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      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.