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maurarob
March 11, 2020
Solved

How to print end of year tax statements for donors?

  • March 11, 2020
  • 2 replies
  • 0 views
Original commenter did not share additional details
Best answer by BigRedConsulting

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...

2 replies

AlexV
AlexV
March 12, 2020

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.

 

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.

D
dbjmg
March 15, 2025

This is not what we need. We need a report that shows how much a Donor gave us for the year.

BigRedConsulting
BigRedConsultingAnswer
December 16, 2020

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...

D
dbjmg
March 15, 2025

It would be nice if there was a way this could be done for free...

J
JeraldR
March 15, 2025

To display the total contributions for the year, you may utilize the Transaction List by Donor report in QuickBooks Online, Db. I'll walk you through the steps below:

 

  1. Open QuickBooks and navigate to Reports in the bottom left corner.
  2. Search for Transaction List by Donor. 
  3. Adjust the date range under the Report period to reflect the year you are inquiring about.
  4. In the upper right corner, click on Columns to customize how the data is displayed.
  5. Filter your data according to your preferences.
  6. Your report will display the total amount, date, and type of each transaction. 

     

Moreover, you have the option to save a customized report in QuickBooks Online.

 

For future reference, if you need to use your reports outside of QuickBooks, you may find this article useful: Export your reports to Excel from QuickBooks Online. 

 

Furthermore, wondering how to get the most of QuickBooks? Our QuickBooks Live Experts Assisted are ready to guide you on how to keep your accounts and running smoothly.

Should you have any further questions about donor reports in QBO or need additional assistance, please leave a reply in this thread. We're here to assist you.

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