55 MINS
End of Year: Sending a Tax Letter and Email
Training webinar on how to send a tax letter and email in DonorPerfect.
*for the US
Categories: Training Webinars, End of Year
End of Year: Sending a Tax Letter and Email Transcript
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Hello and welcome to our pre-recorded webinar on the U.S. end-of-year tax letters and emails. If you happen to be one of our Canadian clients, we do have a different set of steps that you’re going to have to follow in a different webinar for everybody else in the United States preparing their end-of-year tax communications. You are in the right place. I am Sean Patero, your training specialist, here to guide you through this process that you probably might have forgotten if you’ve done it before. I would have if I was in your shoes and didn’t have to talk about this as much as we do. You only do it once a year. Fortunately, the process hasn’t changed all that much. Here is your refresher. We have some best practices every time that we do this, where first you’re going to make a backup of your database before merging duplicates. If you’re not doing this already, here’s a great opportunity. Once a year, before we do the end of year tax letter or email, we want to make sure that our constituents are only represented in one file, so that we’re only sending them one letter or one email. We do have a different webinar about this that you can check out. Make a backup beforehand. Merge those duplicates before double checking. Perhaps one other thing: our year and calculated fields throughout DonorPerfect. We have smart fields that we call calculated fields, performing a variety of tasks, and in the case of today’s topic, the task is accurately calculating the tax-deductible amount a donor can claim to the IRS. These things should be here for us already behind the scenes in settings in calculated fields, and if they’re not, pause this video. Reach out to the support department. Have them rectify that for you. They’re always there to help. This is one of the few times they’ll go in and do something for you. Always there for guidance. But if you happen to be missing these calculated fields, we need them. We need them for this process, reach out and they’ll make sure that they get in there for you. Let me log into DonorPerfect here. Point out what I’m talking about, and first I’ll point out the help menu at the top right, where second option here we have chat support from the help dropdown in the blue ribbon at the very top. Chat support, and then if you’re looking for any of our webinars or the one on managing duplicates, we have our on-demand webinars. Now, what am I talking about with these calculated fields? I’m talking about our data entry throughout the year. Now, if you are a nonprofit that is just taking monetary donations, this doesn’t apply to you as much because as you’re maybe taking those check donations, there is just a simple gift amount representing the financial transaction from their bank account into your nonprofit’s bank account. And here, this is September 2026 as this is being recorded. So as I’m doing this now, I’m going to be looking at 2025’s donations. You’ll be watching this in the future, likely looking for 2026 donations. But I’m not through my year yet. It’s really the only difference from one year to another is which date range we’re looking at. Something else that’s not going to change much is what we’re including. Anything that has a record type of gift is what we’re including, not soft credits, not notifications from tributes, only hard credit donations, but 2026 will handle that in 2027. If I scroll down further, just looking at our gifts for 2025 that are going to be included in today’s process, we have we have some monthly giving donations that have a normal gift amount. If I look at this particular transaction, we can see a normal donation. We have a gift with a gift amount, an amount of gift of $10, no fair market value, no value. Of in-kind gifts or non-deductible portions contributed to an event is what fair market value would be used for. And over the right, we can see this field receipt amount, a calculated field that is correctly calculating that this 10-dollar donation is showing the correct receipt amount. $10 for a $10 donation. Not the case if, say, we had an event like this gala sponsorship from last year. If I edit this gala donation, yep, it was a cash sponsorship to last year’s gala.
The gift amount, the amount of the transaction that left their bank account into our nonprofits, that was $1,000. But we’re recording that there was a $275 fair market value because it was a great gala with wine and lobster tail, so not all of that money can we claim to the IRS. And here we see the receipt amount over to the right is deducting our fair market value from from the gift amount to give us our receipt amount. Should be doing this for us already. Would also be the case that if we had an in-kind donation Receipt amount as we’re doing the data entry doesn’t calculate right away. It starts off as zero. No financial amount here. No money for an in-kind donation of goods or services, and we have our thank you options. But really, what we’re concerned with is the receipt amount. And when we save this in-kind donation, which let’s include this for last year, let’s make it instead of 2026. Let’s include this for 2025. We are seeing that the receipt amount is $100. It’s pulling that fair market value. It’s not the monetary amount of the transaction. Do data entry a little bit different for in kind. Still want that to copy over there. Let me just change the date of this example so we can have it included for this letter or this email for Amanda and Kenneth, and in this letter or this email, we’re going to see a list of these transactions. We’re going to get to decide what information about those gifts from that year that we’re going to include, and specifically for the letter, for the Word document, we are going to need a single field that shows us the cumulative amount for the prior calendar year receipt total. It needs to be able to add up all of those gift amounts. Well, fortunately, on the main screen, there is a section in my database called the Giving and Engagement Profile that features our calculated fields, where we have one that is showing the last year calendar year to date receipt total. The Word document that we’re going to use, we will see that although it has the ability to add a list of gifts from last calendar year, this Word document is not going to be able to add up that column. We’re going to add a column to the list of gifts that has the receipt amount in there, and that column can’t total itself. So we need a separate field. We need a separate field. Last year calendar year to date receipt total. Often you’ll see it abbreviated last Y R C Y T D R C P T total. or something to that effect, which is different from another calculated field that is showing us another total from last calendar year. There is a last year CYTD. Which in Amanda and Kenna’s case is a bit more than last year’s receipt total. That’s because this is adding up gift amount, the amount of the transactions, and this is adding up the receipt amount, the true amount that we can claim to the IRS. We’re going to double check to see if you have it in your system. You are going to double check to see if you have it in your system. I have it here. We can see it right now. We can see that the receipt total is a little bit less. There was a good gala. We had a fair market value attached to that sponsorship. If we’re not seeing it on the main screen, where we would be seeing it is in our settings dropdown at the very top. Blue ribbon next to log out. We have our settings gear, and from there we can select calculated fields. Our first option, and my database has been around for a little while. There’s a lot of calculations that are in here. Really, we’re just looking for a handful of them. If we scroll down, well, this is. four that we’re looking for. We’re looking for 123, of them that control the receipt amount. We have opened up the hood of the gift and that receipt amount field that we were looking at. In order for that sponsorship to show the correct receipt amount, those three calculations have to be there.
Here’s our sponsorship, $1,000, subtracting our fair market value to give us our receipt amount, and this receipt amount is up here in settings, calculated fields. 123, of them covering different scenarios. Is it a fair market value situation with an event? Is it an in-kind donation? We need these three in here. If they’re not in here, again, blue ribbon at the top. Help chat support. They will set you up. So those first three, and then there is a fourth. The fourth, we can see down here. We can see the field name, which is the computer language DonorPerfect speaks the field name, the all caps equivalent in SQL programming language, and this field is taking all of these receipt amounts. That calculated field is looking at all of those receipt amounts, not the gift amounts from last calendar year, and always last calendar year. Depends on when we’re looking at that field. Really, it’s always last. Adds up all of those receipt amounts to give us a singular total. So we’ll need this fourth one too. If it’s not there, contact the support department. Pause, and once that’s taken care of, please feel free to come back for the rest of the presentation, or you just take cash donations. You don’t. You’re not recording fair market value in any way. Then this field would be exactly the same as this field if you’re not using fair market value. You could use last year CYTD if you’re not using fair market value. Once that is taken care of, we can move on to your letter template, which is just a word document, not to. to over-explain this, we will need to have Microsoft Word available for use within DonorPerfect in the mailings dropdown. What we call mail merge templates are really just word documents with fancy formatting that we call merge fields that will pull the constituents’ data and put it into the right place. If you happen to not have one, I’ll point out where the library is. Although there should be a sample in there for us. Once we download the sample, there’s two methods for this. We could either edit around the merge fields, edit around the GIF list and our total field, and put in our own message and our own logo, or you can copy and paste the merge fields out and put it into a different one. Either way, it’s a Word document. Let’s go through here and take a look up to the white ribbon at the top. We’re going to go to the mailings dropdown, our envelope here that says mailings, and we’ll go to the last option that says mail merge templates. This is where all of the Word documents are stored for various purposes. Now we are looking for one called end of year mail merge template. This word document might be called something slightly different. End of year is sometimes abbreviated to EOY. Take a look through. You may have several folders like I do from different years. Your organization may have even gone through and customized one from last year. We want to find, locate that template, and then we want to download it. There is a gray arrow right next to there that we can use to download the Word document. Now, if you’re scrolling through here and you’re seeing, oh, we have in-kind thank yous and tribute thank yous and gala thank yous and all these other different thank yous, but we don’t have anything for end of year. You can scroll down to the bottom at the right. We have this link looking for pre-made templates. We got you covered. We can open this link up. This will take you to the library of Word documents that we have for a variety of purposes: envelopes, general thank you letters, but the one that we’re looking for is called end of year letter with multiple gift list fields. Gift list is going to be the table of gifts that populate. We’ll have a row for each recommended for end of year letters. Yeah, that’s the one. So if it’s not in there, we’ll find our way to this link.
We click on it; it then shows us a preview, and at the top we have our download button, where we get it onto our computer as a Microsoft Word Document and we have our address block, our salutation, which copy and paste into your own version or leave it there. Delete the generic message. Put in your own. Down here we have the gift list, where, at the very least, we’ll want a column for the date of the gift, a column that shows the gift amounts. When we generate this, we’re going to make this. We’re going to make sure that this is receipt amount. But really, this is whatever we want to call it for our constituents. Designation, designation. This could be the general ledger to show the fund. Some people like to go with solicitation or campaign. However, you’re coding things. Type of gift is it cash? Is it check? Check reference number. What’s the transaction ID on that, or what’s the description of the in-kind donation? And you could always remove these extra columns if you wanted. Don’t need to have all five if you want. Don’t want you could just have date and amount, but. what we have started out with for total contributions is going to be inadequate for us that are using fair market value in our data entry. Right now, what we have is the field name for last calendar year to date total, the one that doesn’t care about receipt amount. Going back to Amanda and Kenneth here. Our word document starts us out with this one, which, hey, if you’re not recording fair market value, you’re good. Click and drag that scroll bar ahead a little bit because you’re not going to need to replace the field. This field is is good for you. Both of these fields would be the same, but if you have that last year CYTD receipt total, we’re going to need to switch it out. Last year CYTD-that’s the prompt. That’s what we’re used to seeing this as. Its field name is LY underscore CYTD. It’s computer name in SQL SQL. We need to swap this out. We need to swap this out with our calculated field. Our calculated field has a field name, and we can see it from the blue ribbon settings calculated fields. We don’t need the first three of our calculated fields for the receipt amount. Those are just for individual gift amounts. We want that total there at the bottom. L Y underscore C Y T D underscore R C P T underscore total, and that’s what it is in my system. Double check yours might be slightly different, and I don’t need to make any changes here. I’m just going to click on the edit pencil over to the left. Just going to copy and paste this little behind the scenes, using from the gift screen a sum of receipt amounts, but only for last year. Really, we just need this field name here. Gonna take this field name. Gonna take it into our Word document. I’m gonna find it. I’m gonna click and drag, and there’s a couple levels of highlight here. You first click one of these smart fields, merge fields. It’s a light gray. Click and drag. We want this dark gray highlight, and then we right click and we select Edit Field, and we’re just going to swap out one field for another. There we go. That’s our receipt total field name. Say okay, and we’ll right click and update field. Then I always recommend giving it a a new name. The biggest issues that we run into here is just getting ourselves caught up between different, very similar file names. There we go. So that is our new calculated field showing the total, and we will see when we generate this that this column is going to be a column full of amounts of receipt amounts. It’s just not smart enough to tabulate a total, so we need that separate field to do it. So here’s my new version. We’re going to go back to mailings, back to mail merge templates from the white ribbon and the envelope at the top, and then at the lower right-hand side, we are going to upload new. There’s a big blue button to upload new. When we click on it, it will then let us browse our computer. We will then find and select our document.
And we’re gonna leave the template type as main slash bio for this. If you have generated receipts before for individual gifts, say different template type, but not for our end of year. Tax letter that one does need to stay as main slash bio when it is uploaded. Matter of fact, our end of year mail merge template that I originally downloaded had the wrong type on it. Were I to even attempt to use this, it would just not be present for me because it has the wrong type on it. The main bio type merges letters once per constituent, as opposed to the gift pledge types that might be merging it once per gift of that constituent. So this one wasn’t even labeled correctly. We’d have to switch that over to use it. Okay, and that is our Word document. Once it is in there, we are going to use the only report you’ll ever need: the export to file. Our Swiss Army knife of reports found in Reports Report Center. The Listings folder has the handy dandy export to file. It can do anything. It can look at any area, but today we’re going to leave it at a main bio data type, we want to merge these letters once per person. We’re going to need a selection filter that is looking for gift dates last year. So I’m doing this in 2026. I’ll look for 2025. You’re in 2027. You’ll look for 2026. The calculated field is going to show the total for the right time frame. We’re going to exclude linked gifts and pledges. This makes sure that we only have hard credits, no soft credits, no pledges, nothing else. We’re going to include the no mail names, even for the no solicit folks or those who have passed away, still need a tax letter. Checking include gift list in mail merge that ensures that the list in the Word document Populates. We’re then gonna select something called an export template for selecting our brand new letter and merging it, and then double checking our results. Let’s go Back in, and let’s reset from the home screen. Let’s go to Reports and Report Center. From here, we’ll go to the Listings folder on the left before selecting the report name Export to file. Click on Export to file to open it up. We’ll leave the top as main bio data, and then as always, we need a selection filter. If it doesn’t say no filter selected, there might be one there for you. Click on the blue X to remove it. If not, just says no filter selected, and we can click on apply, where we now have our selection filters, and we’re going to add a new one at the top, where we are shown a reflection of the data entry screens. We have the main and bio areas. We have the gift areas, and with our selection filters, we’re going to be giving instructions to export to file to tell it exactly who is going to be included, which gifts are going to be included, and if we have to be specific with donor perfect, it’s often a selection filter. It’s always a selection filter that’s going to be there for us to do that. And for the selection filter, we’re going to use two fields. For the letter, we want to make sure that the address field is not blank, so that’s going to be one field on the main screen. We want to make sure that that they have an address so we can get it there. Over on the gift screen, we are going to have our other criteria. We are going to have a date range of last year. In my case, that’ll be 2025. So that’s the date of gift field in 2025, and those will be the criteria. My filter, starting off on the main screen, shows us some fields, some of the favorite fields, but not address. So we’ll select all fields and scroll down out of all the fields. We just want the address Field, select address, not address two, three, or four, just address, and then in box three, we want the very last option is not blank, not doing any mathematical operations here. We just want that address field to not be blank, not null, and that is one field for our first criteria. Criteria number two, incoming.
When we click on Add More Criteria, we will next add our second field from the gift screen. On the gift screen, we have our date of gift. Here today, I’ll say it’s 2025 for you. Whenever you’re watching this, you’ll put in last calendar year. Then we can say continue. Where it says “Save filter as, we can give it a name so that we don’t have to build it again in the future. There is a filter folder that is optional. What is not optional is excluding pledges and linked gifts like soft credits. We do not want those in our tax letter to the IRS. We also want to check off share across all users so our colleagues can use this as well. Only need to build the selection filter Once, and now I have most of the instructions that I need for this process. We’re also going to check off include no mail names, a taboo. If this was an appeal, we would not want to be including those no mail names, but this is just a record of last year’s donations, and then we have our option to include the gift list in mail merge. I am going to check this off, and we should also click on the gear icon right next to it. Here we can see That we’re exporting the gift list value as individual fields. We want individual fields selected at the top, and we’ll see that along the right for each of these five field option, it gives us gift list one, gift list 2345, and that directly corresponds to the gift list in our end of year template. Should left this open, and I left them as is. I did not remove any of those gift lists. We’re just lining up gift list one, date of gift two. We’re going to call it gift amount, but we know that if we’re using fair market value, we want to select that receipt amount. Let’s check those two. Now here it uses their field name, the computer equivalent, what we know of as date of gift, here is going to be seen as gift underscore date. We want the first one to be gift underscore date. Second one is going to be RCPT underscore Amount. We have three calculated fields: RCPT underscore amount, making sure that that’s showing up correctly. Three dealer’s choice. If you’re using general ledger code for funds, where the money is being used, we have the Word document. Have gift list three as designation, but if you’re leaving it in there, we can decide. I’m going to leave it as general ledger code, and then we have check reference and type of gift. Ooh. Let’s see. Gonna have to switch that around. Gift underscore type and reference; those are the correct fields. We just want to swap them around. And for our drop downs like general ledger, GL code, and gift underscore type, we do want to display the description. No, small discrepancy. Easy fix. Gift underscore type and reference. Although I am remembering now that there’s also a position right next to that, four and five. I could have swapped those around; would have been a little quicker. But either way, references the field and gift type. We want it showing up as credit space card proper grammar, not CC. So we’ll display the description. We want it in proper English, and there we go. Our gift lists line up with our Word document. We’re going to click on Save, and then we are going to select the proper export template. There is a drop down down here that is crucial to what’s about to happen. This word document that we’re using has a lot of fields: address, name, salutation. It has our gift list, but the gift list is handled with that fancy checkbox in the pop-up that we just handled. Gift list 12345, The selection filter will tell it which gifts to put in there. We need to make sure that we have this total populating as well, and it’s an export template that does that. Anywhere we have an export template, it is a list of fields, and in my case, I do have an end-of-year export template in here already.
We might select that one and edit it just to be safe, or I’m going to pretend I don’t have one and click on Add New Template for those of you that don’t have one in here already. Call it End of year template, and we’ll see what an exporter template is. It’s a list of fields. On the right, we have our selected fields that we’re starting out with, and we have first name, last name, we have salutation, address, address to city, state, zip, everything that we need for a mailing, even some things that we don’t. If we had selected an export template that didn’t have address, city, state, zip, it just would not merge that information. And same thing with last year calendar receipt total. That receipt total from last year it is required to be in our selected fields. On the left we have all possible fields that we could be using in a report or in a mailing like we are now, but I believe down in the in the L’s or we can do a search for it at the top. There’s a box looking for last year calendar receipt, checking off the box next to that field, and then using the right-facing blue arrow to add. And then at the top right, we can click on Save and Close, and then I just want to make sure that the end of year template is the one that’s being selected. Different templates for different purposes. These templates might have different fields that I don’t need, or might be missing the things I do need. Now that I’m sure that I have a good one, what we can do from here is click on Instant Merge because I have a main bio data type selected as my export. It is now showing me from Mailing’s mail merge template, it is now showing me only mail merge templates Word documents that have a type of main slash bio, including my end of year, which is a bit of an outlier. Let’s go with the one I just made right at the top. We’ll select it. There’s an option to do a PDF if we want, but definitely not for this first round because we want to double check it just to make sure. And we’ll see. That was a lot of steps. I might have made a mistake here, and we’ll fix it live. Let’s see. That’s a small fake database I’m using right now. Shouldn’t take all that long, but for you, if we have 1000s of letters that you’re expecting to merge, know that this might take several minutes. Step away, let DonorPerfect do the heavy lifting, and come back once it’s done. Not too bad for me. Let’s open it up and take a look. There we go. Do want to double check? It is a Word document. We can fix it from here. But if we had an issue where there was a repeating error throughout them, we might be better off going back to the Word document and fixing what was wrong. Like in this case, I can see that I would benefit from expanding our general ledger had I expanded this column a little bit, I wouldn’t have had it running over the way it was. Same thing with type of gift. Type of gift could use to be expanded a little bit if we’re going to include it. But we have total amounts that are accurately lining up with the receipts amounts from the previous year, we have salutations, we have addresses, and everything appears to be in order. Still, I have 180 pages in here. Take some time, go through it, make sure that everything is correct before moving forward, and those are letters. Those are letters. Several extra steps with the the word documents. A little bit easier with the email templates. Does not require that separate calculated field from the same mailings dropdown. We have our email templates. There may be one in there already. It would be called a sample email template annual consolidated. If there’s one in there already, you can copy that and customize it, or you can do what I’m going to do, and you can make one from scratch just in case there isn’t one in there for you. So back to the mailings dropdown. This time, though, we’re going to go to the second option for email templates.
And there may be one in here already called annual consolidated. If you edit it like the look of it as a starting point, you could always copy it, edit it, and make it your own. Or at the top left, you can click on Add New Template, and ideally, we’d maybe have one template and just update it at the end of the year, which is in case you have to start fresh. Make sure we’re naming it so we know we’ve updated it. Have our reply to, have our subject, and then we have our email body. We can insert images, and we can format the text to a degree. It’s a fairly basic editor. Warning about these email templates. What we always, you know, something we always do. I I like the language in this Word document. Let’s let’s copy this and let’s just put it in the email template. Copy. Let’s go over. And when I Control V, when I go to paste, it’s letting me know that Word Paste was detected. Microsoft Word is playing chess to this basic emails checkers, and there’s too much going on in that Word document, too much formatting that this email doesn’t understand, and it’s letting us know, and it’s giving us an option to keep, which we should not choose. We should always choose clean. We should always choose clean. Alternatively, if you’re pasting, there is the paste as plain text that will prevent that from happening. There are fonts and formatting that are capable in the Word documents that just aren’t happening here. So we get our words in there, whether we are typing or we are copying and pasting. We still use merge fields. They’re different here, though. No copying and pasting needed. We just use our insert merge field button right here at the editing ribbon at the top, right next to the insert link option, has all of the fields we could possibly add. But I want the salutation for next to the word dear. There we go. Here it is with pound signs. Sometimes you see it as percent symbols. Doesn’t matter as long as we’re using insert merge field, it’ll work just fine. And then for our table, there is a gift list, but the way it works is a little different. You might have yours in there already if you’re copying from an older one, or if you’re starting from fresh. What you’re going to do is go all the way down to the very bottom to the functions area, not a main bio field or a gift pledge field, but a function. That function is called a consolidated gif list. And when we click on it, we have the equivalent of what we were doing over in the Word document. Different gift lists. Just gotta make sure we name them right. And can move these columns around now, remembering that that’s going to flow over a little bit for our general ledger. And here, fortunately, we’re not going to need to put in a separate field within the email templates, this column is going to be able to just add it up. So when we generate the email, we’re going to make sure gift list in the second column is set up for receipt amount, and the total will be in there for us. And we’re going to generate that in a different area. In receipts, we’re going to look for an option called annual consolidated email. We’re then going to enter in our dates for last year. We’re going to include already processed gifts. They might have received an individual thank you already. We want them included in this email. We then want a selection filter. This time we want to find email is not blank. Then we’re going to generate preview. Double check there is no undo for the batch once it goes out. Take your time. Scroll through. Double check. Make sure everything is looking good before sending it out to everybody. And let me make sure I click Save Template before going to Receipts. White ribbon at the top to the left of mailing. We have receipts. In the first section, we have type of receipts to send. We have email. We have letter or option three, annual consolidated email, and there is a pop-up here letting me know that letters are done in a different area. I’m just going to close out of that.
I will be your guide today, and we’ve done letters already. And here, right next to it is a gear icon that will let me set up my GIF list, and we are switching these around. Oh nope, let me do it this time. Easy to swap the positions; don’t need to fuss around with that. Do need to make sure our drop downs have the description displayed, which they are general ledger and type of gift, both drop downs. The description is displayed, and they are in separate columns. Now, if you’re following along and you don’t have option number three, pause. We’re gonna have to check your settings real quick. You don’t need to go to. The support department for this, there is a setting that will unhide the annual option if you’re not seeing it. That is going to be in the settings gear at the top right for everybody else. Scroll ahead a little bit because our folks might need to go to Blue Ribbon at the top next to log out, back to settings, past calculated fields, and down to parameters, to a place that we don’t need to go very often. This is where your fiscal year is set, and in general, things that we shouldn’t be altering. But at the top left, we will go to acknowledgements slash receipts, and you’re going to need to have the first two options checked off: activate receding, and activate consolidated receding for that gear to appear. Before clicking on save, it will then have you log out and then log back in, and then as if by magic, over in receipts, you’ll have annual consolidated email. And here we go. That has reordered itself now. Reference is four, gift type is five, just the way I need it. Don’t need to go to export to file. That is done already. Here we can click on show more options, and we want selected dates. This does act as a filter. I’ll look for last calendar year. We want to include already processed gifts, and then a selection filter to make sure that we have folks with an email. We’ll click on Add New Filter. Box one, select main bio. Box two, select all fields, and we’ll find our email field. Can always type in here; it’ll get you down there quicker. And we’ll go is not blank, email is not blank, just like we did like we did before, and continue. Don’t need to be more specific than that. And receipts that date range box acts as a filter in unison with this. And then a name and a folder if we choose. Let’s give that a better name. This is for folks that have an email. And there we go. Annual consolidated. We got our gift list. We got our checkbox. We got last calendar year. We have our selection filter, just getting people that have an email, constituents that have an email, and then at the very bottom we can click on generate receipts. Okay, 306 gifts from 98 donors. Over to the right, we’ll have an email template dropdown. Where we can select our email template. Here’s the one I made, end of year 2025. And if you’re not sure, there is a preview template right next to it. Yep, here’s the one I made. Very bare bones. I’m sure yours will look better. And then we click on Next Preview Email Receipts, where again stress the importance of double checking these. This is an uneditable preview, unfortunately. If Alan’s name was misspelled here, well, this is the salutation. We’d have to go back to Alan’s profile and edit it there. Or if there was a mistake within the body of the email, we would have to go back to mailings and email templates and edit it from there. And we would then scroll through, make sure we’re not missing anything, make sure there’s no corrections, or clicking on next, send email receipts. It will give you a warning, just informing you that you should double check this before it goes out, and then you can click on Send email receipts.
And then, if you do run into any issues, the blue ribbon at the very top, the question mark help bubble. Second option, we have chat support Monday through Friday, 8 a.m. to 1 p.m. 2 p.m. to 7 p.m. Eastern Standard Time. Reach out if you have. Have any questions about the process along the way? Otherwise, thank you for watching. This has been U.S. end of year tax letters. I have been Sean Patero, and you have been a great audience. Thanks, everybody. Take care.
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