🔒 Not all settings have enabled bill payers to generate their bill payer statement. If you're not sure, reach out to your child's setting
What is a Bill Payer Statement?
Our bill payer statement feature allows you to download evidence of both pre-tax payments and invoices issued throughout the year from the bill payer account page.
Statements include the following details:
Institution tax ID.
Institution logo.
Bill payer details
Name, phone, and address of bill payer.
Name(s) of child(ren).
List of all payments made in the selected calendar year, including overall sum.
List of all invoices received in the selected calendar year, including date and invoice total.
This example statement gives you an idea about what to expect:
💡 Keep in mind that only pre-tax payments are included in this statement. Non-tax deductible payments such as Tax Free Childcare will not appear
Where to find your Bill Payer Statement
To generate this statement, click on the Home icon in your sidebar, then go the Balance tab. You will see the Statement section on the left-hand side. Here you can select a year and click Open to see your yearly statement.
You can print or save this page using the browser print function. The keyboard shortcut for this is Ctrl + P (for Windows) or Command + P (for macOS) to start the print process.
Universal Credit
A tax statement especially designed to fulfil the requirements for Universal credit together with the associated invoices is available by choosing Universal Credit in the drop-down menu in the top right corner:
