Receipts and statements

What you get automatically, what's in the app, and what to ask for at tax time.

For parents and guardians

Receipts

When an invoice is paid in full, RoundUp emails your family a receipt. The subject starts Receipt from and your center's name, and it lists the invoice, the period it covers, the total paid and the date.

In the app, open Payments and tap Receipts on the Overview. It makes a list of your payments — date, invoice, amount and method — that you can save as a file or share. Paid invoices are also listed under Closed invoices on the Invoices tab, some with View Invoice PDF.

Fine for reimbursing a one-off; not quite what you want at tax time.

Statements

Tap Statements on the Payments Overview for a Monthly statement. Choose the month under Statement month, then pull down to refresh, and you'll see what was billed, paid and refunded that month. Send Statement emails those totals to you.

For a summary of everything you paid over a whole year, ask your center. Ask in January rather than April. Every family wants theirs at the same time, and a director producing forty statements in one week is slower than one producing yours in a quiet fortnight.

What you need for taxes

For a childcare tax credit you generally need the provider's name, address, tax identification number, and the total you paid in the year. Ask for all four together — the tax ID is the one people forget and have to go back for.

Start with your center

Year-end figures and the tax ID are your center's to give, because they're your center's financial records.

Dependent care accounts

If you're claiming through an employer's dependent care benefit, check what your administrator requires before asking — some want an itemized statement per period rather than an annual total, and it saves a second request.

If an agency helps with your costs

Where an agency pays part of your childcare, its share can show up alongside yours. A closed invoice may say Paid by and the program's name, payments the program made are marked as subsidy in the Receipts list, and the Monthly statement's paid total includes them.

You can generally only claim what you paid yourself, so leave those amounts out of any tax figure — and check with your center, or whoever is asking, if you're not sure.