How to send out Tax Statements for Regular Donors

Ricardo Torres, MBA, Bradley Luyt, Nidhi Dhal and Akhila Kaladharan live in Florida USA, Elizabeth Town South Africa, Edinburgh Scotland and Blacktown (Sydney) Australia and they are all Blaze Your Trail volunteers.

Together they collaborated on this documentation for using S-Docs for sending out Tax Statements to 100s of donors with the click of a button (solving a big challenge for many charities).

They recently implemented this solution for the charities they volunteer for (Prison Network, Tassie Mums, Moira Kelly Creating Hope Foundation) and wrote these notes so that others in the community can benefit from their learning.

Open S-Docs Tax Statement & Mail Merge Guide 

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