How do I cancel and reissue a tax receipt?
In accordance with the CRA regulations, your etax receipts are
encrypted and cannot be changed once issued.
Instead:
- You will have to 'manually' cancel the tax receipt number in your
offline records according to your standard procedures as required by
the CRA for audit purposes.
- To issue a new tax receipt, use the Issue Single receipts
section. In the accompanying email, make sure to include the tax
receipt number of the original receipt; and a statement that this
new receipt replaces the original receipt.
- Tip: When creating the new receipt, you will see a line called
"Fund Name". If you have enabled Fund Name
in your Receipt setup (learn
where), whatever you type in that box will appear on the new
tax receipt itself. You can type something like "This
replaces cancelled tax receipt # 12345".
- You should also inform the donor that the previous tax receipt
number has been cancelled, cannot be used for tax purposes and
should be destroyed.
For further information about CRA regulations governing charitable
tax receipts, visit their website:
https://www.canada.ca/en/services/taxes/charities.html
Was this information helpful?
|
|