How to Void an Issued Income Tax Receipt

If you need to update the tax receipt after it has been published, you can void the original receipt, make corrections, and generate a new tax receipt. 
 

How to Void a Tax Receipt.   

1. Left Menu > Contact > Contact Finder > Find the Payer  

2. Open the Payer’s account

3. Select the Finance Tab  

4. Select the Receivables Tab  

5. Select the Tax Receipts Tab
   • All Tax Receipts issued for this payer will display

7. Click the edit pencil icon to the tax receipt you want to void

8. Click the Void Button on the Top Toolbar  
   • message will display asking the user to confirm Void the Receipt  
   • Click Yes to Void
     • NOTE: Once a tax receipt is voided, it cannot be un-voided. The receipt will need to be re-processed.   

10. The Grid will now display that this receipt is now Voided
     

Note – On a payer account, when viewing a Tax Receipt, all voided receipts will display in the grid.   

If you try to post/void the payment or invoice, you will now receive an error if you have published a tax receipt in the post-dated year.   

There could be a time that you have missed a payment or an invoice in the previous tax year and you only realize after you have published your tax receipt.