HOW TO: Issue and Reissue Tax Receipts (US and Canada)
Around the New Year, many donors like to get their tax documents in order. Even if you’ve already sent them their receipt, they may need an additional copy. Here’s a video and handout (with helpful links for more information!) on how to quickly, efficiently, and accurately handle all of your year-end receipting needs.
Categories: How To, Year End Campaign
HOW TO: Issue and Reissue Tax Receipts (US and Canada) TranscriptPrint Transcript
Speaker: Reissue a receipt. If a receipt is lost or destroyed, sending the donor a replacement is simple. For individual requests, we recommend using email to reissue receipts because it is a good Read More
Speaker: Reissue a receipt. If a receipt is lost or destroyed, sending the donor a replacement is simple. For individual requests, we recommend using email to reissue receipts because it is a good opportunity to update the donor’s email address and a quicker way to satisfy their request. Just navigate to the receipt screen and click the Reissue Receipts icon. Enter your search criteria, and select the donation from the results. Choose your options for either email or letter, and click the Reissue Receipt button.
For an email, when the preview appears, choose your email template from the dropdown. You can add additional texts but it is best practice to create a separate email template specifically for reissued receipts. Then click send. Although you can reissue an individual letter receipt using this screen by exporting the data to an Excel file, we suggest navigating to the donor’s gift screen and clicking the pencil icon associated with the gift. Within the gift detail screen, click the Instant Merge link, toward the top of the screen.
It is best practice to create a separate mail merge template for reissuing receipts and upload it here. Click the Merge button and save your file. To reissue a batch of receipts for all gifts in a given date range, use the receipt screen. Choose email, letter, or both. Under transaction type, choose All Transactions, and select a date range. Uncheck Current Batch and select Include Already Processed Gifts. From there, just follow the usual steps to generate a batch of reissued receipts.