Customer Portal
Customers can get a tax statement from the Customer Portal by logging in on a web browser (Chrome or Safari works best). This is the best way for your customers to download or print statements they can use for tax purposes.
Here are the steps for customers to print a tax statement from the Customer Portal:
Go to Transactions
Click the Printer icon (top right) → Print Transaction Summary
Pick the date range → Load → Print
Choose Save as PDF (then email it) or print
NOTE: Customers can still print tax statements even if the Enrollment Period or Program is archived or if the enrollment is deactivated. Printing is not available in the Enrollsy app, so they’ll be prompted to open a browser to print.
You can send your customers this support article that includes more detailed steps and a video: How to View/Print Transaction (Tax) Statements in the Customer Portal
Admin Portal
Admins can do the same from the customer’s Billing page → Transaction History → Printer icon → Print Statement or Print Transaction Summary, then pick dates and print or save as PDF. See this support article for a video and more details.
