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Year-End Tax Receipts/Annual Statements

Instructions for sending year-end tax receipts/annual statements by mail or email

  • Quickly generate a simple annual statement in your account
  • Generate and send a customized year-end tax statement/receipt by mail
  • Reports: Use smart fields to enhance constituent report building and mailings
  • Add receipt numbers to a year-end mailing (for Canadian customers)
  • Use smart fields in a custom year-end tax statement mailing
  • Send a customized year-end tax statement/receipt by email

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