Guiding You Through Your Year-End Procedures
Are you ready to take on the year-end tasks at your organization? To help keep you organized and on task, we’ve put together the CDM+ January Survival Guide.
Inside the guide, you’ll find several helpful resources including:
- Year-End Checklists to keep you organized and on track
- Links to order important tax forms
- W-2 and W-3 instructional videos
- 1099 instructions
- Contribution Statements instructional videos
- Contributions History instructional video
- Archiving instructional video
- Instructions for updating Giving Funds
- Useful tips for getting further help in January
You can view the CDM+ January Survival Guide in the Suran Help Center at january.suran.com.
Have questions about CDM+? Want to sign up for a free, personalized demo and see CDM+ in action? Contact us today!