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This section includes step-by-step instructions for printing the Charitable Contributions Report, the Flex Statement, and the Plain Paper Statement. We've also included tips for proofing the statements before you print them and for the setup options to select for various scenarios.
You can print the Charitable Contributions Report to show either all gifts for all contributors or only gifts from contributors that qualify under IRS regulations.
How gifts reflect on statements
These entries display on statements.
Gift with Description
These entries display on statements. The Description field prints on the Plain Paper Statement and Charitable Contributions Report only.
Gift for Item of Value
These entries print on statements for the total amount posted.
If gifts are posted as non-cash with a zero dollar amount, nothing shows on statements.
These entries print on statements as on all other entries, but they do not display on the Charitable Contributions Report or the Plain Paper Statement.
If you enter check numbers during transaction entry, the check numbers print on the Plain Paper Statement and Charitable Contributions Report.