How do I issue a single receipt?
Manually issue an electronic tax receipt for a cash or cheque
donation received outside the regular online donation process. This
system was not designed for "gifts in kind".
Note: There are separate instructions to:
To issue a single receipt:
- Click Donations to view the Main Menu of this service.
- From the Canadian E-Tax Receipts section, choose Issue Single.
- Enter the email address, donor name and contact information to
appear on the receipt. If the tax receipt is to be issued in a
company's name, you can split the company name across both fields
(First Name: ACME; Last Name: Inc.) or you can include both the name
of the individual as well as the company name (First Name: ACME
Inc.; Last Name: c/o John Smith).
- Enter the amount of the donation.
- Optionally, only if you have enabled this is the tax receipt setup, enter a Fund
Name and/or select a Targeted Giving Program to appear on the eTax
example with the name highlighted in red. If both the Fund and
the Targeted Giving Program names are included in the tax receipt,
then the Fund name will appear above the Targeted Giving Program.
- Click default to populate the draft email message that accompanies
the tax receipt, making any changes as required.
- For example, in the Greeting field, enter a
greeting prefix (Hi, Hello, Dear) and choose how the greeting
should address the donor (first name vs. full first & last name).
- When satisfied with your email message, click Issue
- These receipts will be automatically emailed to the donor on
behalf of the coordinator associated with your receipt, once you
click Issue Receipt.
- Copies of these manual eTax receipts will be stored in the Manage Receipts
section along with the automatically issued receipts. These
manual receipts will also be listed in the Canadian
eTax Receipts report. The Order ID autogenerated by the
system will start with the letter B (for "bulk"), and
will not be linked to an original donation Order ID.
- There is a cost of $0.35 per electronic tax receipt manually issued.
If you do not have an email address
for the donor, you can have the receipt sent to your own email
address. The receipt is envelope-ready, so that it can be printed,
folded and inserted into a windowed #10 envelope, with the mailing
address correctly appearing in the window.
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