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Parents 🧸 : How to Generate a Tax Statement
Parents 🧸 : How to Generate a Tax Statement

FSA documentation and parent-generated tax statements are easy with Famly!

Faith Dulany avatar
Written by Faith Dulany
Updated over a month ago


What's Included in a Statement?

Famly's statement download feature allows you to download evidence of both pre-tax payments and bills issued throughout the year from the bill payer Balance page.

Statements include the following details:

  • WHERE:

    • The center's tax ID number

    • The center's logo

  • WHO: Bill payer details

    • Name, phone, and address of bill payer

    • Name(s) of child(ren)

  • WHAT: Description of service for name(s) of child(ren)

  • WHEN: Dates of service

  • HOW MUCH: All payments made in the selected time period (e.g. year/month), including sum total


Generating a Statement

To download a statement, follow the steps outlined below:

Log into Famly and click on your Balance tab:

Note: login from desktop / your preferred browser is recommended for pulling tax statements

In Statement section, choose a year and click Open:

You can amend the time period using the date pickers at the top within a given year:

To print your statement, click on the Print button at the top. You can also choose to download your statement by selecting Save as PDF in the print destination field in your print preview:

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