Run a Tax Report for a Family or Member from the Directory

This article provides steps to run a tax report for a family or individual member from Directory via the family or member detail screen.

Staff can run a tax report from Directory that includes the fund summary and the contribution details. Tax reports can also be run via Online Giving or from the Reporting menu.

Steps to run a Tax report from the Directory:

1. From Directory go to Families and Members.

2. Search for and locate the desired family or member.
 


 

3. From the Family Details card click on the ellipses (3 vertical dots) and click on Tax Report.
 


Note* A Tax report can also be run for a member who is Tracked Separately by selecting the member from the Family Member’s card, clicking on View Details, and then from the ellipsis drop-down menu, selecting Tax Report.
 


4. On Configure Report select the Report Timeframe from the drop-down menu.

Note* The donor's name is pre-populated into the Donor field.

5. Enter the minimum total contribution. The system remembers and will pre populate the last amount entered into the field until it is changed. 

Setting the minimum total contribution will limit the tax report to only consist of donors who have given more than the minimum total contribution amount in the given time period.

 



6. Customize a cover letter.
 


7. Click on the box to to Send Emails. (Select this option to automatically email tax statements to donors who have emails addresses.)

8. Select from the Mailing Options in the drop-down menu. Tax reports can be created with the donor’s address listed in the header of a number 10 windowed envelope. 

9. Click on Run Tax Report to download the individual report.
 


10. Answer Yes to continue for the confirmation statement, “Donors that have email addresses will be emailed a copy of their tax statement. Any statements that cannot be emailed will be included in a PDF and downloaded. Do you want to continue?”
 


11. A pop up confirms Tax Statement emails have been sent.
 


The Contributions Summary contains a fund summary and the contribution details.
 


Click here for information on how donors download tax statements.

Note* Visual steps are best viewed at full screen. Click Esc on your keyboard when you are finished viewing.

 


 

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