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.