Year-end statements (for your office)
Every family you bill has a year-end statement of what they paid you. Open it, download it, or give a copy to a family.
Last updated About 2 hours ago
Every family you bill in Bloomily has a year-end statement. There is nothing to turn on.
It lists what a family paid you for care in one year. Families can download it themselves, so they don’t have to ask the office.
What the statement shows
Your program’s name, address and tax ID.
Each child, with the dates of care that year’s payments paid for.
Each payment and refund, with its date, how it was paid and its bill number.
Paid for care, the total for the year.
Processing fees (not care), on their own line. Card and bank fees are not in the care total.
Total paid.
One line that says the statement is not tax advice. It tells the family to ask a tax adviser what qualifies.
The year runs from January 1 to December 31 in your program’s time zone.
A year that is not over yet
You can open this year’s statement any time. The year picker reads 2026 so far. It shows payments up to today.
The PDF is called Statement for 2026 so far. After December 31, it becomes Year-end statement 2026.
Open or download a family’s statement
Open Families and open the family.
On the Money card, choose Year-end statement.
Pick the Year. You see what was paid for care, the processing fees and the total.
Choose Download PDF.
On the newer screens, open the family’s Money tab. Year-end statement is under the dots on the Money card.
Opening a statement changes nothing on the family’s account. Staff who can see the family’s Money card can open it.
Getting it to a family
Bloomily does not email the statement. Each family opens their own copy under Billing, then Year-end statements. This works in the parent app and on the web.
If a family asks you for a copy, download the PDF and give it to them.
Statement and Email statement on the Money card are something else. They show the family’s bills and balance.
Add your tax ID
If your program has no tax ID on file, the statement says so in place of the number. Families are told to ask your office.
Open Settings, then Organization.
On the Organization card, choose Edit.
Fill in Tax ID, then choose Save changes.
The statement window also links you to this page when the tax ID is missing.
Families who split their bills
A child’s bills can be split between two parents. Each parent’s own statement then lists only what they paid.
Their statement also says that some of the year’s bills were split.
The copy you download from a family’s record shows everything that household paid.
Bills may go to more than one person in a year. Then each payment says who it was billed to.
A guardian without billing access can’t see a statement. You can download it for them.
Good to know
A payment marked as paid by an agency or employer is left off. Only the family’s own money is listed.
When you record a payment by hand, Date received decides which year it shows in.
A card payment made at sign-up counts once, at what the card was charged.
At a drop-in center, care paid from a prepaid balance shows in the year of the visit. It counts at what the family paid for it.
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