Generating Year-End Tax Statements

At the end of each year, families need a statement showing how much they paid in childcare tuition for tax purposes. Neztio generates these statements automatically based on your billing records.

Generating Tax Statements

1. 1Go to Billing > Tax Statements.
2. 2Select the tax year.
3. 3Click Generate Statements. Neztio calculates the total amount paid by each family during the year.
4. 4Review the statements. Each includes your center's name, tax ID (EIN), and the total paid.
5. 5Send statements to families via email or make them available in the parent app.

What the Statement Includes

• Center name and tax identification number (EIN).
• Guardian name and address.
• Child's name.
• Total amount paid during the calendar year.
• Date range covered.