Canadian Giving Receipts

CDM+ can produce Contributions Receipts that meet Canadian tax code requirements. Only organizations located in Canada need to produce Canadian Donation Receipts. Organizations located outside of Canada that receive donations from Canadian citizens generally do NOT need to produce Canadian Donation Receipts. 

1. First, you will need to enable Canadian Receipts in System Preferences, and selecting the Contribution tab. When you enabled Canadian Receipts under System Preference, this adds this option to your Contribution Reports section.

   

2. Before you can print Canadian Donation receipts, you must generate the detailed information used on these receipts. To do this, go to Program → Contributions → Canadian Receipts Maintenance.

   

3. Click the Generate button.

   

4. Then, enter your search criteria using the Contribution Date, click Refresh, and then click Save.

   

5. You will be asked if you want to create receipts for the number givers that resulted from your search. Click, yes.

   

6. You will see a communication box letting you know the receipts are being generated.

   

7. You can then close the Generate Donations Receipts window.

   

8. You will then see the receipts you created in the Canadian Receipts Maintenance window. You can close this window.

   

9. After completing steps 2-8, go to Reports → Contribution Reports → Statements/Receipts → Canadian Donation Receipts.

   

Tax-deductible gifts will be ignored on Canadian receipts.

10. After entering your Search criteria, click Report from the left sidebar. Here, you will need to enter the Charity Registration Number and the Authorized Signature required by Canadian law for charitable receipts.

    

For more on adding an image of a scanned signature to your database, see the manual section on using a Graphic from the Database in your CDM+ reports and notices.

11. From here, you can click Refresh to see a preview of your receipts, then print or export as you wish.