Learn how to manage and send donor tax statements in WeGive.
You can enable and customize tax documents under Portal → Customization → Profile, or use the default version.
Donors can access their statements in the Tax Statements & History section of the portal.
Admins can:

• Download a CSV under Settings → Reports
• Send by email or text using the “Last Year’s Tax Document” variable
• Download for a single donor in their Supporter Record

Simple tools to share year-end statements automatically or manually.