Amounts

Erin Perkins

How are you creating journal entries with amounts that are partially deductible and non-deductible? Do you use the Received amount and non-deductible fields?


Example:

Sally is attending a Spring event and buys 2 tickets. Her total is $150.00, but $60 of that is non-deductible. We have been entering $150 for the received amount and $60 for the

non-deductible. However, when I run a query to find total deductible amounts the two fields are not subtracting, its only calculating the received amount field as a total.


Are we entering the date in wrong or is it a query issue?

Mary McMurray

Erin Perkins:

How are you creating journal entries with amounts that are partially deductible and non-deductible? Do you use the Received amount and non-deductible fields?


Example:

Sally is attending a Spring event and buys 2 tickets. Her total is $150.00, but $60 of that is non-deductible. We have been entering $150 for the received amount and $60 for the

non-deductible. However, when I run a query to find total deductible amounts the two fields are not subtracting, its only calculating the received amount field as a total.


Are we entering the date in wrong or is it a query issue?

We entry our items that are partially deductible the same way. It may be the way the query is set up that results in the wrong information being returned.

Mary

Maggi Junor

Erin Perkins:

How are you creating journal entries with amounts that are partially deductible and non-deductible? Do you use the Received amount and non-deductible fields?


Example:

Sally is attending a Spring event and buys 2 tickets. Her total is $150.00, but $60 of that is non-deductible. We have been entering $150 for the received amount and $60 for the

non-deductible. However, when I run a query to find total deductible amounts the two fields are not subtracting, its only calculating the received amount field as a total.


Are we entering the date in wrong or is it a query issue?

Hi Erin,


We enter our dinner tickets the same way. $110 in the received and $50 in the not deductible.  We only use the not deductible in the thank you tax letter.  So perhaps there is an issue with the query.

Tasha Gibson

Erin Perkins:

How are you creating journal entries with amounts that are partially deductible and non-deductible? Do you use the Received amount and non-deductible fields?


Example:

Sally is attending a Spring event and buys 2 tickets. Her total is $150.00, but $60 of that is non-deductible. We have been entering $150 for the received amount and $60 for the

non-deductible. However, when I run a query to find total deductible amounts the two fields are not subtracting, its only calculating the received amount field as a total.


Are we entering the date in wrong or is it a query issue?

Hi, Erin,

This is a really good question. I've been working with non-deductible amounts too this year.

I enter non-deductible amounts for our events in the very same way, with the received amount and non-deductible amount. The only time I noticed the deduction was on our annual contribution statements, in our "One Year Ago Received Minus Deductible Amount" field. I notice that same field when I build a report. Unfortunately, I didn't see that field in the query fields. Maybe a good next step is to use your query of one, Sally, to build a report with that aforementioned "Minus" field. That may give the deductible totals you are after.

I hope this is helpful and not redundant. 

Have a great day!

Tasha

Amy Holland

Tasha Gibson:

Erin Perkins:

How are you creating journal entries with amounts that are partially deductible and non-deductible? Do you use the Received amount and non-deductible fields?


Example:

Sally is attending a Spring event and buys 2 tickets. Her total is $150.00, but $60 of that is non-deductible. We have been entering $150 for the received amount and $60 for the

non-deductible. However, when I run a query to find total deductible amounts the two fields are not subtracting, its only calculating the received amount field as a total.


Are we entering the date in wrong or is it a query issue?

Hi, Erin,

This is a really good question. I've been working with non-deductible amounts too this year.

I enter non-deductible amounts for our events in the very same way, with the received amount and non-deductible amount. The only time I noticed the deduction was on our annual contribution statements, in our "One Year Ago Received Minus Deductible Amount" field. I notice that same field when I build a report. Unfortunately, I didn't see that field in the query fields. Maybe a good next step is to use your query of one, Sally, to build a report with that aforementioned "Minus" field. That may give the deductible totals you are after.

I hope this is helpful and not redundant. 

Have a great day!

Tasha

 

Hi,


We include the non-deductible in tax letters in a receipt statement along the lines of "the value of goods received in exchange for your donation is $X."  While you can't specifically query on the Received Minus Non Deductible amount, the field is available in reports. So depending on your end-game, you could work around by querying on Journal Entry Date, or the Event (however you track that) and then running a report from that query that will only give the deductible amount.  Hope that makes sense and helps!

Pam Zaleschuk

Amy Holland:

Tasha Gibson:

Erin Perkins:

How are you creating journal entries with amounts that are partially deductible and non-deductible? Do you use the Received amount and non-deductible fields?


Example:

Sally is attending a Spring event and buys 2 tickets. Her total is $150.00, but $60 of that is non-deductible. We have been entering $150 for the received amount and $60 for the

non-deductible. However, when I run a query to find total deductible amounts the two fields are not subtracting, its only calculating the received amount field as a total.


Are we entering the date in wrong or is it a query issue?

Hi, Erin,

This is a really good question. I've been working with non-deductible amounts too this year.

I enter non-deductible amounts for our events in the very same way, with the received amount and non-deductible amount. The only time I noticed the deduction was on our annual contribution statements, in our "One Year Ago Received Minus Deductible Amount" field. I notice that same field when I build a report. Unfortunately, I didn't see that field in the query fields. Maybe a good next step is to use your query of one, Sally, to build a report with that aforementioned "Minus" field. That may give the deductible totals you are after.

I hope this is helpful and not redundant. 

Have a great day!

Tasha

 

Hi,


We include the non-deductible in tax letters in a receipt statement along the lines of "the value of goods received in exchange for your donation is $X."  While you can't specifically query on the Received Minus Non Deductible amount, the field is available in reports. So depending on your end-game, you could work around by querying on Journal Entry Date, or the Event (however you track that) and then running a report from that query that will only give the deductible amount.  Hope that makes sense and helps!

 

following this, We have come upon this situation also

Thanks Ladies

Pam Zaleschuk

I found some old information from 2013 that might help us all


https://kb.blackbaud.com/articles/Article/65472


hope this helps us all.

Pam