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Create year end charitable tax statements
Create year end charitable tax statements

Send out year end statements for any charitable contributions made through your registration page. This provides a tax receipt.

Ashley avatar
Written by Ashley
Updated over a week ago

If you accepted any donations through your RegFox pages or had tax deductible values applied to any fields, you can send out digital or printed year-end statements to your donors. This is applicable for organizations that are a registered public charity 501c3.

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Note: this feature is currently only available for customers processing in USD.

Year-end tax statements can be emailed to donors quickly and easily. You are also able to individually download statements for each donor.


Getting Started

  • From the Pages screen, hover your mouse over Extras at the top of your screen

  • Select Send Year End Statements from the dropdown

  • Select the year you would like to generate statements for

NOTE: Statements are generated by calendar year. So the current year will not appear until January 1 of the next year. For example, if you are trying to view 2023 statements on December 27th, 2023, you will not be able to. 2023 statements will become available on January 1, 2024.

๐Ÿ’กTip: If you would like to view an individual statement, you can search and click Details on the statement you'd like to view. This will allow you to view and print individual statements


Customize your statement template

  • Click the Send Statements button. Don't worry, this won't actually send them (just yet)

  • If you've sent year-end statements in the past, you can load a previous year's template

  • Or, you can load information from the Organization Details from your Account Settings (either way, you'll be able to edit the details below)

  • Make whatever edits you'd like to the Email subject line, from name, email it will send from

  • Also edit your organization's details such as organization name, organization address and tax ID#

  • Customize the message you'd like to send in the body of the email. The donation details will auto-fill right above the custom message in the email

  • Once the message looks good, click the Save and Review button for a final lookover then click Send Now


Sample Year-End Statement

  • Here is a look at what an emailed year-end statement would look like.


Recipient Receipt

  • Once all have been sent, you will receive a confirmation email confirming which recipients were sent a year-end statement.


Download Individual Statements

  • To view and even download individual statements, you can search for the person you'd like to view

  • Then hover your mouse over their record and click Details on their row

  • To download an individual statement, select Details for the Donor.

  • Click the Year End Statement button to generate a PDF of their year-end statement


FAQ

Q: Are donations collected through my RegFox page(s) automatically recorded as tax deductible?

A: Yes, if you are using our donation field or have tax deductible values turned on and set, those donations will automatically be set as tax deductible.

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