How do I change the coordinator receiving copies of tax receipts?
You can change the coordinator asscoiated with all eTax Receipts as follows:
- Click CAD Tax Receipts in the left navigation.
- Click Setup Details.
- Change the 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.
- Check the box to have a copy of eTax Receipt emails sent to the Coordinator 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.
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Click Save.