We know that organizations based in Canada have unique needs when issuing tax receipts to their donors, so they can be in compliance with the requirements set by the Canadian Revenue Agency (CRA). In order to issue those receipts, it's important to have insight into transactions and contacts that may or may not be eligible to receive a receipt. This is why we've given Canadian organizations unique reporting capabilities that ensure they stay within the CRA requirements for receipting.
- Are a non-profit organization based in Canada
- Have followed these instructions to ensure your Kindful account is prepared to issue CRA compliant tax receipts
Find Gifts Based on Receipt Eligibility & Receipt Status
On your Activities page, you can filter for your transactions & non-cash gifts based on whether or not they are eligible to receive a receipt, or if they have already received a receipt.
The receipt status and eligibility filters are:
- Eligible for Receipt: Yes/No - This filter finds transactions & non-cash gifts that do or do not meet all the requirements set by the CRA to issue a tax receipt to the donor.
- Has Active Receipt: Yes/No - This filter finds transactions & non-cash gifts that have or have not been issued a receipt already.
Let's see these filters in action!
Eligible for Receipt: Yes/No
Below, see an example of a transaction that is eligible to receive a receipt. When all requirements by the CRA is met, you can click the buttons to "Print Receipt" or "Email Receipt" to issue a CRA compliant tax receipt.
Below, see an example of a transaction that is not eligible to receive a receipt. In this case, you can see that the buttons to "Print Receipt" or "Email Receipt" are disabled, and a CRA compliant tax receipt cannot be sent.
Has Active Receipt: Yes/No
The transaction below has an active receipt that has been issued to the donor. This transaction's receipt ID is displayed on the transaction itself.
On the other hand, the following transaction does not have an active receipt that has been issued to the donor. Instead of displaying a receipt ID, it simply reads No tax receipt issued.
Understanding the Donation Advantage
In order for contacts to appear on the Tax Summaries Tool, one of the required criteria in the Tax Summary calculation is that the sum of the contact’s gross transaction amounts minus the sum of their non-tax deductible amounts must be greater than 20% of the sum of their total transactions for the applicable calendar year.
To measure which contacts do/don't qualify for the donation advantage, you can use the following Contacts filters to view the people whose transactions do not qualify:
(As a note, the filter Has CRA Compliant Transaction in Year: 2020 above is inverted. If you do not know how to invert a filter, you can learn how on our article below.)
Inverting and Adding Additional Values a Filter
There are some key reporting columns that can be used to identify which of your transactions and non-cash gifts need more information in order to send out a tax receipt. These key reporting columns include:
- Tax Deductible Amount
- Non-Tax Deductible Amount Description (AKA Advantage Description)
- Tax Receipt ID (AKA Tax Receipt Number)
- First name
- Last Name
- Organization Name
Using the above report columns will help you identify gifts that need more information for receipting.
After filtering for the activities you are trying to target, click "Create Report" on the righthand side. You can select these report columns at that time. Here are some examples:
Non Tax Deductible Amount Description
Tax Receipt ID
Here's what an example report looks like using the filters above.