PSFS Offering - Funds: How to change the tax status of a fund to tax-deductible or to non-tax-deductible

How to change the tax status of a fund to tax-deductible or to non-tax-deductible

To edit a fund, you must be an organization administrator with "View" plus "Add/Edit" access rights assigned to your login credentials

Offering_Funds.png

  1. Go to Offering → Funds.
  2. Select the Edit Icon (pencil/paper) to the left of the fund you want to edit.
    Access_Fund_Details.png
  3. Select the Edit button at the bottom of the fund window.
  4. You will see the Tax Status field called Tax Deductible at the bottom/left of the edit window. You may change this status by clicking into the box.
    Tax_Deductible_Field.png
    • When the box is marked, the tax status is Tax Deductible and contributions toward this fund will be listed on Contribution Statements.
    • When the box is unmarked, the tax status is Non-Tax Deductible and contributions towards this fund will not be listed on Contribution Statements.
  5. Click the Save button at the bottom of the Edit Fund window.

 

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