Generate annual tax receipt

The annual tax receipt consolidates all of a donor’s gifts during a fiscal year into a single signed PDF, deductible per local legislation.

TL;DR

Donations → Receipts → Generate annual receipts. Pick fiscal year and donors. The system generates and emails the PDFs.

Before you start

• Verify the church tax information is complete (legal name, tax ID, registered address). Go to Settings → Tax info.
• Verify the campus logo is up to date (it appears on the receipt).
• Close the fiscal year in the donations module (no later adjustments accepted).

Steps

1. Donations → Receipts → Generate annual receipts.
2. Select the fiscal year (default: most recent closed year).
3. Select scope: all donors, only donors above $X, or a manual group.
4. Preview: download one PDF and verify names, totals, tax ID.
5. Confirm. The system generates PDFs in batch (~1 minute per 500 donors) and emails the donor. Each PDF is archived in the donor record.

Post-issue verification

• Donations → Receipts → Annual shows the batch, count sent, failed (bounced email) and a resend button.
• Each donor can download their receipt from the donor portal at any time.