What to review before you start
Receipt requirements depend on the organization and jurisdiction. Have the responsible finance adviser approve the format and required details. The workflow helps organize and deliver information; it does not establish tax eligibility or certify the donor's return.
- Reconcile gift totals, refunds, dates, and donor details.
- Review the statement format and organizational identifiers.
- Check recipients, delivery outcomes, and requests for corrections.
Common questions
Is a giving summary automatically a valid tax receipt?
No. The applicable requirements and your organization's status determine what a receipt needs. Ask your finance adviser to review the statement before use.
What should happen when a donor reports an error?
Check the original gift and source reference, correct the underlying record, and follow your organization's process for issuing a revised statement.