Hello! My company is quite new to the Tessitura world. We're wondering how to properly set up a tax receipt as an "acknowledgement". It looks like the "rules" have been established but we seem to be missing a step.
As we have our own templates for Acknowledgement letters, we wanted to "bypass" this step of the creation process for now and just focus on getting our tax receipts printed.
Any assistance would be greatly appreciated!
Thanks in advance,
Tanya September
Hi Tanya,
You will need to have some kind of tax receipt template uploaded into Tessitura in the T_FORMAT_INFO table.
I’m not sure how standard everything is, but in our table, the tax receipt template has been built using Infomaker, given a description, and is identified as an “Ack Letter” in the “Gooesoft Report Id” column of the table.
Then, in References, we can select this tax receipt template in the “Letter” drop-down menu of the Acknowledgements tab, and apply the rules accordingly.
I hope this helps. Forgive my lack of technical-speak!
Cheers,
Christine
Christine Pellerin Development CoordinatorSoulpepper Theatre CompanyT 416.203.6264 x.145F 416.203.1531W soulpepper.ca
Young Centre for the Performing ArtsDistillery Historic District
50 Tank House Lane Toronto, ON, M5A 3C4
Box Office: 416.866.8666
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From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Tanya SeptemberSent: Thursday, July 19, 2012 4:22 PMTo: christine@soulpepper.caSubject: [Tessitura Next Generation Forum] Tax Receipts - Set Up & Printing
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Hello Tanya,
As our auditors require seeing a generated tax receipt number from the database we have used the standard acknowledgement letter procedure since we converted to Tessitura 4 years ago. To follow up on Christine's comments:
1) To generate a tax receipt you need at least one template in T_FORMAT_INFO. Under Description you could label it simply RWB (Ack&Rcpt). Out of the box Gooesoft Report Id is "Ack Letter" and D Object is "d_ack_letter_report". The key here to generate a tax receipt number is that the Receipt Counter column must be populated. You create options for this in TR_TAX_RECEIPT_COUNTER. Possibly you only need one entry here - Royal Winnipeg Ballet. We have two different options, as some of our receipts are generated on behalf of our Foundation.
2) Campaigns>References>Acknowledgements - As Christine mentions, for the appropriate campaign, assign the letter you created in 1) and then determine the Transaction rules.
3) When processing a Contribution ensure that you have selected the appropriate Acknowledgement Letter in the Prem/Ack tab.
4) Reports>Labels and Letters>Print Acknowledgement Reports - Select the letter, and date parameters of contributions where you want to generate the ack letter/tax receipt. Getting back to your comment on pre-existing template - If it is a word doc you can save the data generated in Tess by exporting to Excel and then pushing in the required fields from the Excel doc for your template.
So that's the key here for us, that our auditors require seeing the tax receipt number generated from the software. The above procedure has worked well for us.
Duane