End of Year Procedures

Donations

• PDF - Donations New Year Prep

• PDF - Export Envelope Numbers

• # Systems - Giver Numbers

• Donation Statements

  • Donation Statement Troubleshooting

Accounting

• Accounting New Year Prep

• Closing an Accounting Year

• Manage Years

• Change Account Number Structure

Payroll

• End of Year procedures for version 24 are coming soon! You'll receive an email and new documentation will be listed here as soon as it's available.

• See Payroll Reports if you're working on end of year reporting or Electronic Filing, W-2 Wage and Tax Statement and 941 - Employer's Quarterly Federal Tax Return for more information on tax filings.