Void and Replace a Tax Receipt

This step-by-step guide for Cascadia Receipting NPC explains how to void a tax receipt and how to generate a replacement once the original has been voided. If a tax receipt has been issued with errors or is otherwise invalid, the Canada Revenue Agency requires that it be voided before a replacement can be issued.

Chantelle Ng
9 steps
54 seconds

Salesforce

Permissions & Alerts

User Permission Needed: - Cascadia Receipting User - Customize Application

**Are you a Canadian registered charity? Has the tax receipt been issued?**\ Do not delete Receipt records if they have been issued to a donor. Do not edit the existing Receipt record. The CRA requires organizations to keep a copy of the voided receipts. [Find out more here.](https://www.canada.ca/en/revenue-agency/services/charities-giving/charities/operating-a-registered-charity/issuing-receipts/correcting-replacing-official-donation-receipts.html)

Void Tax Receipt

Go to Receipt record that needs to be voided.

Click the "Void Tax Receipt" button.

Click "Confirm".

The Status field is now changed to Void.

Generate a Replacement Tax Receipt

Depending on the error, navigate to the related record of the voided receipt. For example, if there was a mistake on the donation, go to the Gift Transaction record. Or if there was a typo in the donor's name, go to the Person Account record.

Correcting the error on the original record ensures that all related data remains consistent.

- **Replacing a one-time tax receipt**: Navigate to the Opportunity record of the voided receipt and click "Generate Tax Receipt". - **Replacing an annual or consolidated tax receipt**: Navigate to the Contact record of the voided receipt and click "Generate Annual Receipt".

Click "Confirm".

The Last Voided Receipt field is populated and the Receipt field is populated with the replacement Receipt record.

Congratulations! You've created a replacement receipt, and your donor can claim their tax incentives with the correct information.

Void and Replace a Tax Receipt

Chantelle Ng
9 steps
54 seconds

Salesforce

Permissions & Alerts

User Permission Needed: - Cascadia Receipting User - Customize Application

Void Tax Receipt

Go to Receipt record that needs to be voided.

Click the "Void Tax Receipt" button.

Click "Confirm".

The Status field is now changed to Void.

Generate a Replacement Tax Receipt

Correcting the error on the original record ensures that all related data remains consistent.

Click "Confirm".

The Last Voided Receipt field is populated and the Receipt field is populated with the replacement Receipt record.

Congratulations! You've created a replacement receipt, and your donor can claim their tax incentives with the correct information.