Client Donation Tax Receipts

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Client Donation Tax Receipts

Note: Access to this report is restricted. See the Access Control matrix for more information.

Click the Reports > Client Donation Tax Receipts category button sequence.

This report will provide a tax receipt summary of all transactions successfully processed by your bank for the date range specified. See the EFT Reconciliation process about posting EFT transactions as being completed.

 

Rpt-Clients

Select the Folder(s) to list clients.

 

Enter the Ref. Number if you want a single client receipt.

 

Enter the Date Range.

Note: The Scheduler sets the default range as the year from the prior month.