top of page

Viewing and Downloading Tax Documents

  • Jan 4, 2023
  • 1 min read

Updated: May 13

Downloading tax documents can be done through the Year End Statements card on the home page during tax season or through the "View Transactions" item in the menu.


  1. To view and download your tax documents through the home page.


Walkthrough for parents to learn to view and download tax documents.
Viewing and downloading tax documents

  1. Click on the card at the top of your home page or go to the View Transactions in the menu.

  2. At the top of your transactions click on "Year End Statements"

  3. Click on Show PDF.

-- Scroll down to see how to download print, or email your document.























To Download your documents click on the share button or save button in your device. This is an example on an iPhone.



  1. Click on the share button, save button or send button on your device. These may look a little different depending on if you use an iPhone or Android.

bottom of page