How to Create Donor Management Tax Receipts

There are a few steps that we need to take before having the ability to send Tax Receipts through Donor Management. 

Please follow these steps to proceed with successfully sending your constituents their tax receipts. 

Navigate to your Mailings Tab in Donor Management to proceed with setup: 

1.  Select Manage Templates to set your Receipt Letter and Receipt 
2. Create the body of your letter. 
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   2. When creating the body of your receipt template, be sure to set the category as "receipts" and the type as "receipt cover letter"
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      2. Please note, the mailing template must match with the mailing list type for receipts to be sent. (i.e., the mailing list must be a receipt mailing list to send out receipts successfully).
   3. Once the body of the template is created, proceed with setting up the actual receipt that will be sent to your constituents by creating a receipt template:
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      2. US organizations will select "Editable tax receipt"
      3. Canadian organizations will select "Non-editable tax receipts"
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      4. Upon select of receipt type, you will proceed with adding the required information into the template along with your organizations logo and signature for the receipt to be officially created.
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Once the mailing template and receipt are created, you can proceed with creating the mailing list of constituents you want to receipt and applying the mailing list to the mailing. 

Please click here to find steps on how to send your receipt mailing!