Year- End Tax Receipts

Julianne Manning -

The Year-End Tax Receipt process is made easy on your All in One Stewardship Technology platform. You can personalize your letter and even add your signature. Follow the steps below to see how simple it is to print off your tax receipts! 

Step 1: Personalize Your Statement

Hover over the gear icon at the upper right-hand corner and click on Settings. Then click on Tax Receipt Settings from the left-hand side menu. On this page, you can change what you want the body of your text to say, upload a signature image, and choose what form type you would prefer.

Form Types

  • The basic form includes date, transaction amount, yearly total and the designations on the second page.
  • The form without details does not include designation details.
  • The form with details includes the date, designation, and transaction amount on the same line, and then yearly total.

Make sure to save your changes at the bottom of the page.

 

Step 2: Double Check Your Designations

Only the Designations that have the Include on Tax Receipts box check, will be included on your statements and in your donor’s total. Before you print out your tax receipts, double check that this box is checked for the designations you wish to include.

Click on the Designations tab, then click to highlight the designation you would like to edit, and then click on Edit.

 On the next page, make sure that the Include on Tax Receipts box is check and then click on Save at the bottom of the page.

 

Step 3: Print of your Tax Receipts

To print out your Tax Receipts go to the Reports tab. Then click on View Tax Receipts from the left-hand side menu. Use the drop-down box next to Year, to choose what year of tax receipts you would like to print. Then click on Display. Once the tax receipts are highlighted. Click on Print All. Please note that once you hit print, the system creates a batch of your tax receipts. This batch cannot be combined with any other future batches for that year.

 

 

 

 

 

 

 

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