This article explains how Tax Receipts work with our Raiser's Edge Integration, including Receipt Stack.
When donors make purchases on Trellis that are tax deductible, our integration will automatically handle syncing that tax receipt data into Raiser's Edge.
This is how the fields on a gift in Raiser's Edge gets populated based on the data in Trellis:
| Raiser's Edge Field | Trellis Value |
|---|---|
| Gift Amount | Total Paid (Tax Receipt Amount + Advantage) |
| Receipt Amount | Tax Receipt Amount |
| Receipt Number | Trellis Receipt Number (without prefix) |
| Receipt Status | - Receipted: Receipt generated on Trellis - Needs Receipt: Purchase has a tax receipted amount, but no receipt generated - Do Not Receipt: No tax receipted amount |
Additional Notes
-
For donations, the tax receipt amount equals the donation amount.
-
You can configure the receiptable portion when editing an event ticket or item in Trellis. If the Tax Receipt Amount is left blank, the gift will sync with the status Do Not Receipt.
- Auction items can also have a receiptable amount, if the purchase price is more than 125% of the item value and this feature is enabled on the item.
Please Note:
At this time, it is not possible to create two gifts for Trellis purchasables that are split receipted.
For example, if an event ticket has an advantage of $100 and tax receipt amount of $50, one gift will be created for $150 using your settings for event tickets.
What is Receipt Stack?
Receipt Stack is a database view field that allows organizations to track where tax receipts are generated using a prefix.
This article from Blackbaud explains more about the Receipt Stack field.
Please Note:
- Receipt stack only appears in database view. Web view uses a different label called Receipt Series.
- Receipt stack is only available for Canadian organizations.
How to Set Up Receipt Stack in the Integration
1. From the dashboard, go to Integrations > Raiser's Edge > Settings.
2. Under Gift Sync settings, find "Tax Receipt Stack"
Please Note:
You will only see this field if your organization on Trellis is located in Canada.
3. Enter the value you would like to appear as Receipt Stack.
- Due to limitations with Blackbaud's API, you cannot select from existing Receipt Stack values in your Raiser's Edge account.
4. Click save, and complete the rest of your integration settings.
Did this answer your question? If you need any help, please reach out to support@trellis.org and we'd be happy to assist.