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Official Tax Receipting for Canada

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  • Official Tax Receipting for Canada

    Hi there.

    Two Questions regarding the subject:

    1. We were wondering if there's an option in any of the Checkout pages OR Connect that will enable us to issue an official tax receipt (Canada) once donation is made and not just a confirmation of transaction receipt. Does the system push official tax receipts or would we have to do that manually?

    2. When we made a test transaction, a note states the following:

    ***Test Mode Transaction***Please Note
    Charitable contribution is the portion of your donation or purchase that may be tax deductible.
    Your contribution is tax deductible to the extent allowed by governing laws.
    Donors within the United States of America should check with the Internal Revenue Service IRS publication 526 & IRS publication 1771 and/or their tax advisor for further details.
    Donors outside of the United States of America should review local laws and regulations for details.
    Your credit card charges will be marked as paid to CAREERS : NEXT GENERATION

    This Note pops up once a payment is made on the screen but does not show on the actual receipt that donors receive in their emails. Is there any way to make it appear on their e-receipt as well?

    Thank you.

  • #2
    Good day!

    Since you are using Salesforce have you considered using the Autoresponder?

    You may do whatever you want and simply design the receipt exactly to your specs.

    Have you used Autoresponder?
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
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