How to change the tax-deductible status of a single contribution that has already been entered
- To change the tax-deductible status of several contributions that have already been posted, you may use the bulk-edit option.
- If you would like to change the tax-deductible status of the fund (so that the tax-deductible status of all contributions to the fund is updated) see How to change the tax-deductible status of a fund.
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If you have a posting in an open batch or are entering a new posting there, it is possible to change the tax-deductible status of the record there also. See How to change the tax-deductible status of a single contribution when adding postings to a batch.
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Go to the Contributions page.
- Using the Navigator Bar, select Contributions.
-or- - Using the Contributions Card, select Year, or the correct option (Today, Week, Month) that includes the contribution dates of the record you want to edit.
- Using the Navigator Bar, select Contributions.
- Search for the contribution.
- Once you have found the contribution you need to change, click on the contribution to open the record.
- In the lower-left of the page, you will see the option for Tax Deductible. Change the current status by clicking on that check-box. If you want the record to be tax-deductible, the box should be marked. If you do not want the record to be tax-deductible, the box should not be marked.
- Click the save button in the top-right of the page.
