Tax Receipting Webinar

Tax Receipting

This session looks at configuring your DMS Tax Receipts, as well as common tax receipting scenarios, including issuing, re-issuing, and cancelling your tax receipts.

Experience: Intermediate
Duration: 25 minutes
Pre-requisites: Getting Started

1. Introduction to Tax Receipting in the DMS
2. Configuring your Tax Receipts
3. Modifying your Tax Receipt Thank-You Note
4. Modifying your Tax Receipt Email 
5. Issuing a Single Tax Receipt
6. Issuing Multiple Tax Receipts
7. Issuing Yearly Tax Receipts
8. Re-Issuing a Tax Receipt 
9. Voiding and Issuing a Corrected Tax Receipt
10. Marking a Contribution as Ineligible for Receipting