Setup Tax Receipts for donations (INTERPODIA ADMIN ONLY)

Setup tax receipts for donations made to a charity

IMPORTNAT NOTE:

Before we're able to issue tax receipts on behalf of a charity we MUST have an "agent authorization" form completed and returned to us.
Interpodia can not issue CRA-compliant tax receipts without explicit authorization from the charity.

SETUP:

1. Create your charity, campaign, & campaign display as per usual

2. Create the tax receipt document (template). You can copy the HTML from CCN here; https://ccnbikes.com/eventsquare/admin/panel/documentgenerator_app/template/731

Charity-specific areas in template that need to be updated include;

  • Charity Logo (near the top)
  • Charity name & address
  • Charity Registration #
  • Authorized Signature image (near the bottom. signature should be found & taken from Agent Authorization form)

3. Create a Number Generator for receipt numbers. Be sure to check if the receipt number range or format is specified in the Agent Authorization

https://ccnbikes.com/eventsquare/admin/panel/numberrange_app/generator/417

4. Create the Tax Receipt Setup

https://ccnbikes.com/eventsquare/admin/panel/taxreceipt_app/taxreceiptsetup/43/

5. Connect your Tax Receipt Setup to your Campaign

https://ccnbikes.com/eventsquare/admin/panel/fundraise_app/campaign/330/