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Help center/Receipts & taxes/Generate year-end tax summaries

Generate year-end tax summaries

Receipts & taxes · 3 min read

Produce compliant annual statements for every donor in one bulk action and email them in minutes.

At year-end you can generate annual giving statements for all qualifying donors at once, in US (IRS) or Canadian (CRA) format, with the right charitable-status language.

Steps

Open Tax Summaries and choose the year.

Generate statements in bulk and send them by email in minutes.

Donors can also re-download their summary anytime from the donor portal.

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  • Customize your receipt brandingPut your logo, colors, and signature on automatic gift receipts and acknowledgement emails.→
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