We’re here to make tax season as easy as possible for you! This article links to all available resources you, as an administrator, can share with your families based on your current billing version.
Table of Contents
Identifying your Billing Version
Start by confirming which Billing Version is active in your program's brightwheel account: Which Billing Version am I using?
🟢 v3 Billing Platform
If you resided on the Version 3 (v3) Billing platform throughout the entire year, share whichever resource is preferred with your parents and payers directly (both contain the same content):
Student Transaction Summary for Parents section of the article (that includes a quick tutorial video as well)
Parent Self-Serve Tax Info (v3) PDF
Download and print or share the PDF version of this resource! It contains how to access tax reporting information as a parent and covers common FAQs.
🟣 v2 Billing Platform
If you resided on the Version 2 (v2) Billing platform throughout the entire year, share whichever resource is preferred with your parents directly (both resources contain the same content):
Student Transaction Summary for Parents section of the article (that includes a quick tutorial video as well)
Parent Self-Serve Tax Info (v2) PDF
Download and print or share the PDF version of this resource! It contains how to access tax reporting information as a parent and covers common FAQs.
For Providers that Updated Billing Platforms This Year
Congratulations on updating platforms! Download and share whichever resource is relevant with your parents directly depending on what you updated from and to:
From v1 to v3: Parent Self-Serve Tax Info (v1 to v3) PDF
From v2 to v3: Parent Self-Serve Tax Info (v3) PDF
All V2 data transfers directly to v3 and will be reflected in the student's billing profiles and in reports!