This resource outlines the documents required to change any tax details for U.S. providers (such as your EIN or SSN) that may impact your company's tax filing or brightwheel's ability to report an entity's payment processing.
How to change tax details
Collect the documents that are required based on what details need changing, outlined below for corporations or individuals
Email the required documents to brightwheel's Billing Verifications Team at verify@mybrightwheel.com
Note: To prepare for taxes, any changes to a billing administrators's SSN (for individual-owned childcare homes/centers) or the school's EIN (for corporations) must be made before the tax year closing. Please complete any changes by January 15th to ensure 1099-Ks are properly delivered.
Corporation/Business entity scenarios
💡 Click to expand the applicable scenario below for requirements.
Newly purchased child care center, need info updated (ownership transfer)
Newly purchased child care center, need info updated (ownership transfer)
A copy of your SS-4 (application for an EIN). More information on the SS-4 may be found (here), OR
A copy of your 147c - this is sent to you by the IRS confirming your business name and EIN. You may request a copy of this form by contacting the IRS, AND
A copy of the bill of sale of the child care center, including the dates. This is to ensure all respective parties will get a 1099-K form at the end of the year with accurate tax information and gross income amount.
Individual changing to a company (have acquired an EIN)
Individual changing to a company (have acquired an EIN)
A copy of your SS-4 (application for an EIN). More information on the SS-4 may be found (here), OR
A copy of your 147c - this is sent to you by the IRS confirming your business name and EIN. You may request a copy of this form by contacting the IRS.
Individual/Sole-proprietorship scenarios
💡 Click to expand the applicable scenario below for requirements.
An individual who failed verification with their SSN
An individual who failed verification with their SSN
A W9 form, AND
A picture/copy of your government-issued photo ID (full legal name and DOB must be visible)
Individual who acquired a program and will be filing taxes under their SSN
Individual who acquired a program and will be filing taxes under their SSN
A copy of your SS-4 (application for an EIN). More information on the SS-4 may be found (here), OR
A copy of your 147c - this is sent to you by the IRS confirming your business name and EIN. You may request a copy of this form by contacting the IRS, AND
A copy of the bill of sale of the child care center, including the dates. This is to ensure all respective parties will get a 1099-K form at the end of the year with accurate tax information and gross income amount.
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.