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Year-End Tax Statements

Last updated 2026-10-04

In this article

In January, families ask how much they paid you last year. Neztio adds up every completed payment per family, takes off anything refunded or returned, and produces a statement they can hand to their tax preparer.

Generating Statements

  1. 1Go to Billing in the left sidebar and open the Payments tab.
  2. 2Click Tax statements.
  3. 3Choose the Tax Year. The table lists each family and its Total Paid.
  4. 4Click Generate All, or Download a single family's statement.
  5. 5Click Email All to send every family its statement, or Download CSV for your own records.

What Families See

In the parent app, under Billing, families find Tax Documents, choose the year, and tap Download Statement. Statements count completed payments less anything refunded or returned, so a year with no payments shows nothing.

Send statements in the second week of January, after any late December payments have cleared.

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