Page tree

This checklist helps ease the strain and worry of closing the year.

(tick)  Enter all contributions for the current year.

(tick)  Print the End of Year Donor Substantiation report. On the Reports tab, click Contribution Reports, and navigate to Financial Reports > Tax Reports > End of Year Donor Substantiation.

(tick)  Print any other reports that you need.

(tick)  Complete the New Year Fund Setup process.

(tick)  Review your fund structures, and make any necessary changes.

(tick)  Back up your data.


Remember to perform a backup before closing the year.

Related Topics