Email a Family Account Tax Statement

A family account tax statement summarizes a family’s payments for a calendar year. It is useful for tax filing and reimbursement requests. Tax statements are sent by email.

Parents/Guardians Access to Tax Statements

Parents/guardians can also email a tax statement to their Procare account email address at any time by logging in to their Procare parent/guardian account. No administrator help is needed. This also applies to families of students who are inactive, on hold, or have graduated. Send this article, Family Account Statement or Tax Statement, to your parents/guardians.

To create a tax statement for a family:

1. Go to Billing > Accounting > Family Account.

2. Click a student.

3. Select More Options  in the top-right corner of the window.

4. Select Tax Statement.

   1. For Multifamily accounts, select All Families or the subfamily.
      

Multifamily Tax Statements

Each subfamily on a Multifamily account gets its own statement and can’t see the other subfamily’s invoices or payments. All Families creates a statement for each subfamily on the selected Family Account, not for every family in your Procare account.

2. Select the year.

3. Select the Recipients:

   1. Parents - sends to:

      • all parents/guardians or

      • subfamily

   2. Parents and Sender - sends to:

      • all parents/guardians or

      • subfamily and

      • the Sender (user currently logged in to Procare)

   3. Sender - sends only to the user logged into Procare.

4. Click Send Email.