Analysis of income by customer type
We are mandated by CRA to file an analysis of income by customer type on our T1030 - Charitable return. This shows the income received by each type of customer(ie. tax receipt - individuals, No receipt - companies/corporations, Other charities, Fed/Munc/Prov governments) If there could be a drop down menu when creating donor profiles to group these types of income together to make it easier to have a donation report with a customer type filter.
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Kate Baker
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