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Tax Credit During Contribution Processing

Amber Newsome
$organization

Hello,

We are looking to update the "tax credit" drop-down on a few of our contributions that have already been booked in the system.  Does anyone happen to know if it is a hard adjustment to the gift to go back and adjust the tax credit drop-down?

Thanks!
Amber Newsome
Segerstrom Center for the Arts

Parents
  • $organization

    Hi Amber,

    I hope you got an answer somewhere along the line to your question. I actually have a related question. We are finally going to upgrade to v.11 (!) and can you tell me what happens if the tax credit is assigned to Name 1 or Name 2 in migration? Does it push the contribution to that person's account? Or does it stay on the household account with the same notation in the contribution tab as v.10?

    Kathi

     

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  • $organization

    Hi Amber,

    I hope you got an answer somewhere along the line to your question. I actually have a related question. We are finally going to upgrade to v.11 (!) and can you tell me what happens if the tax credit is assigned to Name 1 or Name 2 in migration? Does it push the contribution to that person's account? Or does it stay on the household account with the same notation in the contribution tab as v.10?

    Kathi

     

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