Year-End Checklist

This checklist helps ease the strain and worry of closing the year.

  • Enter all contributions for the current year.
  • Print the End of Year Donor Substantiation report. On the Reports tab, navigate to Financial Reports > Tax Reports > End of Year Donor Substantiation.
  • Print any other reports that you need.
  • Complete the New Year Fund Setup process.
  • Review your fund structures, and make any necessary changes.
  • Back up your data.
    CAUTION: Remember to perform a backup before closing the year.