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Soliciting Feedback Re: Self-Serve Charitable Tax Receipts in TNEW

Lucy Horns
$organization

Hello, it's nice to meet you all!  I'm Lucy Horns, a new Product Analyst on the TNEW team and I'm working on the self-serve Charitable Tax Receipts feature.  While the TNEW functionality is relatively straight-forward in scope, I'd love some feedback about your use cases and business needs.

The feature will be a separate page in the "My Account" area that will allow donors to view, download, and print their tax receipts.  Receipts will be viewable as PDFs, and only those receipts you have generated will be available.

Please let me know if you have any feedback about the following specific questions:

  • Voided/non-current receipts: Are there situations where you would want a donor to be able to view/download/print any receipts that are not their most current, non-voided receipts?
  • Sorting: We are currently planning on separating receipts by tax year, and within a tax year sorting by receipt issue date.  Is there a reason this would be difficult or non-ideal?

If you have any other thoughts or business needs for this page, please let me know!

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  • 0 $organization

    Hi Lucy, 

    I love the sorting suggestion!

    For the voided/non-current... I feel like having any receipts that have been voided on their account might cause confusion... but for non-current, just confirming that you don't mean receipts that are not the most current won't eventually disappear. 

  • 0 $organization in reply to Nicki LeGrand

    Hi Nicki! 

    We would give the user a "view voided receipts" toggle to avoid confusion, but in thinking about it further, I haven't been able to think of a use case for providing them at all.

    By "non-current" I just mean any version of a receipt that is not the most current, best version of that specific receipt.  Not that only the most current receipt would be available.

    On that note, though, in our current thinking, all (valid) receipts that you are storing as an org would be available to the user.  This means that if you have a business rule of deleting receipts after 10 years, the deleted decade-old receipts would then be unavailable to the user as well, but not before they are deleted on your end.  We did consider adding a parameter that could put a more restrictive time limit on the self-serve receipts (like you store receipts for 10 years but only want them to be available to donors for 5), but decided against it.  But if folks feel like that additional restriction would be useful, we could reconsider it!

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  • 0 $organization in reply to Nicki LeGrand

    Hi Nicki! 

    We would give the user a "view voided receipts" toggle to avoid confusion, but in thinking about it further, I haven't been able to think of a use case for providing them at all.

    By "non-current" I just mean any version of a receipt that is not the most current, best version of that specific receipt.  Not that only the most current receipt would be available.

    On that note, though, in our current thinking, all (valid) receipts that you are storing as an org would be available to the user.  This means that if you have a business rule of deleting receipts after 10 years, the deleted decade-old receipts would then be unavailable to the user as well, but not before they are deleted on your end.  We did consider adding a parameter that could put a more restrictive time limit on the self-serve receipts (like you store receipts for 10 years but only want them to be available to donors for 5), but decided against it.  But if folks feel like that additional restriction would be useful, we could reconsider it!

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