BigSIS will generate your tax receipt letters at the end of the year so donors know how much they've paid throughout the year and thus have accurate numbers for IRS reporting.
The Tax Receipt Letter will only display payments during the calendar year. For example, if a donor pledged $1000 in December 2018, but didn't make a payment towards that pledge until January 2019, then the $2000 pledge will not show up on the letter because an actual payment has yet to be received. This is because the IRS is only concerned with payments that have been made, not payments a donor has promised to make.
Though BigSIS allows you to adjust the calendar year dates, a true Tax Receipt letter only lists payments made during the calendar year.
Generating a Tax Receipt Letters with Examples
From the Dashboard:
- Go to Donations > Donation Reports > Tax Receipt Letter by Donor Profile
- All Letter Page Options refer to the first page of the letter. The second page lists the payments. If you only want the Payment Page, and not the first page, scroll down to "Output Options" and uncheck the "Print Letter Page" checkbox.
- All Payment Page Options refer to the second page of the report that lists only the payments. If you only want a letter page and not a Payment Page then scroll down to the "Print Payment Page" checkbox and uncheck it.