Household yearly tax receipt
We would like to see the ability to run yearly tax receipts for donations for a household even if donations were added to individuals within the household separately. It would be nice to have the option to combine donations.
Natasha Duda
shared this idea
Donations: Enhanced the yearly tax receipts with an option to print by household or individual based on filtered list. Also, renamed the pdf attached that is emailed to read YearlyTaxReceipt, instead of the date range. Release Date 11.17.2022
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Rachael Rosas
commented
I have a few recurring gifts who don't want to receive a tax receipt every month, but would like one once a year, so this would be great for that.
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Laurel Shulman
commented
Could this also include Curtis' request here - that an individual profile with a fund advisor record can see HH receipts in the donor portal? We really want to show receipts in the donor portal but we have tax receipts for folks on both individual and household records.
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Curtis Shifflett
commented
I would add that having these combined donations show in the donor portal would be great. Currently, if a donation is attributed to the HH, then neither Advisor will see that tax receipt under their individual logins.
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Britt Ramroop
commented
When I'm in a household donor page I can see a combine list of household and member donations. I would love to have an option to provide a combine yearly tax receipt just like that, that combines member and household donations. Currently I have the choice of only a tax receipt for household donation or a receipt for member - but nothing combine. If they send a check in with both member names on it it is put as a household donation, but if they are on their personal fund advisor portal and make a donation it lists it under the member profile. Ultimately for their tax purposes it is all the same. I like being able to distinguish who made the donation but for household receipting I would love the option to combine for 1 yearly tax receipt.