How to generate dependent care receipt?
Overview
The Dependent Care Receipt provides a summary of all programs a family has registered for during a selected time period. This receipt can be used to report eligible expenses and support dependent care tax deduction claims.
Admins can generate receipts for an individual family or download them in bulk for all families.
Who’s Involved
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Admins or staff with permission. For more information about roles and permissions, visit How to manage staff and permissions?
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Families (via the Family Dashboard)
Instructions - Admin Dashboard
Generate a dependent care receipt for a specific family
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Go to Admin Dashboard > People > Families.
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Use the search or filters to locate the desired family.
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Hover over the Actions (⋯) column.
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Click Dependent care receipt.
Select the desired time period.
Click View Report.
From the top-right corner, you can export the report to PDF, Excel, or Print it.
Dependent-care receipt in bulk for all families
Go to the Admin Dashboard > Reports > Finance > Bulk dependent care receipt
- Select the desired year from the dropdown menu
- Click Download Report
Instructions - Family Dashboard
- Log in to the Family Dashboard
- Click Reports and select the Dependent care receipt
- Select the time period
- Click View Report
To download your report, select your preferred format (Excel or PDF), download begins automatically. You can also print the repot using the Print icon.