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Non tax-deductible contributions reporting

Posted: Mon Nov 01, 2004 11:49 am
by lmschuelke
Is there a way to record contributions that are made for non tax-deductible things?

For instance: The church bought a block of tickets for a concert and then sold them to members. Members sometimes included the payment in their tithe envelope--same check, split amounts. How do we record these so that they don't show up on the contributions report as tax deductible. So far we've been recording them as annonomous contributions, but then we can lose who has paid what. :?

Other times there are conferences, books, tapes, dinners, etc. It would be nice to have that show up somewhere with contributor designation, but not tax-deductible.

Or is there a way to give a value of non-tax deductible value received that I've sometimes seen on contribution statements I have personally received?

Posted: Mon Nov 01, 2004 11:54 am
by Zaphod
It seems like you could do one of two things. You could process those items you're selling in Accounts Receivable, but since it sounds like they're giving both in one check, you could create a non-tax contribution fund. I'd make sure it is in a number range that you can exclude from reports and statements if you like.

Posted: Mon Nov 01, 2004 12:02 pm
by NeilZ
We use the number range exclusion. All deductable contributions are betow 50, all non-deductable are above 50.

Works quite nicely. At statement time you just tell the system what areas you want to include, it does the rest.

Posted: Mon Nov 01, 2004 12:21 pm
by jeffkoke
NeilZ wrote:We use the number range exclusion. All deductable contributions are betow 50, all non-deductable are above 50.

Works quite nicely. At statement time you just tell the system what areas you want to include, it does the rest.
We do the same, except our split is at 500. We include all ministry fund raisers, trips and re-sale items.

Jeff

Posted: Mon Nov 01, 2004 2:40 pm
by NeilZ
jeffkoke wrote:
NeilZ wrote:We use the number range exclusion. All deductable contributions are betow 50, all non-deductable are above 50.

Works quite nicely. At statement time you just tell the system what areas you want to include, it does the rest.
We do the same, except our split is at 500. We include all ministry fund raisers, trips and re-sale items.

Jeff
We're going to be renumbering our contribution funds in January. The financial secretary is finally taking my advice on this so we have more leeway.

Posted: Mon Nov 01, 2004 3:19 pm
by jeffkoke
NeilZ wrote:We're going to be renumbering our contribution funds in January. The financial secretary is finally taking my advice on this so we have more leeway.
Let her know that you can use base 16 for an even better effect! :wink:

If I recall, you can mix alphas with the numbers in the chart of accounts. So, I'd expect that the same could be done in the contributions funds.

Zaphod can confirm or deny, if I'm not quite right.

Posted: Mon Nov 01, 2004 5:12 pm
by Zaphod
The Accounting Fund number can be alphanumeric. The Contribution Funds are a 5 digit numeronumeric number.

I reserve the right to make up words at will.

Posted: Mon Nov 01, 2004 5:49 pm
by lmschuelke
numeronumeric number? Ok I assume that means no letters! Thanks for all the great help! We're getting this all figured out bit by bit! :)

Posted: Mon Nov 01, 2004 9:11 pm
by jeffkoke
lmschuelke wrote:numeronumeric number? Ok I assume that means no letters! Thanks for all the great help! We're getting this all figured out bit by bit! :)
At that level, you're at ones and zeros! :lol:

Posted: Tue Nov 02, 2004 3:18 pm
by Tracy
jeffkoke wrote:At that level, you're at ones and zeros! :lol:
There are 10 types of people in the world.
Those that understand binary and those that don't.

Posted: Tue Nov 02, 2004 8:33 pm
by jeffkoke
Tracy wrote:There are 10 types of people in the world.
Those that understand binary and those that don't.
So true, so true!

Posted: Thu Nov 04, 2004 6:06 am
by foxygramps
Very Punny!

Posted: Thu Nov 04, 2004 7:05 am
by jeffkoke
Calculating in binary code is as easy as 01,10,11.