 munchkin
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| Joined: 26 Mar 2007 |
| Total Posts: 31 |
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Canadian Tax Receipts
Posted: 17 Jan 2008 11:23 AM |
I need some help with issuing year-end tax receipts in a Canadian context.
-We need to be able to give our donors 2 copies of their receipt (one to keep, one to remit to the CRA)
-we need to include our charitable registration number on the receipt
-the receipt must be numbered
Are there any other Canadian centres out there that have made this work?
Munchkin |
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Re: Canadian Tax Receipts
Posted: 17 Jan 2008 03:28 PM |
Hi Muchkin,
All of the needs you listed should be well covered in CenterPiece. Using the Batch Receipt Report, you can set your filters to include all donors who have given during the year of 2007. On each receipt, you will be able to include a letter, in which you can include your charitable registration number. By selecting a letter, this letter will be added to your entire batch of receipts (so you won't have to manually add a letter to each individual receipt). Also, on the Batch Receipt, each donation has its own unique "receipt ID" number listed out on the receipt.
If you need 2 copies of each receipt printed, you can do this once your batch of receipts has been exported to Word. When you go up to the File menu and select Print, you can change your number of copies to 2, and you would also want to REMOVE the "Collate" checkbox, so this way your 2 copies will print consecutively.
I hope this helps clarify. Feel free to give me a call if you need more help running these receipts. :o)
In Him,
Sarah |
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munchkin
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| Joined: 26 Mar 2007 |
| Total Posts: 31 |
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Re: Canadian Tax Receipts
Posted: 17 Jan 2008 05:02 PM |
Hi Sarah,
I talked to my bookkeeper a bit more, and she also told me we also need to have the following information on the receipts;
-"For the taxation year 2007" (not just on the letter, but the actual receipt)
-"Official Receipt for Income Tax Purposes. Canada Revenue Agency: www.cra-arc.gc.ca/charities" (again, not just on the letter, but on the actual receipt)
-Our Centre's registered charitable number, name and address must also be there.
We may need to talk on the phone, but let me know if you can speak to any of these issues.
Thanks,
Munchkin
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Re: Canadian Tax Receipts
Posted: 17 Jan 2008 05:10 PM |
Hi Munchkin,
You should add this information to the letter, as the letter is acutally merged onto each receipt for each donor upon running the report. I hope that makes sense. |
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munchkin
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| Joined: 26 Mar 2007 |
| Total Posts: 31 |
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Re: Canadian Tax Receipts
Posted: 17 Jan 2008 05:45 PM |
Hi Brian,
I think I've figured out how to get most of the information I need into the letter. I'm a little concerned, after looking at some of the donation reports, however.
Some of the donors who donated several times throughout the year don't have all of their donations show up- for example, one donor gave $50 on one occasion, and $100 on another occasion. Only the $50 donation shows up, yet the total YTD donations show up as $150.
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Re: Canadian Tax Receipts
Posted: 17 Jan 2008 08:58 PM |
| Be sure the Start Date and End Date filters on the report are set correctly. For example, to get all donations for 2007 set the Start Date to : 1/1/2007 and the End Date to 12/31/2007. Let me know if that helps. Thanks! |
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munchkin
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| Joined: 26 Mar 2007 |
| Total Posts: 31 |
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Re: Canadian Tax Receipts
Posted: 18 Jan 2008 11:45 AM |
Hi Brian,
It seems a bit haphazard-
Some of the donor files seem accurate, yet others will show two different totals at the end of a list of donations.
I double checked the start and end date filters, but some files still come up with two different totals for the "giving period" selected and the "YTD" total donations, which, for 1/1/2007 to 12/31/2007, should be the exact same thing.
Monica |
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Re: Canadian Tax Receipts
Posted: 18 Jan 2008 12:06 PM |
Hi Munchkin,
This is interesting. Will you give me a call when you get a chance so we can get this figured out for you? Our office number is (972) 851-1085, and just ask for Sarah. I'll be in the office today until 5:00 Central.
Thanks!
Sarah |
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