Generating U.S. Receipts

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Generating U.S. Receipts

Users in the U.S.A. should be sure to go to the Maintenance ⇒ Receipt Options window, and select the "U.S.A." option under Receipt Style / Location to get the right receipt style. Unlike the Canadian style, there is no tear-off section to separate the part that the donor sends in with their taxes, and the part that they keep, because the receipt does not have to be sent in with your taxes in the U.S.


The following sentence is also added to U.S. receipts: "Pursuant to Internal Revenue Code requirements for substantiation of charitable contributions, no goods or services were provided in return for the Tax Deductible contributions". Note that this implies that if donors give amounts that are entirely for goods or services, they either should not be entered into DONATION at all, or must be marked as Non-Receiptable, via one of the options explained in Non-Receiptable Donors and Donations. However, if you have donations that include a pure donation component, and another component that is for goods or services, they really cannot be handled completely automatically by DONATION at the moment. If this is a problem for you, please contact us and we can discuss what improvements would be required for the program to handle this. (You can probably create a mail-merge receipt and hand-edit it to get what you need, however.)


Intangible Religious Benefits and Churches


Organizations in the U.S.A. also need to specify whether their donors receive "intangible religious benefits" in the Options for U.S. Users section of the Maintenance ⇒ Receipt Options window. Please read that section to understand this. Your choice about that will change the sentence added to the receipts, that is mentioned in the previous paragraph.


Including your Tax ID / EIN on the Receipts


You can optionally have your organization's Tax ID / EIN printed on your receipts. The IRS does not require you to put this number on charitable receipts. Many users do not feel that this is required, and some feel that it is a bad idea, because fake charities could steal and use this number. However, many users do wish to have this number printed on their receipts. To control whether or not the Tax ID / EIN is printed on the receipts, only fill in the Charitable # or Tax ID / EIN field on the Maintenance ⇒ Organization Info window if you do wish it to be printed on your receipts.

This topic was last edited on Mar 23, 2023