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
If needed, 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 article (that includes a quick tutorial video as well)
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 and payers directly (both resources contain the same content):
Student Transaction Summary for Parents article (that includes a quick tutorial video as well)
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 During the Past 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 & Payers Self-Serve Tax Info (v1 to v3) PDF
From v2 to v3: Parent & Payers 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!
Review all tax-related resources below!
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 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.