Ability to access prior year tax forms, 2022 for example

I would like Blackbaud to look into its users having access to tax forms for previous years. I would like to send 2022 1098-T's to the IRS. As it stands right now, if I wanted to see a prior tax year information, I would have to do the steps below:

  1. Billing Management

  2. People finder

  3. search for student

  4. Billing tab

  5. Tax forms tile

We have over 800 plus students and this way would be time consuming.

  • Guest
  • Apr 16 2024
  • Needs review
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