Parks and Recreation Knowledge Base

Retrieve a Client's Childcare Tax Statement

Updated on

Childcare tax statements detailing total annual payments are issued each year for the previous year’s enrollment.While patrons can typically access these documents directly through PARKS DIRECT, some may have difficulty finding them for a variety of reasons (i.e., updated email address, no email address on file). If a client cannot locate their copy, they are instructed to reach out for assistance.

1. Sign in to RecTrac and select the menu icon on the upper-left corner.

2. In the search bar, type "statements" and select Statements under the results.

Filtered menu showing search for “statements” with Statements selected from results.

3. Select the Statement History tab. PARKS DIRECT opens the Statement Criteria tab by default.

Statements screen with Statement History tab selected.

4. Search for the client’s statement by using the household number or last name filters.

5. Highlight the client’s statement, then select View on the bottom left of the window.

Statement History datagrid showing a client statement highlighted with View button selected.

Download the statement and email it to the client

6. Download the statement as a PDF.

Childcare tax statement PDF open with download button highlighted.

7. Next, email the client's tax statement PDF.

Optional email template:

Hello [Client Name],

Enclosed is your childcare tax statement as of [Date]. Please reach out if you have any questions or concerns regarding your statement, and we'll work with you to find a solution.

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