Generate A Single Annual Tax Receipt

This guide outlines a simple step-by-step process for generating an annual consolidated tax receipt for your organization. Cascadia Receipting NPC automatically gathers all unreceipted donations eligible for receipting within the selected year and generates a single consolidated tax receipt for the donor.

Chantelle Ng
8 steps
55 seconds

Salesforce

Permissions & Alerts

User Permissions Needed: - Cascadia Receipting User - Customize Application

Guide

Go to the Account record of the donor you want to generate a tax receipt for.

Click "Generate Annual Receipt".

Select the year.

Click "Continue".

Click "Submit".

Click the Receipts tab.

Go to the Receipt record.

Notice that the annual Receipt records have the Year field stamped.