How do I generate donor summaries / EOY tax receipts?
Flocknote People
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It's never been easier to generate and send your members their donor summaries for tax purposes at the end of the year -- there is no label-making or mail merge necessary! Watch the short video below to learn more about this fancy-pants feature. Please note that only Super Admins with giving privileges will be able to view and generate these reports.
By default, all tax-deductible funds will be included in the end-of-year donation summaries. To exclude a fund from these summaries, simply uncheck the box when creating the fund or make this edit via the Fund Settings section.
To set the fund's tax-deductible status when creating the fund:
- Click the green Add Fund button on the main Giving Tracking page.
- Make sure the checkbox is selected that says This fund is tax deductible.
To edit the fund's tax-deductible status after creating the fund:
- Select the fund name from the Giving Tracking page to open that fund.
- Click the cogwheel icon at the top of the fund to access the Fund Settings.
- Select or deselect the checkbox that says This fund is tax deductible depending if you want the fund to appear in end-of-year donation summaries or not.
Funds that are not tax deductible and thus excluded from end-of-year summaries will be marked with an icon:
