Issuing Tax Receipts

Note: Tax Receipts can now be issued in French! After adding a single or multiple Contributions, you can issue Tax Receipts to the Contacts associated with those offline Contributions. But before issuing your first DMS tax receipt, if you ...

After adding a single or multiple Contributions, you may want to issue a Single Yearly Tax Receipt  to the Contact associated with those offline Contributions. Learn how to modify the Default Tax Receipt Email Learn how to mod...

In Kind Receipts in the DMS have the same format as regular Tax Receipts and are fully compliant with the CRA. Note : You cannot issue Combined Tax Receipts for In-Kind Contributions due to the unique nature of each In-Kind donation. In Kin...

If you want to recognize a couple on a Tax Receipt, you can: Add each person as Individual Contacts , Associate them with a Household Contact, and Issue the Tax Receipt for the Household. Considerations Before adding contributions to...

You can easily exclude your Offline Contributions from being receipted in the DMS when adding or modifying them. When Adding a Single Contribution 1. Visit the Contributions  tab. 2. Select Add Contribution on the top right. ...