This article explains available reporting options for providers, which can be useful for program tax purposes or when generating reports on behalf of a payer.
Reporting options
Brightwheel offers reporting options to gather essential information for tax season. These reports can be downloaded or printed easily from the web. Payers can download their own tax statement if they’re still connected to their child, or you can download it for them.
Tax statement for payers (2025)
Helpful if pulling reporting on behalf of guardians. All year-end tax statements will be available by January 31.
Click for steps to export
Click for steps to export
Click Billing in the sidebar
Tap Students, then select a student's billing profile
Select Statements tab
Click Export next to the Family 2025 payer tax statement dropdown (2025 is default but you can choose another year)
Download the file, or export it to the payer's email
Report on revenue
The Revenue Report is best for admins pulling tax-reporting for their program. Shows revenue by charge category for a chosen date range.
Click for steps to export
Click for steps to export
Click Billing in the sidebar
Select Reports > Revenue Report
Set the Start & End dates (Set Jan 1 – Dec 31 for full tax year) and adjust Group by (category or description) filter
Click Apply Filters to download, email or print
Report on transaction details
The billing Transaction Report is an additional reporting option that further breaks down what's seen in Revenue Report. It provides comprehensive details on every transaction recorded in your program’s ledger. It can be exported as a spreadsheet to filter by transactions, payment types, refunds, or voids.
Click for steps to export
Click for steps to export
Click Billing in the sidebar
Select Reports > Transactions
Filter by:
Earliest post date and Latest post date (Set Jan. 1 – Dec. 31 for full tax year)
Transaction type
Specific students
Enrollment status
Room
Click Apply Filters to download, email or print
Staff W-2 forms
If you use brightwheel's payroll processing integration via Gusto, your staff will receive their W-2 forms through Gusto. ALL W-2 related questions for your staff should be directed to Gusto.
If you are using another payroll provider, please check with them directly to see if W-2s are offered.
ℹ️ Brightwheel's payroll offerings are a complete, easy-to-use payroll solution, enabling providers to automate tax filings, save time, and manage payroll with confidence with the #1 payroll provider for small businesses. In brightwheel, you can track staff timecards and hours, and send that data directly to Gusto to pay your employees! Review our brightwheel Payroll resource to learn more.
Resources for families
If you want to share relevant resources with your payers to help them prepare for tax season, view the Tax Resources to share with Parents article. This resource links to a related article and PDF that can be shared directly with payers.
Or share How payers can pull their year-end tax statement for steps on how payers can pull their own tax statements.
Review all tax-related resources below!
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 differs, 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.