We’re Here to Help You Stay On The Path
The new year is just around the corner, and with it, the journey of wrapping up year-end tasks. But don’t worry — you won’t be walking this path alone! The 2024 CDM+ January Survival Guide is here to make your job easier than ever, with helpful tips and clear directions all along the way.
Inside this guide, you’ll find everything you need to keep your tasks on track:
- Year-End Checklists to guide you every step of the way
- Links for ordering necessary tax forms
- Simple, step-by-step videos for W-2, W-3, and 1099 tasks
- Contribution Statements and History Tutorials
- Clear instructions for Archiving and updating Giving Funds
- Expert tips for additional support in January
Let The Book Guide You
Open up the CDM+ January Survival Guide in the Suran Help Center today by clicking on over to january.suran.com.
The Year-End Checklist
A great place to begin your journey to January is by downloading the Year-End Checklist in the January Survival Guide.
This checklist and time frames are suggestions only. Depending on the CDM+ programs you use and whether your accounting is done on a calendar or fiscal year, some items will not apply to you.
Find the Standard Year-End Checklist at the link below.
https://help.cdmplus.com/jsg/year-end-checklist
Find the Essentials Year-End Checklist at the link below.
https://help.essentials.cdmplus.com/ce/year-end-checklist
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