NEW FEATURE REQUEST

Tax Summaries

Showing 7

Insert a logo in tax summaries

Insert a logo in tax summaries so the design reflects your organization's branding.
10 months ago in Tax Summaries 0 Released

Add EIN to year end tax summary

It would be useful to include our EIN under our company name and address because this is a best practice for donor donation records.
about 1 year ago in Tax Summaries 0 Released

Track deductible amount on pledge payments

A way to track and communicate to a donor how much of each payment was tax deductible, not just how much of the overall pledge is tax deductible.
about 2 years ago in Tax Summaries / Transactions 3 Released

Tax Summary PDF by Household

Providing the Prior Year Tax Summary PDF by household would allow for streamlined reporting and sending of tax receipts to donors. In many instances, households share finances and do not wish to have two separate emails sent to each individual wit...
about 2 years ago in Tax Summaries 0 Released

Include in-kind donation section in tax summaries

so donors be reminded of their in-kind support without listing a tax deductible amount.
10 months ago in Tax Summaries 0 Released

Include soft credit impact section in tax summaries

Include soft credit impact section in tax summaries
10 months ago in Tax Summaries 0 Released

Include volunteer activity section in tax summaries

Include volunteer activity section in tax summaries to recognize the amount of time the constituent volunteered in the last year.
10 months ago in Tax Summaries / VMS Integrations & API 0 Released