Tax Statements & Family User  Statements

Purpose:

The family user Statement is a PDF report that can be generated for a family user to view a list of deductible payments for tax purposes.

The tax-deductible items are defined by the school. A school admin will first create a Tax statement report where you will select all the tax-deductible items that can be included in the Family User Statement and Family Statement. The Family User Tax Statement or Family User Statement can be viewed on the family site or can also be emailed to the family user. 

Tax Statement Workflow: 

1. School admin creates the Tax Statement and selects all the tax-deductible items
   1. Configure the Tax Statement Settings- Admin> Letters> Tax Statement> Tax Settings 
   2. From the Tax Deductible Menu Items, select all tax-deductible items, any payments made towards any of these items will be listed in the Family User Statement 
   3. Enter Federal Tax ID- *the school admin should have this information, select Save. 
   4. Generate Statements- select a Start Date and End Date, payments taken in within this selected date range will be listed in the Family User Statement 
   5. Select Generate Statements- this should generate a statement for all family users and should be available for Family users to view under the Checkout app> Statements header    NOTE: For large schools with many family users, this may take a while.
   
   The family user can find the statement in their online account under Statements or Documents. 
   
   

   Family User Statements Workflow 

   Sometimes, the school admin may want to directly email or create a Family user statement or Tax Statement for a specific family user, hence the Family User Statement and Family User Tax statement. The difference is that the family statement is a list of all payments the parent has made within a specific date range and the Family User Tax statement will indicate the deductible payments and the ones that may need review, typically with a yearly date range (01/01-12/31).

   1. In the Admin site, select Families> Family user Batch Edit and search the family user
   2. In the Actions dropdown, select Generate Statements and select 'Run Batch Action'
   3. Select the Statement type you want for the Family user and enter the Statement start date and End date 
   4. Select generate statements 
   5. The family user will receive an email with a PDF of the report and it will also be available for the family user to view in the family site under the checkout app> Statements