We’re here to make tax season as easy as possible for you! This article will outline what you as a provider can do to prepare for tax season if needing to manually pull revenue and process fees reporting.
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Billing Transactions Report
If you need reporting on student transactions that occurred during a specific date range that is exportable as a PDF, the Student Transaction Summary report is a great option. This report makes it possible to quickly see total payments in the selected date range. Review the linked article for detailed steps.
If you need reporting that has more comprehensive information on all transactions that have been recorded on the school's ledger or simply just need the ability to export a CSV that is editable, the Billing Transactions Report is a great option. You can export this report as a CSV and use any spreadsheet software to filter the transaction types like online/offline payments, refunds, and voids. Review the linked article for detailed steps.
If the Billing Transactions Report article does not match what you see in your account, please see this article instead!
For Providers that Updated Billing Platforms This Year
Congratulations on your migration! We have multiple resources to support you to ensure you're able to collect all the reporting data you might need across both platforms.
Review the following articles depending on what platform you updated from and to:
If you are looking to share relevant resources with your parents to help them prepare for tax season, view the Tax Resources to share with Parents article. This resource provides links to related articles and PDFs that can be shared directly with parents based on your program's billing platform version.
Please Note: This publication is designed to provide general information regarding the subject matter covered. It is not intended to serve as legal, tax, or other financial advice related to individual situations. Because each individual's legal, tax, and financial situation is different, specific advice should be tailored to the particular circumstances. For this reason, you are advised to consult with your own attorney, CPA, and/or other advisors regarding your specific situation.