Things to note:
- Only postings entered on the Contributions page or that are in a closed batch will be present on tax receipts.
- If the family does not have the option to "Send Mail" checked in their family record, a tax receipt will not generate unless you mark the option to "Include families with Send Mail unchecked" by clicking the gear button on the top right of the Donor Reports page and selecting the Other Filters tab from the Filters option.
- If a gift was inadvertently posted to a member record instead of to the family record, it will only show up on the member tax receipt.
Navigate Reports and select Donor.
Select Tax Receipt Report from the report dropdown.
Settings > Filters:
Receipt Type: Choose one of these - Regular or Stocks and Gifts in Kind
See How to set my filters to make sure the right records are selected.
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.
When the report is configured for Stocks and Gifts in Kind, selecting this option generates a separate receipt for each non-cash contribution.
Examples of non-cash contributions include stock gifts, stocks and security, gifts in kind (tangible goods like jewelry, art, clothing), to name a few. Receipts for this contribution type include a Description field that provides details about the non-cash gift that was donated.
Configure the Tax Receipts
The rest of the configure steps are very similar to generating any donor report, and so this article will link to the article that walks through how to configure Donor Reports.
Each time you access the Donor Reports and select one of the three options (Tax Receipt, Pledge Statement, Non-Giver Letter), take care to select the correct Body of Statement option.
How to configure donor reports: Signature, Letterhead, Body of Statement, Printed Name
Generating the Tax Receipt Files (Previews & Official)
Once you have configured your Tax Receipt, it is time to generate the output file.
We recommend you start with the Preview file and review the file, before generating the Official file.
PDF Preview
Generates with all fields and configurations taken into account and renders a draft version of the Canadian standard legal receipt. This version is for review purposes only and includes language similar to the following: "Draft Only: Not an Official Receipt."
This Preview DOES NOT generate receipt numbers.
Excel Preview
Does not include anything added or selected through the Configure > Contents option or any of the related fields such as Signature, Body of Statement, Printed Name, or Letterhead. It does include any report filters selected on the main Donor Reports page and also through the Configure → Filters options.
This file is intended for your own records or for use with a third-party mail-merge application.
This Preview DOES NOT generate receipt numbers.
The Official file (PDF)
Generates all fields and configurations taken into account and renders a standard Canadian legal receipt. This version includes language similar to the following: "Official Receipt for Income Tax Purposes."
If Tax Receipts have already been generated, you will get the following notice:
In this scenario, you have two options:
- Check the download files in your web browser for:
Important: If you use a third-party application for mail merge, support for that product must be pursued through the application designer.
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