The Before/After Care Tax Statement screen allows users to generate and view tax statements that include transactions for products or fees marked as 1098T eligible, making it easier to track tax-related payments for before/after care services.
1. In the Billing menu, click Before/After Care Tax Statement.
2. Conduct a student search.
See Searching for Students for more details on how to conduct a student search.
3. Select the Calendar Year from the pull-down.
Selecting a year will cause the results to update and show only students with data in the given year.
4. Select the check boxes for the applicable students for whom tax statements should be generated.
You can also click Select All to select all students displayed at once. Once selected, click Deselect All to clear all selections.
5. Click Generate Tax Statements.
6. The tax statement(s) display in a pop-up window. Click the Printer icon to print or click the Download icon to download the file to your computer.
a. When finished, click the white X to close the window.
