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NEW FEATURE REQUEST

Tax Summaries

Showing 13

Print a batch of tax summaries for the year

I saw Tax Summaries on the bottom of each constituent's Profile page, but there's not a way to print those in a batch for year-end reporting purposes.
almost 2 years ago in Letters / Tax Summaries 0 Not Prioritized

Show the date a tax summary was created in user's local time zone, not UTC

Show the date a tax summary was created in user's local time zone, not UTC
3 months ago in Tax Summaries 0 Not Prioritized

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.
6 months ago in Tax Summaries / VMS Integrations & API 0 Coming Soon