Process Individual Tax Receipts

Written by Dana Kinsey

Last published at: March 6th, 2020

Generate a tax receipt for a single donation.

  1. Select Donations from the Home page.
  2. Select the donation ID, or click Filter Reports to search for a donation.
  3. Click Tax Receipt.
  4. Select how you'd like to send the tax receipt.
    • Email to the Profile email address(es) on file
    • Email to a new email address
    • Print Tax Receipt - opens as a PDF in your browser
    • Download Tax Receipt formatted for Microsoft Word
      • This option will only display if you're using a Donation Letter template.

CommunitySuite can populate donation letter text from the merge fields within a Donation Letter template (if you're using templates), or from the donation_tax_header and donation_tax_footer fields, found in System Data -> Content. 

  • To pull donation letter text from a template:
    • Donation Templates (in System Data -> Site Data) must be turned on.
  • To pull donation letter text from the donation_tax_header and donation_tax_footerfields within System Data -> Content:
    • Donation Templates (in System Data -> Site Data) must be turned off.

If you plan to mail a paper copy of the tax receipt, select Print Envelope, and CommunitySuite  will populate an envelope with the name and address from the donor profile.