Mark transactions to get or not to get tax receipts

We have some organizations that donate to us other people's money that they collect and at times, they also make donations that are tax receipt eligible. It would be great to be able to mark which ones to include in a tax receipt letter at year end.

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  • Nov 22 2016
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  • Allison Stephens commented
    December 21, 2016 14:27

    We face the same problem too, and we ended up creating a "yes/no" UDF that determines whether they get a tax receipt. Perhaps a similar application would work in your circumstance.

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  • Jestinah McDonald commented
    November 22, 2016 20:01

    I agree.  We have a couple of organizations like this too and trying to remember to remove their letter at the end of the year is a pain!

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