The Before/After Care Tax Statement screen allows users to generate and view tax statements that include transactions for products or fees marked as 1098T eligible, making it easier to track tax-related payments for before/after care services.
This screen requires the Enable Before/After Care setting to be activated by Focus staff. Please contact your Focus representative for assistance.
In order to utilize the Before/After Care Tax Statement, your profile must be set up with viewing permissions via Users > Profiles > Admin > Billing.
In order for parents to see Tax Statements for their students in the Parent Portal, their profile must be set up with viewing permissions via Users > Profiles > Parents > Billing.
1. In the Billing menu, click Before/After Care Tax Statement.
2. Conduct a student search.
See Searching for Students for more details on how to conduct a student search.
3. Select the Calendar Year from the pull-down.
Selecting a year will cause the results to update and show only students with data in the given year.
4. Select the check boxes for the applicable students for whom tax statements should be generated.
You can also click Select All to select all students displayed at once. Once selected, click Deselect All to clear all selections.
5. Click Generate Tax Statements.
6. The tax statement(s) display in a pop-up window. Click the Printer icon to print or click the Download icon to download the file to your computer.
a. When finished, click the white X to close the window.
The Student ID displayed on the Before and After Care Tax Statement shows the student’s Local ID, when one is available. If a Local Student ID is not set, Focus displays the standard Student ID instead.
7. Click the Message icon to send a message to the displayed students via Communication.
