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Understand & Generate Tax Billing Statements as Admins
Understand & Generate Tax Billing Statements as Admins

Billing statements reflect all billing-related activities that occurred on a student’s account in the specified billing period

Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Statements provide a summary view of all billing activity that has taken place in a given statement period. Statements are generated as a PDF and are linked from the Student Account on Playground's web or mobile app.

The last page of the statements can be used for tax purposes. Primary guardians on the account can generate their own statements for any period at any time from the mobile app or web dashboard using these instructions.

The article below outlines how to generate statements and how to read the statement.

Generate a Statement

You can generate a statement to see what families see. You can also regenerate a statement and send it directly to a family. Statements will be generated per family, meaning all siblings will be included on one statement, or with however many siblings selected.

To generate a statement:

  1. From the Students tab of the Admin Dashboard, click on the student for whom you want to generate a statement.

  2. Navigate to their Payments tab and scroll down to the Statements section.

  3. Click Generate Statement.

  4. Next, specify the date range of the statement. You can either select All time or specify the Date range of the period.

  5. If you'd like to send the statement to the primary guardians, select the checkbox to the left of Notify Primary Guardians of This Statement.

  6. When ready, click Generate.

  7. A line item will appear in the Statements section with the new statement that was generated. Click View to download a PDF of the statement.

    1. Your provider's Taxpayer Identification Number (TIN) should be visible on the top right of each page of the statement. If the statement does not have a Taxpayer Identification Number (TIN), follow this guide on how to add taxpayer identification number.

Read a Statement

When a provider adds a student to their billing platform, they will determine the child's billing frequency. This interval dictates the frequency in which a new statement will be displayed on the student’s account. This also determines the due date and overall billing cadence.

Top of the Statement

At the very top of a Playground statement, you'll see basic provider, student, and balance information including:

Statement Number

Statement Generation Date

Provider Information

Student(s) Name(s)

Amount Due

Current balance due, including any overdue amounts.

Current Balance Due Date

Statement Summary

Next, you'll see a Statement summary section. This section will include:

+ Overdue Balance Amount ($)

Any amount overdue from previous period

+ Debits ($)

New charges due for the current billing period

- Credits & Payments ($)

Deductions or payments that reduce the current balance

= Ending Balance ($)

The total of the above three numbers

Itemized Ledger

Below the summary, you'll see an itemized Ledger. This section will include every single charge, payment, and credit recorded for the time period of the statement. The columns in this section include:

Invoice Date

Date the charge is added to the student's current balance


Description of the charge with optional service dates

Due Date

When the item is due

Student(s) Name(s)

The student(s) the items are assigned to

Charges ($)

Charge amount posted to the student's account that families are responsible for and that is added to the current balance

Credits ($)

Deductions or payments made that reduce the balance amount

Balance ($)

A running current balance as charges and credits are added to the ledger


The very last page of every Playground statement will include an itemized list of payments made. This is often used for end-of-year taxes or to submit to employers for reimbursement. This section will include:

Payment Date

Date of transaction

Payment Method

Payment method used for transaction. If it was an offline payment, the provider will record the type of payment method used (i.e. cash, check, Venmo, Zelle, etc.)

Amount Paid ($)


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