User Support Forum

I have just issued tax receipts using the email tool (sends out pdf documents to each person). It is a really handy tool...
However, it does not send out my signature on the pdf document.
Is it required? If so, how do you do it? I looked around the help files, etc, can't find it.
I am in Canada if that makes a difference.
I am running version 9 on Windows XP.
Regards,
Richard

...while I am at it ... does anyone have any advice for these as well?

Problem #2, I have set people up with email address in their profile, but for some reason it isn't sending it to them. ie, it sends it to some people with email, the new ones I just set up it doesn't, not sure why...


Problem #3
How do you get the pdf emailed reports to remove the comment that this is an offical receipt for income tax purposes. For quarterly reporting, I would like to remove that comment. Obviously for year end reporting, it is required.

Regards,
Richard

All I can answer is #3
When you are printing contribution statemtents / emailing - you go the dialogue boxes - and immediately prior to where you select whether you will print or email statements - there is a selection that says "do you want to send tax receipts" - UNCLICK this box - and all that info won't show up.

=)
Karin

rbarber wrote:...while I am at it ... does anyone have any advice for these as well?

Problem #2, I have set people up with email address in their profile, but for some reason it isn't sending it to them. ie, it sends it to some people with email, the new ones I just set up it doesn't, not sure why...


Problem #3
How do you get the pdf emailed reports to remove the comment that this is an offical receipt for income tax purposes. For quarterly reporting, I would like to remove that comment. Obviously for year end reporting, it is required.

Regards,
Richard

On Item #2, I remembered a reply to someone by Tracy concerning an issue much like this:

I researched this problem and determined three things which could possibly bring this behavior.

The family is not set to be included in membership module reports.
The profile Adult flag is not set. I have a feeling this is the cause of what you are currently experiencing.

As far as Item #1, you may want to see what Canadian Revenue has to say about electronic transmission of charitable receipts.

I do not send a signature out with any of the statements that I send, but I am not sure if it is needed in Canada.

OK .. I have way too much time on my hands.

I did a search at Canada Revenue, and found this:

http://www.cra-arc.gc.ca/chrts-gvng/chr ... 4-eng.html

It gives some basic information on electronically transmitted receipts. The way I read it, as long as the receipt is send in a way that can not be altered (such as a PDF) you should be OK even without a facsimile signature.

That said, I would check with them to be sure. Better safe than sorry

On question #2, check to make sure that the "Email contribution statement" is checked by the email address.