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Reports & tax: Tax filing

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Reporting - Donation tax receipts

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

Purpose: Save time collecting Donation Tax Receipts for reporting

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

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