Tax Receipts¶
FutureFund can send tax receipts to purchasers with at least one tax deductible purchase over $250 in the past calendar year.
Program Details¶
Before sending the email, please verify the fund's Tax ID
is accurate as emails can only be sent once.
- This feature is available in the month of January of each year and will cover all live school sessions.
- Only purchased items (vs the order as a whole) greater than or equal to $250 are included. For example, if two tax deductible - items were purchased on a single order for $200 and $75, those items would not be included as neither one was over $250.
- Purchase items whose tax deductible flag is checked at the time of purchase are included in the receipt. Changing the tax deductible flag for a campaign will not include previously purchased items.
- This feature is not automatic. An admin must initiate the send request. (See below)
- Test orders will not receive an email.
- One email is sent per purchaser for all funds in the account.
Sending Tax Receipts¶
To send tax receipt emails:
- Log in to the Admin, select Store > Setup.
- Scroll down to the Tax Receipts section.
-
Click the Send Tax Receipts button.
-
A form will be displayed allow customization of the tax message which appears at the end of the email. See Sample Email
-
Click the Send Tax Receipts button.
If the button is not present, you cannot send tax receipt emails. Please see the Program Details section.