Year-End Tax Receipts/Annual Statements
Instructions for sending year-end tax receipts/annual statements by mail or email.
- Quickly generate a simple annual gift statement in your account
- Generate and send customized year-end tax statements/receipts
- Send customized email tax receipts/annual statements
- Reports: Use smart fields to enhance constituent report building and mailings
- Add receipt numbers to a year-end mailing (for Canadian customers)
- Watch a webinar on how to create year-end tax statements/receipts