📝 Overview

You can download annual statements organized by calendar year to view all transactions and recurring payments for accounting and tax purposes. Annual statements provide a comprehensive summary for each year you've done business, including transaction details, totals, and your provider information.

📥 Accessing Your Annual Statements

Click here to learn how to access your annual statement

Select My Account in the top navigation (next to your name), then click Annual Statements
Go to My Account, then select Annual Statements from the left sidebar

Once you're on the Annual Statements page, you'll see a list of downloadable statements grouped by year. Select the year you need and click download to receive a PDF of your statement.

📋 What's Included in Your Annual Statement

When you download your annual statement, the report includes:

Report date: The date you downloaded the report
From section: Your provider information
- Provider name, address, phone number, and tax ID (if enabled in your settings)
- Any missing information will appear blank
For section: Customer information from their profile
- Customer name, address, and phone number
Transaction table: All transactions for the year, sorted chronologically
- Date, order number, student(s), activity, payment type, and amount (or refund amount)
Year total: Your complete annual revenue total
Footer: Your provider name, phone number, and contact email (reply-to email if set up; otherwise your primary company email)

⚠️ What's Not Included in Your Annual Statement

Your annual statement does not include:

Transactions combined across multiple provider accounts
Itemized breakdowns by activity
Individual payment or refund line items beyond what appears in the transaction table

❓ Frequently Asked Questions

Find answers to common questions about annual statements.

When are annual statements available?