What This Article Helps You Do
This area helps ensure your year-end receipts and reports are accurate and tax-compliant, based on your recorded contribution data.
These tools are especially important when donations include goods or services, such as event tickets or premiums. You don’t need to know tax rules by heart—the system helps calculate the right amounts once the data is entered correctly.
Pause-friendly: Nothing in this section sends receipts automatically. You can review and adjust before taking action.
What This Includes
| Feature | Benefit | When You’d Use It |
|---|---|---|
| Tax-deductible tracking | Accurate receipts | When goods or services were provided |
| Postal mail exports | Offline delivery | When donors don’t use email |
| Contribution review | Fewer corrections | Before sending any receipts |
Important Timing Notes
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Year-end contribution summaries reflect the prior calendar year
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Postal mail exports for year-end giving cannot be used until January 1
These timing rules help prevent incomplete or incorrect receipts.
Common Things You’ll Do Here
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Track Fair Market Value and Tax-Deductible Amounts
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Review contribution statuses and exclusions
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Export year-end receipt data for postal mail
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Separate receipts by designation (for example, tax-deductible vs. non-deductible)
These tasks affect donor tax acknowledgements. It’s okay to move slowly and double-check your work.
What Do You Want to Do Next?
Choose the task that fits your situation:
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How do I track tax-deductible amounts of contributions?
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How do I create year-end gift receipts for postal mail?
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How do I review contributions before sending receipts?
If you’re feeling unsure, reviewing contributions first is a safe place to start.
What Else Do You Need Help With?
Not what you’re looking for? You can return to the Overview: End-of-Year Giving & Tax Receipts article to choose a different path, or review the article focused on year-end donor communications.