Preparing for Tax Season

Simplify tax season prep with billing reports for transactions processed or recorded within brightwheel Billing. Providers and families can pull year-end summaries directly from their brightwheel accounts on the web.

6 articles in this collection
Written by Hadleigh and Sabrina

Tax Season Prep for Parents

Tax Season Reporting: Student Transaction Summary

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

Written by Hadleigh
Updated over a week ago

Tax Season Prep for Providers

Tax Timeline for Providers

Preparing for tax season as a provider and understanding the associated timeline

Written by Hadleigh
Updated over a week ago

Changing Tax Details

How to update tax details in your program's billing account

Written by Hadleigh
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

Tax Reporting for Providers

Preparing for tax season as a provider and how brightwheel can help

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 Hadleigh
Updated over a week ago