Donor Tools

Set Your Fiscal Year - Donor Tools User Guide

How To Set Your Fiscal Year

Donor Tools supports both calendar and non-calendar fiscal years. It’s very easy to set your fiscal year:

  1. Go to Settings.
  2. Click “Tax & Currency”.
  3. Under “Fiscal Year”, select the date that your fiscal year starts (for example, for a calendar year, your fiscal year would start on January 1).
  4. Click Save.

Settings Tax Currency

If you’ve selected a non-calendar fiscal year, your donation reports will now have an extra option for reporting by “Year” or “Fiscal Year”.

Donations Fiscal Year Report

Updated 6 July, 2011