Frequently Asked Questions

How to View Published Tax Receipts on the Payer’s Receivable Account

< 1 min read

Left Menu > Contact.

Contact Finder > type the contact’s name.

Open their account

Select the Tab – Finance

Select the Tab – Receivable

Select the Tab – Tax Receipts.  
- All tax receipts issued for this payer will be listed.  
  - To view tax receipt fee breakdown > Click the Edit pencil
  - To Print – Click the PDF icon > Print through your device
  - To Save – Click the PDF icon > Select Save as PDF (be sure to correctly name the PDF file and save it under the correct folder on your computer)
  - To email the tax receipt > Click the Email icon > Follow prompts to email this tax receipt to this payer

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