How to Set a Designation to be Included on Tax Receipts

Julianne Manning -

Only the Designations that have the Include on Tax Receipts box checked, will be included on your statements and in your donor’s total. Before you send your tax receipts, double check that this box is checked for the designations you wish to include. Please note, for any designations created in 2020, this box would automatically have been checked.

Under the Designations tab, click to highlight the designation you wish to edit and click on Edit.

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On the next page, check the “Include on Tax Receipt” box if you want the designation to appear on tax receipts. Click on Save at the bottom of the page.

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To watch a demo, please click on the video below.

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