Reissuing Receipt

Alberta Accounting Assistant

I am curious how everyone generates their Reissued Receipts. I have been informed that we may have been generating them incorrectly. We had always used the same receipt number that the system generated originally and just transcribed on the receipt that it was a duplicate copy. We have now been informed that for every reissued receipt we need to have a new receipt number generated. Please tell me what process you use for Reissuing receipts and do you know if you are following the CRA guidelines?

Robert Flynn

The easiest way is to open the constituent
record, find the gift I question, change “receipted” to “not
receipted”, delete the receipt number and then rerun the
receipts.  If there is a group of constituents that require a
new receipt, use the query created for the batch number in question
and utilize the Admin->Globally Change Records->Gift to
create a change parameter file to change and/or delete the
appropriate fields before rerunning the receipts.

 

Blessings,

 

Bob

Robert W. Flynn

President/CEO

Christian Military Fellowship

 

Alberta Accounting Assistant

I guess I would like to confirm do you use the same receipt number when you reissue the receipt or do you use another receipt number and qoute the old receipt number on the reissued receipt. For example the ABC Company called in and said that they lost their receipt and needs a new receipt so once you reissue the receipt do you use the original receipt number ex. 12 or would you qoute Receipt number 12 cancelled new receipt number to replace is 13. My understanding is that this is a requirement of CRA however I am curious what the community has been doing for their reissed receipts. 

Robert Flynn

We use the same receipt number and same
date.  Actually, we do custom receipts and export to
Word.  So we have a permanent copy of all of the receipts we
issue.

 

Blessings,

 

Bob

Robert W. Flynn

President/CEO

Christian Military Fellowship

 

Carmen Cliff

Katherine Popowich:

I guess I would like to confirm do you use the same receipt number when you reissue the receipt or do you use another receipt number and qoute the old receipt number on the reissued receipt. For example the ABC Company called in and said that they lost their receipt and needs a new receipt so once you reissue the receipt do you use the original receipt number ex. 12 or would you qoute Receipt number 12 cancelled new receipt number to replace is 13. My understanding is that this is a requirement of CRA however I am curious what the community has been doing for their reissed receipts. 

Hi Katherine,

I would do just what you described. I do believe this is required of CRA - is to print a new numbered tax receipt, and quote that it is a replacement for the old tax receipt number.