NEW FEATURE REQUEST

Tax Summaries

Showing 6

Current Year To Date Tax Summary

It is very useful to us to have a year to date tax summary available on each donor's profile, in addition to the previous few years. This exists in Kindful, but doesn't in Bloomerang (we just converted from KF to BL). We send current year tax summ...
20 days ago in Tax Summaries 0 Not Prioritized

Ability to customize the format of tax summaries

Ability to customize the format of tax summaries like color, spacing, etc.
6 months ago in Tax Summaries 0 Not Prioritized

Option to consolidate split payments in tax summaries

Option to consolidate split payments in tax summaries for situations where donors just need payment details and don't want to see details about how each split was designated.
6 months ago in Tax Summaries 0 Not Prioritized

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 ...
almost 2 years ago in Tax Summaries 0 Not Prioritized

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