Event Sponsor Year End Statement

Overview of FR54

The Event Sponsor Year End Statement allows you to provide tax reporting documentation to your event sponsors regarding their giving activities for the year. There is no report output generated, other than the merge statements. To run this report:

• From the DDI Connect main menu, double-click Connect FR
• Double-click Event & Program Management
• Double-click Reports
• Double-click 54 Event Sponsor Year End Statement. The parameters screen will launch:

The following fields are available on this screen:

Field	Description
Tax year	Enter the tax year that you are generating the forms for
Date range/thru	Enter the beginning and ending date of the range you wish to report on. You can type it in mm/dd/yyyy format or click the calendar icon to select the date
Cutoff amount	If you have a cutoff amount for reporting, where any dollar amount below that amount will not receive a statement, enter that amount here
Include AI codes	If you wish to report only against one or more AI codes, you can do so here. Type the code or codes, separated by commas, or click the list icon to select from a list of active AI codes in the system
Exclude AI codes	If you wish to exclude one or more AI codes, you can do so here. Type the code or codes, separated by commas, or click the list icon to select from a list of active AI codes in the system
Include region	To filter by region, enter the region code or codes, separated by commas, or click the list icon to select from a list of active regions in the system
Exclude region	To exclude a region or regions, enter the region code or codes, separated by commas, or click the list icon to select from a list of active regions in the system
Include promo type	Type the promo type code or click the list icon to select from a list of active promo type codes in the system
Exclude promo type	Type the promo type code or click the list icon to select from a list of active promo type codes in the system
Form	Enter the form code for the statements, or click the list icon to launch a list of active form codes in the system

Click Start. When the report is complete, you will see a message telling you to verify the results in the Merge system. In order to merge and print the statements, you will have to merge the forms.