Overview

 

Donors may request a tax certificate for their donations and this may be for each donation or a consolidated certificate at year end.

 

If you are registered as a PBO you can send tax deductible receipts or tax certificates to donors.

DevMan provides for the option to issue individual certificates on each donation or consolidated tax certificates at year-end.

 

Topics

 

Issue tax certificateIssue a tax certificate

 

Bulk method of printing tax certificatesBulk generate tax certificates

 

Bulk method of printing taxt certificatesPrint a batch of generated certificates.

 

hmtoggle_arrow1Cancel a tax certificate

 

 

Note: You cannot print a single tax certificate if you have checked the Consolidated tax certificate box on the donation details page.

 

1.Search for and select your project, or go to Finance > Donations > View, and select your donation from the grid.

 

hmtoggle_plus1Click here to view

 

2.In the Donation details screen, go to View > Activities.

 

hmtoggle_plus1Click here to view

 

3.In the recent reminders screen, select Tax Certificate by clicking on the grid.

 

hmtoggle_plus1Click here to view

 

4.In the reminder details screen, click Complete to complete this reminder i.e. send a tax certificate.  (Ensure that you have an addressee (By), if not, click Add, search for and select your details, or the details of the person on whose behalf you are sending the letter.)

 

hmtoggle_plus1Click here to view

 

5.In the Letter screen ensure that all the details are correct. If you wish to change the letter you can edit in full screen. To print, go to Print preview > Letter > To Adobe Acrobat / Microsoft Word.  If you wish to email your tax certificate, see Email a letter.

 

hmtoggle_plus1Click  here to view

 

6.If enabled, a unique number will automatically be generated for each tax certificate printed. This number will appear on the Donation details screen.

 

hmtoggle_plus1Click here to view

 

 

Created with Help & Manual 7 and styled with Premium Pack Version 2.70 © by EC Software