This article explains how tax receipts are generated in ParishSOFT Offering using the Donor Reports page and highlights key settings that determine which contributions appear and how receipts are formatted.
Before You Generate Tax Receipts
The following conditions directly affect whether a contribution appears on a tax receipt.
Eligible Contributions
Only contributions that meet one of the following conditions appear on tax receipts:
- Entered on the Contributions page, or
- Included in a closed batch
- If a gift was inadvertently posted to a member record rather than the family record, it will only appear on the member's tax receipt.
“Send Mail” Setting
If a family does not have Send Mail selected in their family record:
- A tax receipt will not generate unless you enable
Include families with Send Mail unchecked in:
Donor Reports → Configure (gear) → Filters → Other Filters
Family vs. Member Contributions
- Contributions posted to a family record appear on the family tax receipt
- Contributions posted to a member record appear only on that member’s tax receipt
Where to Generate Tax Receipts
- Navigate to Reports
- Select Donor
- Choose Tax Receipt Report from the report dropdown
Receipt Type Options
When configuring the Tax Receipt Report, you must select a Receipt Type. This choice controls how contributions are grouped and displayed. See Configure Filters for Donor Reports
Regular
- Includes cash‑type contributions (cash, checks, etc.)
- Totals all qualifying contributions into one receipt
- Does not include a Description field
Why is this Important?
When the report is configured for Regular, all contributions considered as cash contributions, such as cash, checks, etc., are totaled together. Receipts for this contribution type do not include a Description field.
Stocks and Gifts in Kind
- Generates a separate receipt for each non‑cash contribution
- Includes items such as:
- Stock gifts
- Securities
- Gifts in kind (tangible items)
- Includes a Description field detailing the donated item
Configure the Tax Receipt Report
Tax Receipt configuration follows the same process as other Donor Reports.
When configuring the report, ensure the correct selections for:
- Body of Statement
- Signature
- Letterhead
- Printed Name
For detailed configuration steps, refer to the Donor Reports configuration article.
Generate Tax Receipt Output Files
After configuration, generate the output file. It is recommended to start with a Preview.
PDF Preview
- Reflects all selected configuration options
- Displays a draft receipt with language such as
“Draft Only: Not an Official Receipt.” - Does not generate receipt numbers
Excel Preview
- Includes report‑level filters
- Does not include:
- Signature
- Letterhead
- Body of Statement
- Printed Name
- Useful for review or analysis
Updated