and no, i haven't. Do you have a link to any kind of a formal requirements for this? I've just been using the automatic receipting feature to send unofficial receipts (i.e. more of an acknowledgement) with the official ones to follow by mail.
I've just had this question three times in the last week. From what I can tell, you can just use the internal CiviCRM contribution ID for the CRA serial number [because the contribution ids are generated sequentially].
The issues are:
how to do aggregate reciepting [e.g. monthly donors]
the implementation - requires a custom smarty template and paying attention to which receipts are tax-deductible or not.
if you've already been issuing receipts, you might have to add some magic number to the sequence number.
you'll have gaps in the serial numbers if you have non-tax-recieptable contributions.
So it would seem a custom field that gets automatically filled in sequentially would be a better solution, but the above should work reasonably well for many installations.
I think it needs to be unique per reciept, not per contributor. So your strategy is good if you're going to only issue one tax reciept per year per contributor [which is fairly common, and convenient].
But it wouldn't work as a way of turning civicrm's automated reciept [per contribution] into a charitable tax reciept, which is what I was trying to solve.
We've developed custom functionality to automatically issue tax receipts in downloadable PDF form from CiviCRM contributions. Ta-da! http://civireceipt.unnormal.ca/
Adam, that's wonderful that you have that working. As this is of interest to many, I'm wondering if you can explain the setup, maybe as a recipe, and share any code you may have had to develop. As I'd several requests for this, including a few in the last few weeks, I started a wiki page for requirements for this this morning before Alan referred me here later in the day.
I'm wondering if we can collaborate to make this really work easily and well for all the use cases out there, eg official receipt for the donation portion of event fees (ie total minus cost of providing dinner, etc; integrating it well with CiviReports so that the receiptable amounts can be reported separately, and other things to be developed on the wiki page:
Ideally, it would be great if we could take this discussion over to the wiki and turn it into specs, recipes, and eventually something that is in core or is downloadable from civicrm.org.
Just adding a comment here for anyone watching (or finding) this thread. See Joe's Civi wiki page (above) for a recent update. We've developed a module for generating these receipts. It's got the basic requirements covered for simple donations and issuing duplicates. Should be a good base to build on. We just need a couple hours to remove the last vestiges of hard-code-itis. Just putting this out there to gauge the current level of interest.
I've been looking at this for some time for a National CDN charity. I'm very much interested in testing this and helping out [if I can]. Our Chairperson's husband is a BDO accountant/partner - and pretty good at getting CRA to clarify their tax code - when necessary. I'm sure he would run one of these PDFs by CRA for a big stamp of approval - if you think that would be helpful (we've basically done that with a draft we're generating with the standard PDF receipt option in CiviCRM; CRA - ok-ed using Contribution ID - even though that means the Donation receipts would not be numbered sequentially). But this may all be irrelevant now. Your module would be way more elegant and reduce the manual labour. We're live on 3.2.5 at the moment. I have a local copy of 3.3.1 at the moment - and will be happy to install/test this with any civicrm version.
Posted by PeaceWorks on February 26, 2011 at 10:48pm
A pre-release beta version of the module has been released temporarily at http://www.peaceworks.ca/node/143 if you're interested. We're in the process of having it moved to a project page here, but in the meantime, you can grab a copy there and play with it. Please provide feedback via email at drupal -at- peaceworks.ca
Comments
good question
and no, i haven't. Do you have a link to any kind of a formal requirements for this? I've just been using the automatic receipting feature to send unofficial receipts (i.e. more of an acknowledgement) with the official ones to follow by mail.
follow this thread
in this thread http://forum.civicrm.org/index.php/topic,3887.0.html
this requirements was posted:
http://www.cra-arc.gc.ca/tx/chrts/dnrs/rcpts/1-eng.html
More notes
I've just had this question three times in the last week. From what I can tell, you can just use the internal CiviCRM contribution ID for the CRA serial number [because the contribution ids are generated sequentially].
The issues are:
So it would seem a custom field that gets automatically filled in sequentially would be a better solution, but the above should work reasonably well for many installations.
My understanding is that it
My understanding is that it just needs to be a number unique to each donor each year, so what you could do is
2010[contact_id]
2011[contact_id]
etc.
--
Dave Hansen-Lange
Director of Technical Strategy, Advomatic.com
Pronouns: he/him/his
uniqueness ...
I think it needs to be unique per reciept, not per contributor. So your strategy is good if you're going to only issue one tax reciept per year per contributor [which is fairly common, and convenient].
But it wouldn't work as a way of turning civicrm's automated reciept [per contribution] into a charitable tax reciept, which is what I was trying to solve.
CiviCRM tax receipts!
We've developed custom functionality to automatically issue tax receipts in downloadable PDF form from CiviCRM contributions. Ta-da! http://civireceipt.unnormal.ca/
how exciting!
Is that code available in some form to others? Can you elaborate on your strategy?
Wiki page for requirements, etc.
Adam, that's wonderful that you have that working. As this is of interest to many, I'm wondering if you can explain the setup, maybe as a recipe, and share any code you may have had to develop. As I'd several requests for this, including a few in the last few weeks, I started a wiki page for requirements for this this morning before Alan referred me here later in the day.
I'm wondering if we can collaborate to make this really work easily and well for all the use cases out there, eg official receipt for the donation portion of event fees (ie total minus cost of providing dinner, etc; integrating it well with CiviReports so that the receiptable amounts can be reported separately, and other things to be developed on the wiki page:
http://wiki.civicrm.org/confluence/display/CRM/Canadian+Charitable+Receipts
Ideally, it would be great if we could take this discussion over to the wiki and turn it into specs, recipes, and eventually something that is in core or is downloadable from civicrm.org.
Cheers,
Joe
Joe Murray
Initial module created - soon to be released
Hi there,
Just adding a comment here for anyone watching (or finding) this thread. See Joe's Civi wiki page (above) for a recent update. We've developed a module for generating these receipts. It's got the basic requirements covered for simple donations and issuing duplicates. Should be a good base to build on. We just need a couple hours to remove the last vestiges of hard-code-itis. Just putting this out there to gauge the current level of interest.
peace,
Nolan
Seriously? Fantastic!
I've been looking at this for some time for a National CDN charity. I'm very much interested in testing this and helping out [if I can]. Our Chairperson's husband is a BDO accountant/partner - and pretty good at getting CRA to clarify their tax code - when necessary. I'm sure he would run one of these PDFs by CRA for a big stamp of approval - if you think that would be helpful (we've basically done that with a draft we're generating with the standard PDF receipt option in CiviCRM; CRA - ok-ed using Contribution ID - even though that means the Donation receipts would not be numbered sequentially). But this may all be irrelevant now. Your module would be way more elegant and reduce the manual labour. We're live on 3.2.5 at the moment. I have a local copy of 3.3.1 at the moment - and will be happy to install/test this with any civicrm version.
Fantastic,
-- Karin
Beta release
A pre-release beta version of the module has been released temporarily at http://www.peaceworks.ca/node/143 if you're interested. We're in the process of having it moved to a project page here, but in the meantime, you can grab a copy there and play with it. Please provide feedback via email at drupal -at- peaceworks.ca