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Level 1

How to print end of year tax statements for donors?

2 Comments 2
QuickBooks Team

How to print end of year tax statements for donors?

We can pull up the Taxable Sales Detail report, maurarob.


Let's customize this report so we can add the taxable sales amount and the total tax amount. You can follow these steps:

  1. From the Reports tab, search and select Taxable Sales Detail.
  2. Select Donors from the Group by drop-down, then make sure that the Report period.
  3. Click the Customize button. On the Rows/Columns section, check the Taxable Amount and the Tax amount.
  4. On the Filters tab, check the Donor. Search and select the donor you want to include in the report.
  5. Hit Run report.

Once done, we can now print it by simply clicking the Print button.Taxable Sales Detail.PNG


You can also save and memorize it so you can use the same format when you need this report again in the future. Additionally, I have an article here if you need more guidance in customizing reports.


Leave a comment below if you have additional questions. Wishing you all the best.

Community Champion

How to print end of year tax statements for donors?

QuickBooks won't create proper donor tax statements with the required information on them.  Instead, use our BRC Donor Statements - Desktop  or BRC Donor Statements - QB Online  app to create the statements, depending on your QuickBooks version.


You can include custom text on your statements and a customizable table of details much like a QB statement, as well as many other options. 


The statements are designed to be compatible with windowed envelopes.  If you use that option, then there's no need to print mailing labels.  Just fold and stuff the envelopes...

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