Helix has scheduled this e-Class in mid-December and mid-January for those who would like to get a 'head-start' on their receipt submission.

In this e-Class, students will explore the entire process of creating IRS tax letters; from selecting transactions using cutoff dates, date ranges and threshold amounts through to downloading the data to the workstation and merging it into an MSWord tax letter document.

Pre-requisites: Basic knowledge of Andar including general knowledge of transaction entry. Knowledge of mail merges in Microsoft Word or other software used to merge Andar data into the tax letter template. Knowledge of IRS tax laws regarding charitable giving receipts.

Target audience: Finance department or person responsible for sending out IRS tax letters.

For fee and registration information, please contact the Helix Help Desk, toll-free, at 1-877-479-3780 x314.

William James