For Canadian clients, how do you pull your annual T3010?

Valerie Weddell

I'd love best practices as well as any canned reports that you've discovered that help fulfil the CRA requirements for T3010s. 



Thanks!

Keri Eadie

I have a gift query that I reuse year after year with the needed fields in the output (Name, Gift Type, Gift Date, Appeal, Package, Campaign, Fund, Gift Amount, Receipt, Receipt #, Receipt Stack, Reference, Payment Type, Notes).  Then I export this to excel and sort based on the report needs.  It also helps catch any data entry errors and provides the back-up documentation for the reports.