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
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Sam Hart commented
Donation receipt from a 'receive money' transaction (not an invoice) would be fantastic. As we do not always invoice for donations.
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Helen Bewley commented
As mentioned already adding a signature to a donation receipt is required please. It would be good to be able to issue a donation receipt when money is received from a donor. Donations are not necessarily paid on invoice
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Carol Jordan commented
To create a seamless donation receipting process within Xero would be very helpful.
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Bobo Leung commented
are we able to download the donation tax receipt yet? thank you
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Steph McGregor commented
The ability to add a signature to the current donation receipt would be extremely helpful.
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Jenny Metcalfe commented
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!
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Leslie Hamersley commented
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.
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Robert Kann commented
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
Otherwise I need to do manual receipts outside Xero. This must be a common issue
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Louise Egerton commented
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.
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Marise Richards commented
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.
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Angela O'Hearn commented
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.
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Nick Ryan commented
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.
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Barbara Leef commented
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
It would be much easier if we could issue charitable donation receipts directly from Xero for the year