Tax receipt not deducting Non Ded Amt

Michele,

I process most of the acknowledgment letters for annual contributions and event contributions here at Kansas City Ballet. I honestly have not seen Tess “do the math” for me regarding Goods and Services/Non-Deductible Portions. ¾ of the page is a thank you letter, then the bottom portion is the tax receipt. We list the contribution amount and the date received. Then we include a line that states “Cost of Goods and Services: $xxx” or the “Non-Tax Deductible Portion of your contribution is $xxx.” Then we have a merge field which populates the portion to be taken out.

We have also sent an insert along with the thank you letter stating the levels of Goods and Services – we only do this when there are multiple contribution levels with differing Non-Deductible portions.

I hope this helps. If you receive a response with a different solution, please share.

We have just recently held an elevated event with a non deductible amount of $250.  When we are generating our tax receipts, this non deductible amount is not coming off the value of the tax receipt.

Any ideas as to why this is not coming off the value of the tax receipt? A step we have missed somewhere?

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Michele,

I process most of the acknowledgment letters for annual contributions and event contributions here at Kansas City Ballet. I honestly have not seen Tess “do the math” for me regarding Goods and Services/Non-Deductible Portions. ¾ of the page is a thank you letter, then the bottom portion is the tax receipt. We list the contribution amount and the date received. Then we include a line that states “Cost of Goods and Services: $xxx” or the “Non-Tax Deductible Portion of your contribution is $xxx.” Then we have a merge field which populates the portion to be taken out.

We have also sent an insert along with the thank you letter stating the levels of Goods and Services – we only do this when there are multiple contribution levels with differing Non-Deductible portions.

I hope this helps. If you receive a response with a different solution, please share.

We have just recently held an elevated event with a non deductible amount of $250.  When we are generating our tax receipts, this non deductible amount is not coming off the value of the tax receipt.

Any ideas as to why this is not coming off the value of the tax receipt? A step we have missed somewhere?

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!