Job Aids > Year End Tax Letters

Year End Tax Letters

Compass-360 can streamline the process of producing your year end tax receipts for your donors.

  1. First, head the the File Cabinet module to create or upload your year end tax letter.
  2. To produce a detailed list of the constituent’s donations, use the «d_detail_block» merge field, which will list out every donation between the time frame provided.
  1. From the Query Module > Income, run the Income Query [0059] Consolidated Query (i.e. End of year).
  1. Choose the income types you want to generate the tax letter for and the date range (likely January-December) you want pull.
  1. Preview the results of the query, filter and organize the layout as desired.
  2. Click the Letters button at the bottom of the query to open the mail merge tool.
  1. Confirm the total number of letters to be mail merged.
  2. Select the year end tax letter from your document list.
  3. Add market value and allocations if you track these and want to display them for your donor.
  1. Click the Start Merge button to begin the mail merge.
  2. Preview the results and print as desired.
With the Detail Block merge field, all gifts and income records for the constituent will be itemized in the letter.

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