Canadian Tax Module

If you are a Canadian customer, you have an alternative option to produce tax receipts using the Canadian Tax Module. This produces a receipt in the format needed and abides by Canadian tax laws. To produce a tax receipt using the Canadian tax module, first open a ticket to make sure the module is in your environment. Next, you may produce a receipt for each donation (option 1) or one receipt for a group of donations (option 2). Read on for how to complete the process: 

OPTION 1) Find a contact record. Click on the tab "contributions". Find the contribution and  go into view contribution. Click button with the Canadian maple leaf to produce a receipt for that one contribution. Repeat.

OPTION 2) Go to your back office Finances menu/ Find contributions. Enter your desired filters and search. Select the contributions/ action= issue tax receipt.

IMPORTANT POINT #1: If a contact has an email on file, it will send an email to that person.

IMPORTANT POINT #2: If the "Issue Tax Receipt" button is clicked again a second set of receipts - now marked "Duplicate Copy" will be issued. The Source field is printed on the Tax receipt and can be used to add a note if this receipt replaces one that was issued previously. The Issue Tax Receipt button in the CiviCRM View Contribution screen has a Maple Leaf icon that is white if the Tax Receipt has NOT yet been issued and is red if the Tax Receipt already has been issued. Administrative Staff can press the Issue Tax Receipt button again - to issue a copy marked duplicate - but now they no longer need to check the Email archive to see if they already had issued a receipt previously.