Tax receipts for pledges

 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.

Parents
  • We do not use a custom report in Tess for this. Our tax receipts for contributions are built into our acknowledgement thank you merge template.

     

    Marie

     

    ---

    Marie Kocher | Development Assistant

    Kansas City Ballet | Todd Bolender Center for Dance & Creativity

    500 W. Pershing Road, Kansas City, MO 64108

    816.421.5582 (D) | 816.931.2232 x1382 (O) | 816.931.1172 (fax)

    kcballet.org

     


    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Renu Singh
    Sent: Sunday, June 15, 2014 8:34 PM
    To: Marie Kocher
    Subject: [Tessitura Development Forum] Tax receipts for pledges

     

     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.




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  • Hi Marie,

    How do you populate the "acknowledgement thank you merge template" with tessitura data?

    Regards,

    renu.

  • Former Member
    Former Member $organization in reply to Renu Singh

    There is a great Powerpoint presentation on the use of Tessi and mail merge for acknowledgement letters in the conference archives.

    See "Quick and Beautiful Acks"

    http://www.tessituranetwork.com/en/network/Conference/Conference%20Materials%20Archive/2012%20Conference%20Materials.aspx

Reply
  • Former Member
    Former Member $organization in reply to Renu Singh

    There is a great Powerpoint presentation on the use of Tessi and mail merge for acknowledgement letters in the conference archives.

    See "Quick and Beautiful Acks"

    http://www.tessituranetwork.com/en/network/Conference/Conference%20Materials%20Archive/2012%20Conference%20Materials.aspx

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