  • A copy of your 147c - this is sent to you by the IRS confirming your business name and EIN. You may request a copy of this form by contacting the IRS.

Individual/Sole-proprietorship

An individual who failed verification with their SSN

AND

  • A picture/copy of your government-issued photo ID (full legal name and DOB must be visible)

Individual who acquired a center and will be filing taxes under their SSN

  • A copy of your SS-4 (application for an EIN) more information on the SS-4 may be found (here)

OR

  • A copy of your 147c - this is sent to you by the IRS confirming your business name and EIN. You may request a copy of this form by contacting the IRS.

AND

  • A copy of the bill of sale of the child care center including the dates. This is to ensure all respective parties will get a 1099-K form at the end of the year with accurate tax information and gross income amount.

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