CRA Compliant Tax Receipts (Canada Only)

Yes, the way you are doing it is correct but would a few extra steps. Below is the process I use for my client all the time.

Create a generic outlook account e.g. taxreceipts@abcfoundation.org

Export the file from Mail/Receipts creating a .csv file.

Ensure you have a PDF plug in for word (this usually requires a full version of Adobe)

Use standard mail merge functionality and you are off to the races. (make sure the new outlook account is open on the machine you are running receipts on). You do not have to password protect.

The nice thing about using this process, is an email bounces back you can easily print the receipt and mail to the donor.

This is exactly why I'm sad EReceipting is going away - it was perfect for us. I had checked with CRA to ensure what was produced and sent from that module was sufficient, and it was. But now, yes, we will be having to modify to a new process.

Lucy Ruiz:

Yes, the way you are doing it is correct but would a few extra steps. Below is the process I use for my client all the time.

Create a generic outlook account e.g. taxreceipts@abcfoundation.org

Export the file from Mail/Receipts creating a .csv file.

Ensure you have a PDF plug in for word (this usually requires a full version of Adobe)

Use standard mail merge functionality and you are off to the races. (make sure the new outlook account is open on the machine you are running receipts on). You do not have to password protect.

The nice thing about using this process, is an email bounces back you can easily print the receipt and mail to the donor.

Hi Lucy, I have more questions about this process, does the merge send an email with a PDF attachment of the receipt? or is the email itself the receipt? I have the requirements for this to work, generic org email, the adobe plug in etc. I'm hoping you can elaborate more on the set up/how it works or direct me to some more details instructions - thanks so much

Yes – the email sends a PDF copy of a tax receipt.

Lucy Ruiz:

Hi Suzie - the tax receipt is attached as a PDF to the donor.

The text of the email is generic. We often suggest that organization use a generic email address such as development@helpingourcommunity.org. I would be happy to email you a copy of the document if you would like.

This is awesome, almost sounds better then RE because you see the bounces, if you don't mind sending what you have as an example, we do have an email already set up and templates etc. in RE, but any help is much appreciated - smacmillan@ecojustice.ca

I was just starting to test this out but can't see how to export from Mail>Receipts. The only option in my parameter files is merge (unlike the donor acknowledgement letters that also have an export option). This only applies to my e-receipts parameter files. The print ones do have an export button. Can anyone advise on this?

Hi Suzie - I would be please to send you a document that outlines the steps with screen shots. Shoot me an email: lucy@sentinelconsulting.ca.

Hi Lucy,

I am looking for a new way to send out e-receipts since Microsoft Integration will no longer be available after Feb. I'm looking at the instructions you gave ie. create a generic Outlook account, export the data from RE, use mail merge… I don't have a PDF plug in, but if I get this, would I be able to generate a mass email of electronic PDF tax receipts?

Thanks,

@Irene Milani - If you run into any issues please feel free to reach out. Happy to walk you through.

Thanks Lucy,

is the PDF plug-in part of Adobe Pro or Outlook?

I know this is an old thread, but following up, has anyone used one of the Adobe partner plug ins like Evermap which facilitate sending encrypted PDF's? It looks like quite a good service, but I haven't dug too deeply yet!

I would be interested to hear what the advantage to something such as Evermap- is it simply that it allows for more receipts to be sent in one go? (I vaguely remember that there is a limit with Outlook)

Although, I have not found a specific limit to the number of emails to be sent out. My limit is about 200. Some have commented on other threads that are more like 180. The concern is that Outlook will blacklist your email account. That is not something you want as an organization.