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 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.
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.