--- title: How to Create Parent Payment Reports (e.g. Tax Receipts, Donation Receipts) description: How to create and send payment reports to customers. --- [Skip to content](https://support.tuiopay.com/a.-what-are-parents-reports-and-how-to-create-one#main-content) English Show submenu for translations [![TUIO-logo-cmyk.png](https://support.tuiopay.com/hs-fs/hubfs/TUIO-logo-social-type-400x400-rgb.png?width=125&height=125&name=TUIO-logo-social-type-400x400-rgb.png)](https://support.tuiopay.com?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Contact support](mailto:support@tuiopay.com) [Contact support](mailto:support@tuiopay.com) How can we help you? - There are no suggestions because the search field is empty. 1. [Support for TUIO Admins](https://support.tuiopay.com/?hsLang=en) 2. [Parent Management & Communications](https://support.tuiopay.com/parent-management-communications?hsLang=en) 3. [Parent Management](https://support.tuiopay.com/parent-management-communications?hsLang=en#parent-management) October 10, 2026 # How to Create Parent Payment Reports (e.g. Tax Receipts, Donation Receipts)   [![](https://cdn.loom.com/sessions/thumbnails/6d06e99d08b44fad831c31f81198605a-8ac61c6dd909382d-full-play.gif)](https://www.loom.com/share/6d06e99d08b44fad831c31f81198605a) The video shows an earlier layout. Follow the current steps below. ### Create a receipt batch Use a receipt batch to prepare parent payment reports for selected programs and a payment period. Parents can download available receipts in their portal. 1. Open **Reports \> Receipts \> Tax receipting**, then select **Create batch**. 2. Enter the required **Batch name**, **Receipt description** and **Total line label**. Include the information your school needs on the receipt. 3. Choose the **Format**, then select the **Programs**. Use **Add all active programs** when appropriate and review the selection, including any relevant older programs. 4. Enter the **Payment start date** and **Payment end date**. The end day is included. 5. Review **Include invoices for registration fees** and **Include successful transaction history**. 6. Enter the **Name of organization administrator** and select **Create**. ### Review settings and preview Open the batch’s **Settings** tab to review its details and upload an administrator signature if needed. Select **Download preview receipt** before sending. Check the payment period, school details, receipt label, family information and amount. Receipt PDFs show the payment period with **(ET)** for Eastern Time, including on the transaction-history page. Acceptance for tax claims or reimbursements depends on the receiving organization’s requirements. Once receipts have been sent, the batch scope can no longer be changed. Confirm the programs, payment dates and scope options before distribution. ### Review and send individual receipts Open the **Receipts** tab. Review each student, parent, paid amount, receipt amount and receipt status. Where available, use the Receipt checkbox to create a receipt and edit the Receipt amount as needed. Select **Send** for the intended parent when the receipt is ready. Check the receipt status afterward. Use the row’s three-dot menu for individual receipt actions, or **Download all** for the batch. Review corrected amounts before sending an updated receipt. ### Duplicate a batch From the batch list, open its three-dot menu and select **Duplicate**. Review the prefilled name, payment dates and programs before creating the new batch, then preview it before sending. ### Help parents find their receipts Share [How to download a tax receipt or payment statement](https://parentsupport.tuiopay.com/how-to-download-a-tax-receipt-or-payment-statement?hsLang=en). Parents use **Invoices \> Tax receipts**. Your school should review requests to correct receipt details. ### Create batch example Scroll within the dialog for batch scope, payment dates and administrator details. ![Create tax receipt batch dialog showing batch name, receipt description and total line label.](https://support.tuiopay.com/hs-fs/hubfs/clipboard-jpeg-Oct-08-2026-10-45-21-5272-PM.jpeg?width=670&height=326&name=clipboard-jpeg-Oct-08-2026-10-45-21-5272-PM.jpeg) ### Review example Compare Paid amount with Receipt amount and check Receipt status before sending or correcting a receipt. ![Receipts tab showing paid amount, receipt amount, sent status, Send and Download all.](https://support.tuiopay.com/hs-fs/hubfs/tax-receipt-review.jpg?width=670&height=326&name=tax-receipt-review.jpg) ### Batch scope after sending After receipts have been sent, the programs, payment dates and scope checkboxes are locked. Review these selections before sending the first receipt. ![Sent receipt batch with locked program selection, payment dates and scope checkboxes.](https://support.tuiopay.com/hs-fs/hubfs/receipt-scope-lock.jpg?width=670&name=receipt-scope-lock.jpg) ### Receipt PDF example This generated preview uses fictional sample details. Check the period marked (ET), receipt description, student, total and administrator information before distributing receipts. The preview is a layout example, not a family payment record. ![Generated receipt preview showing the payment period in Eastern Time, fictional student details, total and administrator.](https://support.tuiopay.com/hs-fs/hubfs/demo-receipt-pdf-page-1.png?width=670&name=demo-receipt-pdf-page-1.png) - [Billing & Payments](https://support.tuiopay.com/billing-payments?hsLang=en#main-content) - [Overview & Structure](https://support.tuiopay.com/billing-payments?hsLang=en#overview-structure) - [Programs & Payment Plans](https://support.tuiopay.com/billing-payments?hsLang=en#programs-payment-plans) - [Students & Enrollments](https://support.tuiopay.com/billing-payments?hsLang=en#students-enrollments) - [Invoices](https://support.tuiopay.com/billing-payments?hsLang=en#invoices) - [Donations & Fundraising](https://support.tuiopay.com/billing-payments?hsLang=en#donations-fundraising) - [Forms, Attendance, Class & Student Management](https://support.tuiopay.com/forms-attendance-class-student-management?hsLang=en#main-content) - [Student Management](https://support.tuiopay.com/forms-attendance-class-student-management?hsLang=en#student-management) - [Registration & Non-Registration Forms](https://support.tuiopay.com/forms-attendance-class-student-management?hsLang=en#registration-non-registration-forms) - [Attendance & Class Management](https://support.tuiopay.com/forms-attendance-class-student-management?hsLang=en#attendance-class-management) - [Parent Management & Communications](https://support.tuiopay.com/parent-management-communications?hsLang=en#main-content) - [Parent Management](https://support.tuiopay.com/parent-management-communications?hsLang=en#parent-management) - [Communications & Notifications](https://support.tuiopay.com/parent-management-communications?hsLang=en#communications-notifications) - [Reports, Exports & Reconciliation](https://support.tuiopay.com/reports-exports-reconciliation?hsLang=en) - [Platform Management & Settings](https://support.tuiopay.com/platform-management-settings?hsLang=en) - [Software Releases & Future Roadmap](https://support.tuiopay.com/software-releases-future-roadmap?hsLang=en#main-content) - [🚀 Future Roadmap](https://support.tuiopay.com/software-releases-future-roadmap?hsLang=en#future-roadmap) - [🆕 Software Releases](https://support.tuiopay.com/software-releases-future-roadmap?hsLang=en#software-releases) - [Integrations](https://support.tuiopay.com/integrations?hsLang=en) Copyright © 2026, TUIO