Follow these simple steps to generate and print bulk tax statements for your members and donors:
1. Navigate to the Giving Section
Log in to your account and go to the Giving section from the navigation menu.
2. Locate the "Print Statement" Button
In the Giving section, find the Print Statement button located at the top-right corner of the screen. Click on it to proceed.
3. Select Options from the Dropdown
Choose who you want to generate statements for:
All members (Individual statements): Generate statements for all individual members.
All members (Grouped by family): Generate family-based statements.
Donors without member profiles: Generate statements for donors who are not linked to a member profile.
Select the Time Frame for the statements. Available options include:
This week
This month
This year
Last year
Custom time range
4. Preview & Print the Statements
