Brightwheel strongly recommends waiting for your year-end tax statement to become available. However, if you are unable to wait for the year-end tax statement, you can manually export a simplified record of payments, over any date range, using the “Payments and Credits” report.

To print the simplified record of payments, please complete the following steps:

1. Open the “Billing” or “Payments” tab and select the Student’s Name
2. Open the “All Transactions” tab
3. Open the “Credits & Payments” tab
4. Remove the “Credit” filter under “Transaction Type”
5. Click the purple “Export” button
6. Use the date picker to determine the “Start” and “End” dates.
7. Click “Export” once again
8. Click “Download” to download the statement and view the copy that was exported to your email address