Tax Season Simplified
Make sure your organization's EIN/Tax ID appears on your Year End Giving Reports!
You can easily enter your EIN/Tax ID in the Settings section of your Back Office.

How it Works:
Log into your Back Office Administration and navigate to the Settings section (top right hand corner next to your Org name)
  • Scroll to the bottom of the page
  • Find the 'Tax ID/EIN'
  • Select Save
The change is automatically in effect and will have your Tax ID/EIN appear on your Year End Giving Reports that your donors can use for their taxes!

Accessing The Year End Giving Report:
When logged into your Back Office click the REPORTS tab
  • Choose the Year End Giving Report in the Report drop down menu
  • Filter the date range as the entire calendar year
  • Click SHOW

You can either click the SEND EMAIL button and our program will send an email to each individual who has donated under a member account during the date range selected with a PDF of their personal giving. 

OR

You can click EXPORT TO PDF and a file will open up on your computer of everyone's giving history on separate pages for you to print and send or email to specific donors.