Retrieve client tax statements

Download annual tax statements on behalf of your client.

Once your client has accepted their invitation to the Foundation Source DAF program, they will receive automated annual tax statements in their account each January for the prior year's giving. Your client can access their tax statements independently.

As a PCA, you can also access your clients tax statements on their behalf.

To retrieve tax statements on behalf of a client:

• Log in to your PCA admin account Dashboard.

• Click on your client's name to expand their profile.

• Click the Statements tab. You will see a list of available tax statements for download.

Don't see your client's tax statements?

Charityvest automatically publishes annual client tax statements in January of each year to reflect the prior year's giving. The year you open a client account, you will not see any tax statements under their profile until January of the following year.

To learn how to help your client interpret Charityvest annual tax statements, review this more detailed information on client taxes.

Curious to learn more about the Foundation Source DAF program? Contact [email protected] for any program or product-related matters.