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NZ Tax - Donation Tax Receipt

Ability to get a single donation tax receipt for a year.

Purpose: Save time collecting Donation Tax Receipts for reporting

17 votes

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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  • Steph McGregor commented  ·   ·  Report

    The ability to add a signature to the current donation receipt would be extremely helpful.

  • Jenny Metcalfe commented  ·   ·  Report

    This is not just an NZ issue - we need it for Australia too. I need to send an annual receipt/statement of all donations that have been received from each donor. Its really difficult to do this in Xero. To be able to run an annual statement for each customer with all the payments that they've made and just to be able to choose the GL accounts that I want - that would be amazing!

  • Leslie Hamersley commented  ·   ·  Report

    As a charity that uses Xero, this would be very helpful when generating EoY donation tax receipts to be able to create one invoice with all the donations already totalled and ready to be receipted in one click as we can already do for single donation receipts.

  • Robert Kann commented  ·   ·  Report

    I agree with you all, we encourage our members to make monthly donations, it would be great to have a summary tax receipt for the financial year, better for the donor as well.
    Rob
    Treasurer Welcome to Maleny Refugee Advocacy

  • Louise Egerton commented  ·   ·  Report

    Otherwise I need to do manual receipts outside Xero. This must be a common issue

  • Louise Egerton commented  ·   ·  Report

    I need to issue donation receipts. By law in NZ this needs to have a signature on it. It would be useful to have the option in a receipt template to put a signature. Donation receipts need both a company logo and a signature.

  • Marise Richards commented  ·   ·  Report

    We need a way to send a donation receipt that does not include other items purchased in the same transaction.

    Even better we need to send a whole list of donation receipts received during the financial year in one bulk process.

  • Angela O'Hearn commented  ·   ·  Report

    This is critical for charities in NZ. We should also be able to customise the receipt template so IRD compliant receipts can be issued rather than manually creating them as we do now.

  • Nick Ryan commented  ·   ·  Report

    Is anything likely to be done about this? The charity I represent receives pays for Xero yet I still have to manually issue donation receipts. Part of the selling point from me for replacing the spreadsheet was that it would save time. This is one way that we could do that.

  • Barbara Leef commented  ·   ·  Report

    I am trying to run a report for a customer for her small cash donations for the current financial year.
    I have a response from Pat, he believes Xero does not have a bulk send functionality option to do this.
    I think it will be a good idea!
    Cheers

  • Caroline Cook commented  ·   ·  Report

    It would be much easier if we could issue charitable donation receipts directly from Xero for the year