Download

Tessitura's Charitable Tax Receipt functionality overview - Sept 2022

This is a copy of the power point that Meaghan presented at the September 2022 community meeting. Please note that all items are still in development, and therefore subject to change. If you have any questions, please email product@tessituranetwork.com.

Meaghan Metke
Parents

  • No apology needed! Better to make sure I haven't missed anything.

    The dollar amounts is one piece of the template we are still playing with. My goal is to support a breakdown of gift amount, non-deductible amount and eligible amount per transaction, as well as a total eligible amount for the whole receipt. That said, the samples we provide are merely a starting place for all of you. You will be able to customize the layout and some of the content to create a receipt that meets both CRA requirements and your business needs. In other words, if you want the location to appear somewhere else, and you prefer to display the total eligible amount in multiple locations, you can absolutely do that.

    HTML templates natively accommodate the inclusion of images, so adding an image of the relevant signature will not be an issue.

    Thank you!

Comment

  • No apology needed! Better to make sure I haven't missed anything.

    The dollar amounts is one piece of the template we are still playing with. My goal is to support a breakdown of gift amount, non-deductible amount and eligible amount per transaction, as well as a total eligible amount for the whole receipt. That said, the samples we provide are merely a starting place for all of you. You will be able to customize the layout and some of the content to create a receipt that meets both CRA requirements and your business needs. In other words, if you want the location to appear somewhere else, and you prefer to display the total eligible amount in multiple locations, you can absolutely do that.

    HTML templates natively accommodate the inclusion of images, so adding an image of the relevant signature will not be an issue.

    Thank you!

Children
No Data