How Can I Send Tax Receipts?

ActivityHero makes it easy to send tax receipts to all your families. This guide shows you the steps to send them.

How to Send Tax Receipts
Tax ID Requirement
What Families Receive

How to Send Tax Receipts

1. From your Dashboard, hover over the Communication tab and select Send Tax Receipts.
2. Select the tax year from the dropdown menu.
3. Click Preview to review the information before sending.
4. Click Send Tax Receipts to send each family's tax information individually.

Tax ID Requirement ↑

Your Tax ID is required to send tax receipts. If it has not been added to ActivityHero, you are prompted to do so before proceeding. Type your Tax ID in the correct nine-digit format (XX-XXXXXXX), then click Update.

What Families Receive ↑

Families receive an email containing tax-related details for all participants and siblings who attended your program during the selected tax year. The email includes:

• Tax Information: Year, Tax ID, Business Name, Address, and Phone Number.
• Program Details: Participant Name, Session Name, Session Dates, and Amount Paid.
• Email Subject Line: [Year] Tax Receipt from [Your Business Name].

If a family reaches out individually for receipts, you can send them this article:

Where Can I Find a Business Tax ID or Get a Receipt?