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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 don't see the need to show voided tax receipts but we don't void a lot of tax receipts.  When it happens it was a full blown operator error on my part and we wouldn't want to confuse constituents why seeing the void in their TNEW account.  Usually a wrong Fund.  We would void the tax receipt # internally and reissue a new tax receipt #.

    If we have to replace a tax receipt the new tax receipt has to have a reference to the old tax receipt # so I think we wouldn't want the old one to be in their list once it has been replaced, unless the old one was watermarked with REPLACED.

    Those are my initial thoughts.  I'm relatively new to the TESS world so I am open to hearing about other senarios.

    Patrick

    Royal MTC

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  • 0 $organization

    Hi Lucy,

    I don't see the need to show voided tax receipts but we don't void a lot of tax receipts.  When it happens it was a full blown operator error on my part and we wouldn't want to confuse constituents why seeing the void in their TNEW account.  Usually a wrong Fund.  We would void the tax receipt # internally and reissue a new tax receipt #.

    If we have to replace a tax receipt the new tax receipt has to have a reference to the old tax receipt # so I think we wouldn't want the old one to be in their list once it has been replaced, unless the old one was watermarked with REPLACED.

    Those are my initial thoughts.  I'm relatively new to the TESS world so I am open to hearing about other senarios.

    Patrick

    Royal MTC

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