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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.

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