Tax Reclaim User Manual

The purpose of this document is to provide a manual for users to operate the Tax Reclaim Process.

This process selects all contacts who have donated over a certain amount in the specified year and creates the Tax Reclaim File to be sent to the Revenue.

If you are using NPSP, it selects all donations received for the specified year where the contact role is Donor.

If you are using NPC, it selects all Paid Gift Transactions for the specified year where Non Tax Income is not ticked and the Gift Type is Individual.

Tax Reclaim Settings

Tax Claim Contact (or Person Account) Information

Running the Tax Claim Process