DMO Contributions - Tax-Deductible: How to change the tax deductible status of a single contribution that has already been entered

How to change the tax-deductible status of a single contribution that has already been entered

  1. 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.
      Nav_to_Contributions_with_each_option_selected_on_card.png
  2. Search for the contribution.
  3. Once you have found the contribution you need to change, click on the contribution to open the record.
  4. 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.
    change_tax_deductible_status_for_a_single_record.png
  5. Click the save button in the top-right of the page.
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