| Q: How can an administrator view and/or print a tax report for a specific family? |
| A:
Step 1 - Click on the Finance icon Step 2 - In the Select Parents drop down at the top of the page, select the necessary family's name Step 3 - About 4 lines below, look for the button that reads 'Deposits Only for Selected Family in Tax Year'; choose the correct year Step 4 - Click the 'Deposits Only for Selected Family in Tax Year' button Step 5 - Click Tax Year Printout Step 6 - A new report will appear that you can print through your browser's print controls If the family is inactive and you do not see them in the drop down, follow these steps: Step 1 - Click on the Finance icon Step 2 - At the top of the page, check mark the box that reads 'Include inactive parents' Step 3 - Click Show balance / log transactions for selected family (This will prompt the system to load the inactive families in the list); The page will quickly refresh Step 4 - In the Select Parents drop down at the top of the page, select the necessary family's name Step 5 - About 4 lines below, look for the button that reads 'Deposits Only for Selected Family in Tax Year'; choose the correct year Step 6 - Click the 'Deposits Only for Selected Family in Tax Year' button Step 7 - Click Tax Year Printout Step 8 - A new report will appear that you can print through your browser's print controls |