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Tax Statement Settings
Admin Permissions to Settings required
- Tax Statement Settings: Refer to #21 in Configure Settings: Edit Settings (Reference)
- Canada Revenue Agency (CRA) Tax Mode
- Setting Tax Deductible Amounts
- Preliminary Settings for Tax Letters Guided Practice: ShulSchool
Modify Tax Statement Template
Admin Permission to My Lists required
Generate Tax Letters
Admin Permission to Mail required
- How to Generate Tax Letters
- Create a Tax Statement: Account Level (How To)
- Create a Tax Statement: Database Level (How to)
Tax Statement Troubleshuling
- Payment missing from a tax letter?
- Removing Aging from your statements – Shulware
- Tax Statement – Charge Type Summary Date Modification
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