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Preparing for Tax Season
Tax Resources to share with Parents
Tax Resources to share with Parents

[For Admins] Share related help center content or PDF resources with parents to help them with tax reporting questions and guidance.

Sabrina avatar
Written by Sabrina
Updated over a week ago

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 so they can access the necessary information for tax season.


For Providers that Updated Billing Platforms During 2023

Congratulations on updating platforms! All data from your previous billing platform has been migrated to brightwheel’s new billing platform and will be reflected in the student’s billing profiles and in reports!


Tax Reporting Resources for Payers

🎉 This year, brightwheel has simplified tax season for families by providing direct links to year-end payer tax statements in their brightwheel accounts and enabling admins to access these same statements from their accounts! 🎉

Share the tax season resources below as needed with your payers to address questions about how to access year-end reporting information. Choose one resource to share as both contain the same information:

Help Center Article

PDF


This overviews how to access and download/export payer year-end tax statements.

Download and print or share the PDF version of how to access and download/export payer year-end 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.


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