A Taxable Benefits Report shows the total amount claimed by each recipient. The Taxable Benefit Report is determined based on when the gift was claimed, not its sent date.
To view this report navigate to Workspaces > Manage Gifting > Taxable Benefits. This report can be exported by clicking the Export button on the top right of the report.
Note: If you manage more than one Workspace, confirm you are under the specific Workspace you are seeking data history. You are also able to select All Workspaces if you're trying to pull an amalgamated report for all Workspaces you manage.
*TIP* You are able to filter for a different date range for your report by using the drop-down menu near the top left of the Taxable Benefits page.
