Are Donation Tax Receipts created in Sumac IRS compliant?
Sumac provides the technology you need to create IRS-compliant annual donation summary letters, and the standard U.S. Style Donation Summary Letter template we offer on our Support Portal
meets those requirements as well.
Silent Partner Software strongly recommends you confirm your IRS requirements via their website here
Are Donation Tax Receipts created in Sumac CRA compliant?
Sumac provides the technology you need to create CRA-compliant tax receipts, and the standard Canadian Style Tax Receipt template we offer on our Support Portal meets CRA requirements as well. Silent Partner Software strongly recommends you confirm ...
How does Sumac handle recording a benefit received to the donor on tax receipts?
When you enter information about a donation, you can enter the total amount donated, and also specify a Receiptable Amount, which is the amount the donor will actually be receipted for. Usually these two amounts are the same, but if the donor is ...
How to Make a PDF Receipt Template for Sumac
This article describes how to make a PDF tax receipt template using Open Office (Libre Office). For best results, we recommend using Libre Office Writer as the word processor for building your PDF receipt templates. 1. Download LibreOffice HERE. 2. ...
Does Sumac automatically receipt online donations? How do I set this up?
If you are using Sumac's Website Integration service, Sumac can automatically receipt online donations. When someone donates online, Sumac will send the donor an email confirming that the donation was received and will send the donor's receipt as an ...
How do I handle processing fees on my tax receipts?
The following information is according to the Canada Revenue Agency's guidance. If you have more questions on this topic, or need more information on gifting and receipting, please visit the CRA website here. Charitable tax receipts should be issued ...