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Tax Season Reporting

Generate payment statements per bill payer, and export Payments, Revenue and Invoice reports as needed

Josie avatar
Written by Josie
Updated over a month ago

This article will guide you through available reporting options for your center, which are helpful for collecting files for tax purposes or when creating reports for parents on a child's behalf.


Generate a Payment Statement

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

πŸ’‘ Did you know?

If you would like to send parents a guide on how to download their own statements, you can send this article!

If you would like to send all bill payers a bulk email to download their own tax statements, you can do so here!

Statements include the following details:

  • The center's tax ID number

  • The center's logo

  • Bill payer details

    • Name, phone, and address of bill payer.

    • Name(s) of child(ren).

  • List of all payments made in the selected calendar year, including overall sum

  • List of all bills received in the selected calendar year, including date and bill total

☝️ Note: Parents can view and download this information from their Balance tab, but if parents are unable to access this, you can download and send this to them on their behalf.

To access this information for a parent:

  • Use the search function and search for the relevant bill payer

  • Once you're on that parent's bill payer account, scroll down to Statement

  • From here, choose the year you'd like to view their statement for

  • Click Open

  • Use the date picker at the top to define your desired date range

  • Click on Print and choose Save as PDF in the print destination field

  • Download the PDF and send it to the parent


Export Revenue Report

To export your Revenue Report, read here.


Export Billing Transactions

You can also export files containing information about payments made to your center, and invoices sent out.

To export a CSV of Payments, read here.

To export a CSV of Invoices, read here.


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