How Donors Download Tax Statements
This article provides steps for a Donor to download their own tax statements.
Donors with a public Online Giving account can download their own tax statements that include a fund summary and the contribution details.
Complete the following steps to download a tax statement:
1. Login to the donor account.
2. Select My Account.
3. Look under Tax Statements. All organizations the donor is part of are viewable.
4. Click on download the desired tax statement and year to view.
Note* All contributions for this donor's envelope number are also included in Directory.
If the spouse has a public account or if they have also used envelopes throughout the year, these contributions are included.
The Contributions Summary contains a fund summary and the contribution details.
Note* Visual steps are best viewed at full screen. Click Esc on your keyboard when you are finished viewing.