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Official Tax Receipt Calculations


1 comment

  • Official comment
    Nicole Kolkman

    Hi Sean,

    Nicole here! 

    In Keela, all transactions logged as Donations are eligible for tax receipts. Therefore, you can calculate the total amount of these donations for a calendar year by generating a Custom Donations Report. I'd recommend checking out this Knowledge Base article which outlines the step-by-step process for generating a transaction report for a certain time period: Popular Transaction Reports (see all donations within a certain time period).

    You can then use the Report's Overview and/or Calculations tabs to have Keela automatically provide the sum of those donations within that time period. 

    I've also recorded a brief video summarizing this on one of our test accounts. Click here to watch.

    I hope that provides some clarification. Please let me know if you have any questions!

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