Year end contribution receipts for tax purposes

Rebecca Harrison:

I am trying to send out receipts with the mailing feature in RE for tax purposes to our donators.  We had some that received benefits, but the benefit amount is including all previous years of benefits.  How do I get it to only include the total benefit for the gifts in the calendar year I requested?

 Rebecca, I'm assuming you have some criteria selected for what records to include and what gift dates to consider on the General 1 tab??  Sounds like that should be what you need to do.  I rarely have to deal with benefit issues so don't have much to suggest.

If it's holding you up, I'd go to chat support and ask there. 

 Knowledgebase didin't seem to provide much help either. Sorry, not much help....