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Status Not Prioritized
Categories Tax Summaries
Created by Guest
Created on Jan 23, 2023

Customize transaction columns in tax summary

I would like to add a column to the tax summary option for our tax letters. I always include 'appeal' on our tax letters so our donors can remember why they gave those donations (specific event, specific restricted fund, etc.). Unfortunately that means we can't use the 'tax summary' feature this year and will have to go back to using a data table.

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