Preview of Donor Tax Documents for Easier Review

Admins can now preview donor tax documents before sending them out.

How to Preview Tax Docs:

1. Go to the "Donor Portal" tab.
2. Click on "Profiles" > “Tax Documents.”
3. Select a Tax Year and enable Custom Tax Documents.
4. Click “Preview.”
5. Click "Preview as a Specific Donor" to view associated contextualized variables.
6. Review the Document & Make Edits if Needed.