How to get my Tax Report
How families can get their own tax reports
Parent who are invited to Seer are able to get their tax reports from their own logins. While this can be grabbed from both Mobile and Desktop view, we recommend Desktop view from a computer as it give you a .pdf file of your Tax Report.
From Desktop
From your home screen, you will want to go into your Money section listed on your main menu on the left side of your screen. Once you are there you will be on your All Payments page where you will need to be. Next to the blue export button is a Tax Report button that will allow you to select and export your tax report you will need. Select the year, children and payers you want to show on the report and click Generate. If you leave the send to me box selected, it will also put a message inside your Seer inbox where you can download the generated report from there as well.
Here is a quick video showing how to grab this from Desktop:
Parent who are invited to Seer are able to get their tax reports from their own logins. While this can be grabbed from both Mobile and Desktop view, we recommend Desktop view from a computer as it give you a .pdf file of your Tax Report.
From Mobile
From a mobile login on your home screen, you will want to go to your profile which can be reached from the far right option on the main menu located at the bottom of your screen. Once inside, you will want to go to the Money section and to the right at the top will be where you can generate a tax report. Select the year, children and payers you want to show on the report and click Generate. If you leave the send to me box selected, it will also put a message inside your Seer inbox where you can download the generated report from there as well.
Please Note: The Centers tax ID information will be displayed in top right corner of the report when viewed.