How do I change the coordinator receiving copies of tax receipts?
You can change the coordinator receiving copies of all eTax Receipts as follows:
- Click Donations to view the Main Menu of this service.
- From the Canadian E-Tax Receipts section, choose Setup Receipts.
- 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.
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