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
- Send a customized year-end tax statement/receipt by email
- 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