How to manage the IRS Disclaimer donor statement option
- On the Navigator Bar, expand Reports and select Donor or select the Donor page link from the Reports Card.
- Select the Configure Report action button in the upper right corner and then select Contents.
- At the top of the Report Contents page, there are two tabs. The page opens on the Statements tab which is where you may update the IRS Disclaimer option.
- The IRS Disclaimer options are in the middle of the Report Contents pop-up. Simply choose which option is correct for the statements you are generating.
- Select the Save & Close button at the bottom of the page.
Please sign in to leave a comment.