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Online Tax Receipts - Luminate Online

Laya Bisk

Lately we have had quite a few donation errors (for example: donor selects wrong amount, or donor pays as individual rather than business) which requires voiding online issued tax receipt. Any errors that exceed a $50 threshold trigger letters to CRA for voided income tax receipts. We are trying to avoid this. Interested to learn from other organizations using Online receipting in Luminate, in what would be a reasonable error rate before pulling automatic income tax receipts for online gifts?

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Comments

Crystal Bruce

Discussion moved to Luminate Online forums. Thanks!

Joelle Ferreira

Hi Laya,

We've had the same issue recently. If you receive any feedback outside of this forum, would you mind sharing? It would be most appreciated!

Thanks,

Joelle

Laya Bisk

Hi Joelle,

I have not received any feedback yet outside
of this forum – but certainly will share with you if any feedback
is received! And likewise, if you have any to share with us that
would be very much appreciated.

Wishing you an excellent day and a wonderful
week ahead!

Warmly,

Laya Bisk

Sr. Associate, Information System/Technology

Trillium Health Partners Foundation

Mobile: 437-243-5187

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