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How to Share a Family’s Tax Documents

  • May 13
  • 1 min read

Step 1: Open the Family Account

Navigate to the family account and select the View Family Transactions button




Step 2: Click the Tax Documents Icon

Click on the Year End Statements dropdown at the top of the page to expand and view all available tax statement PDFs for the family.




Step 3: Open the Tax Document

Select the appropriate year if needed, then click Show PDF to open the family’s tax statement.




Step 4: Print, Save, or Share the PDF

Once the PDF opens, use the buttons at the bottom of the screen to:

  • Print the document

  • Save the PDF to your device

  • Share the document directly with the parent or guardian



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