Hi All,
Does any one know of Tessitura reports for calculating tax and creating the receipts for pledges? There is a Pledge billing report which generates bills but I am not aware of any Tax receipts report. If any one uses custom report or calculates tax and creates the receipts at the end of each Financial year on adhoc basis then please let me know if you would like to share the files or code for that?
Regards,
Renu.
Labels and Letters > Print Acknowledgement Letters may be able to handle your ongoing “receipts.” We created a custom report that collects and presents calendar year contributions for annual reporting. Originally we sent an annual receipt to just about everyone, but now sent mostly just at customer request. We let the “Print Acknowledgement Letter” acknowledgement/receipts, with clarifying wording about pledges, gifts and payments, carry the bulk of the receipt load.
John Trimble Data and Prospect ManagerDallas Symphony Orchestra Morton H. Meyerson Symphony CenterSchlegel Administrative Suites2301 Flora Street Dallas, Texas 75201-2413 214-871-4041 - phone214-981-2988 - faxj.trimble@DalSym.comwww.MyDSO.com
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Renu SinghSent: Sunday, June 15, 2014 8:36 PMTo: John TrimbleSubject: [Tessitura Development Forum] Tax receipts for pledges
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Thanks John for letting me know. I wonder if I calculate tax in back end and can print the tax receipt by customizing this infomaker report. Thanks for pointing to this existing Tessitura report.