We are in the process of creating a Year End Tax report for our donors. I had posted a request to the shared reports forum to see if any one had such a report available. However, it does not seem to be the case? Once I have ours , I am happy to share it if there is any interest.
While putting together the specifications I do have some questions though, that I was hoping to get some feedback on.
Do you ever get requests from donors for calendar year-end tax receipts, and how do you fulfill them?
When receipting a pledge with a non-dedcutible portion that spans multiple calendar years, do you account for the whole value of goods and services in the first year or do you pro-rate that?
thanks for your feedback!!
Monika
i've read the thread on this, as we are wanting to send year-end tax summaries to our donors for Calendar Year 2017. I am wondering . . .
Does anyone have:
-A customized report
-Word Document for merging with Date of Payment, Description and Amount Received in columns for each CID that will merge with an excel export from Tessitura to separate pages for each CID?
Miki