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
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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.