Create a Yearly Tax Receipt*

Written by Dana Kinsey

Last published at: May 7th, 2019

Create a Year-End Donation Tax Receipt to print or email to your Donors. This document will contain all donations made by the selected donor for the year.

  • Go to System Data from the Home page
  • Click Templates from the left menu
  • Select Examples
  • Choose the Yearly Tax Receipt template and Download it to your computer
  • Edit the template with your messaging and add the appropriate Merge Fields and your Logo
  • Upload the template into CommunitySuite Templates
  • Test the template by selecting Verify/Test from the left side of the screen

If you do not upload an edited template, the system will use the generic Year End Tax Receipt - see example below.