Books > Help Center > Canadian eTax Receipts > Canadian eTax Receipts > Manage Canadian eTax Receipts >  



How do I change the coordinator receiving copies of tax receipts?

You can change the coordinator receiving copies of all eTax Receipts as follows:

  1. Click Donations to view the Main Menu of this service.
  2. From the Canadian E-Tax Receipts section, choose Setup Receipts.
  3. Change the donation Coordinator selected in the drop-down list.
    • If a profile for the coordinator does not exist in the drop-down list, you should first add a new Donation Coordinator. Once added, you will be able to select the new coordinator from this drop-down list.
    • The chosen coordinator will received copies of all eTax receipts issued for all activities (online donations; yearly receipts for recurring donors; donations made through the Pledge-a-thon, Registrar or Membership service; batched receipts issued manually).
    • If there is no coordinator selected in the setup, then tax receipts will be sent to the Key Contact for the overall account.

  4. Click Save.


Was this information helpful?
Yes   No




Search Help Center

Today's Top 10 Articles
  1. How do we update the GiftTool template to match our new web design?
  2. Why was a receipt not sent out automatically?
  3. How do I setup my account for eTax Receipts?
  4. Adding a clickable link using the HTML editor
  5. Creating a table within the HTML editor
  6. How does the credit card payment process work?
  7. How do I add a product link to a web site?
  9. How do I cancel or modify a Pledge-a-thon order?
  10. About eTax Receipts