Generate Annual Tax Receipts

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

Lynda En
5 steps
26 seconds

Cascadiareceipting

Permissions & Alerts

User Permissions Needed: - Cascadia Receipting User - Customize Application

Annual receipt generation is included in the **Starter Tier** and requires an additional package. If you don’t currently have access to this feature, please email [chantelle@cascadiasolutions.ca](mailto:chantelle@cascadiasolutions.ca) for assistance.

Guide

Who is the consolidated receipt for? - For organizational donors: Navigate to the Organization Account record. - For individual donors: Navigate to the Contact record.

In the donor record, click the "Generate Annual Receipt" button.

Select the year, and click "Continue".

Cascadia Receipting allows your organization to receipt the previous 7 years, as per CRA guidelines.

Click "Submit".

A consolidated tax receipt for the year has been created.

**The Tax Receipt hasn't been issued to the donor yet**\ The Tax Receipt record has been generated in Salesforce, but you will need to issue your Tax Receipt via [mail out](https://help.cascadiareceipting.com/kb_articles/generate-a-tax-receipt-pdf/) or [email](https://help.cascadiareceipting.com/kb_articles/email-a-tax-receipt-to-the-donor/) .