How to configure the Tax Exempt Receipt ("TER") setting?
It is very easy to configure you TER Setting, so that you can collect the relevant information required to issue the tax receipts to the donors! Here's the step:
Login in to your Nonprofit Dashboard with your Registered Email and Password,
Click on 'Profile' from your admin menu and scroll down to the bottom of the page and you'll see 'Tax Exempt Receipt Configuration' section.
You given a choice each section to whether make it (Not Applicable, Required or Optional), it all depends on your Nonprofits. ;)
Does this help? If it doesn't please connect with us through our Support Desk.
Login in to your Nonprofit Dashboard with your Registered Email and Password,
Click on 'Profile' from your admin menu and scroll down to the bottom of the page and you'll see 'Tax Exempt Receipt Configuration' section.
You given a choice each section to whether make it (Not Applicable, Required or Optional), it all depends on your Nonprofits. ;)
To download your TER reports, you can view the instructions here: https://simplygiving.zendesk.com/hc/en-us/articles/210558457-How-to-access-donor-information-who-requested-TER-
Does this help? If it doesn't please connect with us through our Support Desk.
Updated on: 24/05/2024
Thank you!