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lcyc18
Level 2

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Hi there, I have imported a charitable tax receipt, created in a Word Document according to CRA standard, into QB as an invoice. The trick to send out the tax receipts without the Paid Stamp on them is to send them out before performing the "Receive payment" transaction. If we know the donations are received in the bank, we can confidently email out the tax receipts first. I copy myself in the emails so I have a good copy of the tax receipt just in case a donor ask for it again.

 

The signature of the authorized singing officer on the tax receipt can be typed into the Word Doc before importing. I just changed the font to Times New Roman or another slanted font. I believe this is acceptable to CRA.

 

If you are using the Service Date as the Issue Date of the tax receipt, you can try using the Due Date of the invoice instead. It works for me.

 

Hope it helps.

 

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