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Tax Deduction Pull for Elevated Events

Tegan Ketchie
$organization

Help!  I am attempting to start generating acknowledgment letters through Tessitura for our elevated events. The "Print Acknowledgment Letter" report is great, but leaves off the ticket value vs. tax deductible amounts for these elevated events.  

I had heard that the "Special Event Receipt" utility was the report I want to pull instead, but, despite having entered the tax info into my campaign setup for the elevated event, no number appeared under "tax deductible amount."

Has anyone else used the "Special Event Receipt" report to successfully generate acknowledgement letters with all tax information included?

Parents
  • $organization

    Glad this is working for you.  When I first started I had a lot of issues with this report as well, but things run pretty smoothly now.  However:

    1.)     Check the Elevated Event and make sure the amounts are in the right columns.  I believe if you do not enter a value in one area, Tessitura does an automatic function which causes this.

    2.)    Not in the canned report (for some reason I cannot tell you).  IT was able to add it for me to a ‘custom ‘ version.

    3.)    Once again, no.  I have the Event Team run these by list (date range)to try and work around this.

    Hope this helps!

     

    Lise

    212.719.9393 ext 331

    lises@roundabouttheatre.org

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Tegan Ketchie
    Sent: Wednesday, July 24, 2013 2:56 PM
    To: Lise Speidel
    Subject: Re: [Tessitura Development Forum] Tax Deduction Pull for Elevated Events

     

    Thanks so much, Nick and Lise!  

    It worked!  We entered our tax info under the levels tab, so pulling it the second way went perfectly.  But I think I have a few more bugs to address:

    1.  For one of our levels, no amount is tax deductible - it all goes towards event costs.  Tessitura somehow took the two people we had at this level and flipped the tax info, so the report says the whole thing was tax deductible, despite these numbers being set up to align correctly with the other levels.  Any way to fix this?

    2.  Date Received:  Is there a way to pull the date the money was either pledged or received into this without having to create a new report?

    3.  Is there something like the "Reprint" dropdown in the "Print Acknowledgement" report that will give you the option to only pull all entries received since the last time you sent acknowledgements?

    Thanks so much for your help!  

    From: Nick Barnett <bounce-nickbarnett3921@tessituranetwork.com>
    Sent: 7/24/2013 12:01:25 PM

    Hi Tegan!

    There are two Calculation Modes (in the report parameter screen) to this report and depending on where you entered the tax info determines which mode the report should be run in.

    If you entered the Non Deductible amount in the header of your elevated event, use the Calculation Mode: Num Attendees/Campaign Amount (be sure that the Num Attendees field is populated in your RSVPs for this to work).  This multiplies the number of attendees times the non deductible value.

    If you are using Levels on the Levels tab of the event, you must use the Calculation Mode: Guests/Level (be sure you have a row within each RSVP for each guest  and that each guest is tied to a level).  This takes each guest and their respective level to calculate the ultimate non deductible value for a reservation.

    Hope this helps!




    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!

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  • $organization

    Glad this is working for you.  When I first started I had a lot of issues with this report as well, but things run pretty smoothly now.  However:

    1.)     Check the Elevated Event and make sure the amounts are in the right columns.  I believe if you do not enter a value in one area, Tessitura does an automatic function which causes this.

    2.)    Not in the canned report (for some reason I cannot tell you).  IT was able to add it for me to a ‘custom ‘ version.

    3.)    Once again, no.  I have the Event Team run these by list (date range)to try and work around this.

    Hope this helps!

     

    Lise

    212.719.9393 ext 331

    lises@roundabouttheatre.org

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Tegan Ketchie
    Sent: Wednesday, July 24, 2013 2:56 PM
    To: Lise Speidel
    Subject: Re: [Tessitura Development Forum] Tax Deduction Pull for Elevated Events

     

    Thanks so much, Nick and Lise!  

    It worked!  We entered our tax info under the levels tab, so pulling it the second way went perfectly.  But I think I have a few more bugs to address:

    1.  For one of our levels, no amount is tax deductible - it all goes towards event costs.  Tessitura somehow took the two people we had at this level and flipped the tax info, so the report says the whole thing was tax deductible, despite these numbers being set up to align correctly with the other levels.  Any way to fix this?

    2.  Date Received:  Is there a way to pull the date the money was either pledged or received into this without having to create a new report?

    3.  Is there something like the "Reprint" dropdown in the "Print Acknowledgement" report that will give you the option to only pull all entries received since the last time you sent acknowledgements?

    Thanks so much for your help!  

    From: Nick Barnett <bounce-nickbarnett3921@tessituranetwork.com>
    Sent: 7/24/2013 12:01:25 PM

    Hi Tegan!

    There are two Calculation Modes (in the report parameter screen) to this report and depending on where you entered the tax info determines which mode the report should be run in.

    If you entered the Non Deductible amount in the header of your elevated event, use the Calculation Mode: Num Attendees/Campaign Amount (be sure that the Num Attendees field is populated in your RSVPs for this to work).  This multiplies the number of attendees times the non deductible value.

    If you are using Levels on the Levels tab of the event, you must use the Calculation Mode: Guests/Level (be sure you have a row within each RSVP for each guest  and that each guest is tied to a level).  This takes each guest and their respective level to calculate the ultimate non deductible value for a reservation.

    Hope this helps!




    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!

Children
  • $organization in reply to Lise Speidel

    Since we are using the special events receipt in lieu of the print acknowledgement letters, how do I get the rest of the most basic information to include in the letter- like the table level or the full amount? 

    The tax info is perfect and that is what was missing from the regular acknowledgement utility but we don't have their level or the date they made their gift. Thoughts on how to get this info into one document so we aren't going three different places to print a letter?