Connection Card Pro Help & Documentation

Year End Tax Receipts

Year-end Tax/Giving receipts are easy to run in Connection Card Pro! These Year End Tax/Giving Receipts are required by the IRS to be sent out to every donor by January 31st of each year. These receipts only show their tax-deductible donations. We recommend running your tax/giving receipts in the first part of January! They can be downloaded, printed, or emailed automatically.

Before running your Year End Tax/Giving Receipts, make sure you have entered all donations and deposits into Connection Card Pro, and those that are tax-deductible donations have been checked as TD! By making sure everything has been entered and in correctly and marked TD first will ensure your receipts will print out correctly the first time!

Year-End Tax/Giving Receipts vs Giving Statements: Year-End Tax/Giving receipts are only ran once a year, in January, showing all tax deductible giving and are required by your organization to distribute to your donors for tax filing. Giving Statements are statements showing both tax deductible and non-tax-deductible amounts and can be ran at any time to distribute to your donors.

Do you enclose a cover letter with your year-end receipts? Use this opportunity to thank your donors for their giving and faithfulness. Their giving has been a sacrifice to them, and this is a great time to let them know how much you appreciate it and them! Let them know what your organization has been able to do because of their generosity! It is also a way to encourage them and remind them of God’s faithfulness and goodness and encourage them to continue in their giving.

Disclaimer: It is your responsibility to understand the tax laws in your area and how they relate to donations, your organization, and your donors. In most circumstances, for a donation to be tax-deductible, your organization must be registered with the appropriate tax authority (IRS in the United States, CRA in Canada). If needed, please consult an accountant or tax lawyer before proceeding.

Running Year End Tax/Giving Receipts for All Donors

From the menu:
Accounting > Year End Tax Receipts

• Enter your tax year and country.
• Joint Tax Receipts: Check if you would like one receipt for married couples.
• Itemize Donations: Check to list each donation for that donor, otherwise only the total amount will be displayed on the receipt.
• Choose your Delivery Method
• Click Generate Tax Receipts
• After printing, emailing or saving your generated tax receipts, go back to Accounting > Year End Tax Receipts to print your labels. From the blue box at the top for that year’s generated receipts, click on “Generate Mailing Labels”.

NOTE: If you find errors where donations were not entered, or the wrong amount was entered, you can correct these errors either by Viewing that person’s profile page, click on their giving tab and go down to the “Giving Details” box and click the edit icon. Or these can also be corrected in the Registers page.

To Run Individual Tax/Giving Receipts

Giving Receipts can be accessed/printed/emailed from the Person list.

Person List > Batch Action > Generate Official Giving Receipts

• From the Person List click name(s) to highlight.
• Go to Batch Action at the bottom of the Person List page, under “Actions” select “Generate Official Giving Receipts” from the drop-down menu.
• Click Go.
• This will take you to the Generate Year-End Giving Receipts page. In the green box halfway down will see a list of the names you selected from the Person list. Choose the options below for these receipts and click on Generate Tax Receipts.