The Access ACS Plain Paper Statement Extract lets you upload contribution records to Access ACS.
The extract creates a detailed file of gifts for each contributor that is included when you upload to Access ACS. This statement file contains prepayments made in previous years and is always based on a calendar year. It features a return address field, and the option to upload pledge information and fund summary. Statements display on the individual's Access ACS record until you extract or upload them again.
You can select an unlimited number of funds. The fund summary lists the total gifts, total pledge, prepayments made in previous years, and the pledge balance by fund, but does not include funds with zero amounts.
After uploading this extract, contributors can print the Plain Paper Statement report in Access ACS.
The Access ACS Plain Paper Statement Extract meets the IRS requirements for reporting charitable gifts. It provides a detailed list of contributions, and acknowledges the IRS requirements for reporting non-cash gifts, items-of-value gifts, and contributions totaling $250.00 or more in one day.