Tax Season Reporting: Student Transaction Summary for Parents

Learn how payers can export a summary of all transactions by date range that includes charges, payments, dates, and School EIN & address.

Sabrina avatar
Written by Sabrina
Updated over a week ago

Student contacts with parent-level access can export a simplified record of transactions, including charges and payments, over any date range. This report is particularly helpful for year-end tax reporting on early childhood education spending!

Table of Contents

Export a Student's Transaction Summary

  1. Navigate to the Payments tab on the web
    🚩 Make sure to do this on a computer and not from a mobile device!

  2. Confirm you are on the Accounts tab and select your student's name (if there are multiple) to open their account

  3. Scroll down until you see the Posted Transactions table

  4. Click the purple Select an action menu, and select Export Summary

  5. Use the date picker to determine the Start and End Dates

  6. Click Export to send a summary to your email address and also download a PDF immediately

  7. Use the Total Payments tile at the top of the exported report to determine the payments made in the selected date range

💡If you have multiple children, repeat these steps for each child and then sum the total payments amount together for the full amount you paid in the given year!

Please Note: If you use your phone number to log into brightwheel, please wait for the download to appear before navigating away from the page or refreshing. If you have an email associated with your account, the export will download immediately and a copy will also be sent to your inbox within a few minutes.

Explanation of Fields for the Posted Transactions Export

This report is intended to be a brief summary of transactions that occurred over the specified timeline. This is particularly helpful for year-end tax reporting for parents.

At the top of the report, you will see the provider's information, including their name, address, and Employer Identification Number, if applicable.

The Summary of transactions will display:

  • Date Range: This will represent the date range selected when generating the report

  • Starting Balance: If the student had a starting balance added before their first statement, that will be reflected here. A negative starting balance will indicate a credit on the student's account, and a positive amount displayed will reflect the amount the parents owed the school before the first statement in brightwheel.

  • Net Charges: This is the total amount the school has charged the parent in the given timeframe. Any credits or adjustments will be reflected in this total.

  • Net Payments: This is to the total amount paid towards the student's balance by all payers.

  • All related transaction information, such as the date the transaction was posted, dates of service (if applicable), transaction description, who the payer was, and the transaction amount.

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