Year-End Tax Receipts/Statements
Instructions for sending year-end tax receipts/statements by mail or email.
- Generate and send year-end tax statements/receipts
- Reports: Use "Smart" fields to enhance constituent report building and mailings
- Add receipt numbers to acknowledgments (for Canadian customers)
- Add receipt numbers to a year-end mailing (for Canadian customers)
- Watch a webinar on how to create year-end tax statements/receipts
- Send email tax receipts/statements