Canadian Tax Receipts

[firstuc]

We send out quarter contribution statements using the All Contribution Statement report. Since this report also serves as the tax receipt format, printing tax receipts in error can occur in the printing through the Contribution statement module. If you do not uncheck the "print Tax Receipt" box you will end up printing and permanently recording unwanted tax receipt numbers in your system. Question .. Can an update to the program be modified to leave this check box "unchecked" as the default for the program thus eliminating this problem?
Dorothy

[NeilZ]

We send out quarter contribution statements using the All Contribution Statement report. Since this report also serves as the tax receipt format, printing tax receipts in error can occur in the printing through the Contribution statement module. If you do not uncheck the "print Tax Receipt" box you will end up printing and permanently recording unwanted tax receipt numbers in your system. Question .. Can an update to the program be modified to leave this check box "unchecked" as the default for the program thus eliminating this problem?
Dorothy

I'd send an email to "wishlist@powerchurch.com" explaining why this will save you time or make your job easier. They take those emails seriously and look to see if any change requested will help a majority of their users.

[Zorak]

Starting with Version 11, you can save your own report defaults. It was covered in one of our quarterly newsletter articles a couple of years back.

https://www.powerchurch.com/support/414 ... 12#feature

[firstuc]

Thanks for the link info to Report Option feature. We will try and see if this works for issuing Canadian Tax Receipts along with the normal quarterly statements.

[NeilZ]

Thanks for the link info to Report Option feature. We will try and see if this works for issuing Canadian Tax Receipts along with the normal quarterly statements.

Just switched over to a Canadian church on my test machine, what Zorak is saying is that the Canadian user will get an additional report option screen that the US user does not. On that you can set whether or not you want to issue a Tax Receipt.

What you do is UNCHECK that box then save all the quarterly settings by clicking using the small DISK icon at the top left. It will ask for a name, and give it something like Quarterly Statements. If you want to setup the settings for the annual Tax Receipts, you can create and save that too.

You probably know all this, but this will help walk-thru others who are having the same issue.

[firstuc]

Thanks Neil and yes I did discover that. One additional problem that I have discovered is that the window that allows you type in information onto the form "Do you want to print a message on each statement" does not appear on the Tax Statement using the CRA sample layout. When you have a situation where you are providing a replacement Tax Receipt to an individual. you have to make a statement that the new receipt replaces the previous lost receipt. For example we would indicate on the Tax Receipt "This Receipt No. #### replaces previously issued Receipt #### dated ####". Any suggestions?