How to configure the Tax Exempt Receipt ("TER") setting?

Support Team -

It is very easy to configure you TER Setting, so that you can collect the relevant information required to issue the tax receipts to the donors! Here's the step:

  •  Login in to your Nonprofit Dashboard with your Registered Email and Password,
  •  Click on 'Profile' from your admin menu and scroll down to the bottom of the page and you'll see 'Tax Exempt Receipt Configuration' section. 
  • You given a choice each section to whether make it (Not Applicable, Required or Optional), it all depends on your Nonprofits. ;)



To download your TER reports, you can view the instructions here: https://simplygiving.zendesk.com/hc/en-us/articles/210558457-How-to-access-donor-information-who-requested-TER-

 

Does this help? If it doesn't please connect with us through our Support Desk. 

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