Overview
The Household Financial Report is an extract that that you can run for the current year or previous year that will display all program payments made by all household members during that year for tax reporting purposes. The report displays all program registrations and payments made in that year, sorted by Household Member, then Program Type, then Program Name. The report also displays Payer Name.
Household Financial Extract Report
- Go to the Members tab and perform a search on any household member, and click on the name to view the member's Household
- Click on the Household Financial Reports drop down and select the year for which you'd like to run the extract.
- The report will download as an Excel file.
