15
VOTE
Status
Not Prioritized
Categories
Letters
Tax Summaries
Created by
Guest
Created on
Jan 19, 2023
RELATED FEATURE REQUESTS
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.
I didn't realize this was not possible until reading this. Creating individual year end tax summaries for hundreds of donors will be impossible :(
I print my batch of tax letters by utilizing letters. I filter based on the end of year tax report. In the letter design, I inserted a Bloomerang Table to list donations.
This would be very helpful. Please add the feature.