W10 Form Report
This report makes tax time easier! It generates an IRS Form W-10 with the parent/guardian information prefilled and the amount of money they paid for the calendar year for dependent care.
This report is only visible if the invoicing feature is turned on. If you are a provider or center and would like to use the invoicing feature, please contact us at [email protected].
Before you run this report, make sure that you have accurately applied payments. The report will include all payments made on January 1 to December 31 for the selected year.
To run the report:
- Click on Reports from the main site dashboard
- From the report selection screen, choose the category Financial Reports
- Click on the hyperlink for the report titled W10 Form Report. This will take you to the screen to make your selections for the report.
- Select the calendar year for the report
- Select the primary guardian* for whom you would like to run the report
- Click the green Run Report button to generate a download link.
- Click the hyperlink to Download Report in PDF format.
*If you do not see the parent/guardian in the dropdown, check and make sure that they are marked as a primary guardian and they have invoices associated with them.
