Hi!
Since we have to submit the amount we tax receipt to CRA each year, we have been manually updating an excel document. There must be an easier way to do this. Is there a report that would pull this information to an excel so that we could just pull when needed? I'm not worried about tracking the individual's tax receipt number since we can always reprint upon their request. We just need to be able to figure out what the grand total is at the end of the year.
I'd be very interested to hear how other Canadian organizations manage this.
Thanks!
Never mind! We've figured it out.
Hi Lesley,
We're just switching to Tessitura and will need to do this next year. May I ask what your solution was?
We ran the Print Acknowledgement Letters report as usual selecting Tax receipt and choosing the dates needed. Then we Save As Excel and all the fields were exported.
Hope this helps!