Downloading your Tax Package

The Tax Package gives your tax preparer your year’s numbers in two files: a PDF summary and a spreadsheet of every transaction.

Download it

1. Go to Finances → Tax Package.
2. Pick the Tax year. It starts on last year, since that’s usually the one you’re filing.
3. Check the summary: total income, total expenses, net profit, business miles and time-space %.
4. Click Download Tax Package (PDF) and Download ledger (CSV).
5. Email both files to your tax preparer.

What’s in the PDF

• Profit & Loss: income and expenses by category for January 1 to December 31, with net profit.
• Other income detail: each CACFP payment, grant or other non-family income.
• Mileage: business miles per vehicle and the total.
• Home use: your time-space percentage, with the square footage and business hours behind it.

What’s in the CSV

One row per transaction for the year, with date, type (income or expense), category, description and amount. It opens in Excel or Google Sheets.

How time-space % is calculated

• Space: the square footage used for child care divided by your home’s total square footage. Set in your company settings.
• Time: your business hours for the year divided by 8,760 (the hours in a year). Business hours come from your weekly business hours, including any special-hours periods.
• Time-space % = time × space.

Closed days and holidays aren’t subtracted. Your preparer will confirm the final figure.

Before you download

• Make sure all expenses for the year are entered.
• If you switched to KidKeeper billing partway through the year, add your earlier income first. See Switching from the old billing system mid-year.
• Check your square footage in company settings.