Expense Summary Report (Site-Level)
This report sums up the costs for each expense type over the period of time selected.
- If you are a family child care home, then this report can help you accurately complete IRS Schedule C for Form 1040 and IRS Forms 8829 and Form 4562.
- If you are not a family child care home, then this report can help you demonstrate that you have spent your CACFP reimbursement on allowable expenses and are maintaining a nonprofit food service account.
- Click on Reports from the main site dashboard. This will take you to a page to select the report category.
- From the report selection screen, choose the category Financial Reports.
- Click on the hyperlink for the report titled Expense Summary Report. This will take you to the screen to make your selections for the report.
- Select the date range for the report.
- Check the box if you want to Include all uploaded receipts for date range selected.
- Click the green Run Report button to generate a download link.
- Click the hyperlink to Download Report in PDF format.
