Preparing for Tax Season

Leverage our helpful resources as an Admin or as a Payer to gather relevant reporting for tax purposes

6 articles in this collection
Written by Sabrina

For Providers

Tax Timeline for Providers

Learn how to prepare for tax season as a provider and be aware of the important related deadlines.

Written by Sabrina
Updated over a week ago

Changing Tax Details

How to update tax related details as a provider

Written by Sabrina
Updated over a week ago

Form 1099-K

Learn more about the eligibility requirements and common questions surrounding the IRS 1099-K form to prepare for tax season.

Written by Sabrina
Updated over a week ago

Tax Reporting for Providers

How to access and export relevant reporting as a provider to prepare for tax season

Written by Sabrina
Updated over a week ago

Tax Resources to share with Parents

Share related help center content or PDF resources with parents to help them with tax reporting questions and guidance

Written by Sabrina
Updated over a week ago

For Payers

Tax Season Reporting: Student Transaction Summary for Payers

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

Written by Sabrina
Updated over a week ago