Tax Statements

When you use ALIS Billing to invoice all your resident charges, you can also provide your residents with Tax Statements detailing how much they paid for categories of services. 

This is a simple document that contains a customizable message and a table of all charges billed for the selected period. 

Accessing Tax Statements

You can print and email Tax Statements from the Statements page.

You can access this from two places:

1. Billing menu > Statements > Tax Statements Tab
2. Resident profile > Billing section (toward the bottom of the page) > Payers > Click Generate Tax Statement

Once you are on the Tax Statements tab, you can filter for the payer you want to prepare a Tax Statement for (Prepared For filter), filter for a specific period, invoice preference, and more. Click the Refresh button to apply your filters.

• In the table of payers, you can use the checkboxes on the left to select specific payers or all payers, and then click Print or Email.
• The Print option generates the document as a PDF.
• The Email option takes you to a page to confirm the email addresses you want to receive the document. After you confirm, you can email the document directly from ALIS!

Settings

To edit the message displaying on the Tax Statements, you need to access Billing Settings.

Go to Settings > Billing > Click Tax Statements. 

Here we can edit the community's EIN, the Body Text of the document, and Signature. We also have the option to display Prepayments and Unapplied Credits on the Tax Statements. 

Click Preview Template at the bottom right to see a sample document.