Tax receipts in v11

Hi everyone,

I have a v11 tax receipting connundrum on my hands:

My organization has fairly strict business rules (based on CRA guidelines) on how we issue tax receipts:  we've only issued tax receipts in the name of the actual donor, regardless of whether they have a spouse.  I'm aware that some other Canadian organizations will receipt a donation in the name of both spouses when the situation occurs (I believe this is also within CRA guidelines).

That said, in v10 we were able to specify in the Contributions Editor via the Tax Credit indicator whether to issue the receipt to N1 or N2.  In our testing of v11, we've noticed that this function is no longer available (not really a surprise, given the new constituent model).  I know that we are able to adjust the default behaviour on whether transactions can be made on the household or individual accounts, but I'd rather not have the flexibility to move between the two, because that would mean we'd have some memberships on household accounts and some the A1/A2 accounts, and that makes for very messy reporting.

So, the question becomes - how do we receipt the A1/A2 person when transactions are recommended to be directed to the household?

We've identified a stop-gap solution of using a special Salutation type and manually adjusting the name in the space as the situation calls for it.  However, I'm not sure if that really is the most efficient way to manage it.

Have any other Canadian organizations run into this problem?  Is there a way to receipt the A1/A2 person while still transacting to the household?

Any suggestions would be most appreciated!

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Hi everyone,

I have a v11 tax receipting connundrum on my hands:

My organization has fairly strict business rules (based on CRA guidelines) on how we issue tax receipts:  we've only issued tax receipts in the name of the actual donor, regardless of whether they have a spouse.  I'm aware that some other Canadian organizations will receipt a donation in the name of both spouses when the situation occurs (I believe this is also within CRA guidelines).

That said, in v10 we were able to specify in the Contributions Editor via the Tax Credit indicator whether to issue the receipt to N1 or N2.  In our testing of v11, we've noticed that this function is no longer available (not really a surprise, given the new constituent model).  I know that we are able to adjust the default behaviour on whether transactions can be made on the household or individual accounts, but I'd rather not have the flexibility to move between the two, because that would mean we'd have some memberships on household accounts and some the A1/A2 accounts, and that makes for very messy reporting.

So, the question becomes - how do we receipt the A1/A2 person when transactions are recommended to be directed to the household?

We've identified a stop-gap solution of using a special Salutation type and manually adjusting the name in the space as the situation calls for it.  However, I'm not sure if that really is the most efficient way to manage it.

Have any other Canadian organizations run into this problem?  Is there a way to receipt the A1/A2 person while still transacting to the household?

Any suggestions would be most appreciated!

You were sent this message automatically by www.tessituranetwork.com because you subscribed to the Tessitura Next Generation forum email notifications. You may reply to this message or visit the site to reply to the post above. If replying via email, please consider deleting the previous message text before sending to help with readability on the site. Thank you!