How to Print a Tax Receipt for a Specific Donor

Julianne Manning -

Instead of printing out tax receipts for all your donors, you can just print out a tax receipt for one specific donor. When you print off your donor’s tax receipts you have two options. This first option is to print out a batch of tax receipts, which would include any donations made up the date you are printing out their receipt or for the year displayed. The second option is to print out a Year-to-Date receipt that would capture all the information, even if prior batches were printed.

To print off a tax receipt for a specific donor, search for them under the Donor tab, click to highlight their name and click on View Transactions.

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On the next page click on Tax Receipts form the left-hand side menu. Next, use the drop-down box to choose which year you would like to see and click on Display. New tax receipts from the selected year will be in the first box. Click on Print New to create a batch and print out the receipt.

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If you want to print out a Year-to-Date receipt, first check the “Include the Entire Year” box, then select your year, click on Display, and then click on Print New. This will create a batch that includes all the donations for that specific year.

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