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