TIP: Printing and Emailing out specific Income Tax Receipts

For Tax Receipt Batches:

Once a tax receipt batch has been processed, you cannot exclude specific receipts from being sent out, as they are part of the batch.

To ensure accuracy, review your batch before processing. During this stage, when tax receipts still have a checkmark next to them (instead of the edit pencil icon), you can delete any receipts you do not want to include. Then, proceed with processing only the receipts you intend to publish.

Once published, you can create a new batch, which will include any receipts that were deleted from the previous batch and not yet processed.

To email or print a specific Income Tax Receipt:

1. Go to the Payer’s account
2. Select the Finance Tab
3. Select the Receivables tab
4. Select the Tax Receipt Tab
   • Click the PDF icon to view
   • Click the email icon to email out to this Payer

For more details, see section “How to Print at Tax Receipt or Save it as a PDF”