How do I send tax statements to children?
Because you're usually sending tax statements to adults, this isn't a common request, but sometimes churches want to send a giving statement to the kiddos.
To do this, all you'll want to do is set up a group in the Directory for children younger than 18 that have the last giving date greater than or equal to Jan 1st of the tax year. Then you can run a separate batch of statements just for that group!
I sent out tax statements via email, and someone says they didn't receive the email. What caused this?
Under the Contact Information section, turn on the flag for "Receives Communications"
Can I check a Deliverability report of some kind to see who received the email?
You bet you can! On the Delivery Page of the Statement, you can check a Deliverability report for any date that you sent tax statements. Just enter the date you sent the statements, and click the button for "Deliverability Report". This will give you a PDF of all the folks that were attempted, as well as the current status of that delivery.