Given the season, we at ShalomCloud thought it timely to produce a tax letter tutorial.
There is one new minor feature included in this announcement. You can now include either formal name or informal name in the body of the tax letter.
In the video, you’ll see some options when producing the tax letters. For example, you may choose to show payment sources — check number, card last-four-digits, etc.
Another option is whether you want to include all payments, or only those to categories marked as deductible.