IO Reports - Donor Reports: How to void a Canadian tax receipt

How to void a Canadian tax receipt

If you want to re-print a tax receipt for a particular you must first void the first one. This article will walk you through how to do that.

  1. Go to the Donor Reports page.
    • Using the Navigator Bar on the left, click the carrot next to Reports and then select Donor from the expanded options.
      -or-
    • Using the Reports Card, select Donor.
      Navigatge_to_Donor_Reports.png
  2. Click the Open Canadian Tax Receipt Summary button.
    • Narrow down the results by entering a Fund and/or a contribution date range.
      voidreceiptwithshrink.png
    • If you are looking for a receipt for a specific person, click the magnifying glass action button in the Donor Search field.
      People_Search.png
  3. Once you have voided a receipt, it shows on the screen as voided.
    • You may change the number of records that display on the screen by clicking the drop-down carrot and selecting from 5, 10 or 20. You may also advance to the next page using the arrows.
      show_screen.png
    • If you would like to export the list of Canadian Tax Receipts that meet your filter criteria, click the export button in the lower right corner. 
      export_canadian_receipt.png
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