openaustralia / oaf

OpenAustralia Foundation
https://github.com/openaustralia/oaf#readme
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Donation receipt emails don't say the donation is tax deductible #230

Closed equivalentideas closed 6 years ago

equivalentideas commented 8 years ago

Is that important? Here's what the receipt for a one off donation looks like (recurring is different):

screen shot 2016-05-19 at 3 55 54 pm

I just tested the donation form with someone who wondered whether this was something they could print and give to an accountant or not.

@kat does it look like this is missing anything important to you?

equivalentideas commented 6 years ago

We're had another query from someone about this:

Can you please confirm the receipt is appropriate to claim a tax deduction as I thought the receipt should state it is a ‘tax deductible’?

equivalentideas commented 6 years ago

From the ATO website https://www.ato.gov.au/non-profit/gifts-and-fundraising/receiving-tax-deductible-gifts/receipts/ 👍

When you receive a gift the receipt must include:

  • the name of your organisation (an abbreviation will be acceptable where the full name of your organisation cannot be shown on the receipt – however if the abbreviation does not readily identify your organisations you may need to publish the abbreviation publicly, such as on your website).
  • your Australian business number (ABN).
  • a note that the receipt is for a gift.

Our receipts from CiviCRM and from Stripe don't currently include "a note that the receipt is for a gift".

I'm going to see if I can fix this.

equivalentideas commented 6 years ago

Just to be clear, on that page it also says "As a DGR you are not required to issue a receipt, but if you do you must include certain information", so we could choose not to send receipts—but people want receipts and they need a record of the transaction to claim the deduction, so I think amending our receipts is a better option than not sending receipts.

equivalentideas commented 6 years ago

In civic crm I've turned on the "send electronic receipt" option for each of our contribution pages and added the message:

Thank you for supporting our work. Please keep this receipt of your gift for your records.

equivalentideas commented 6 years ago

It's not clear to me how you can make this change in Stripe so I've sent a support question to them.

equivalentideas commented 6 years ago

It's not very clear on the ATO's website whether you have to use the word "gift" or if "donation" is adequate. Our emails receipts do say "donation" already.

equivalentideas commented 6 years ago

Know that we're sending receipts from civicCRM, are we sending two? One from Stripe as well? I think we might be, I'll check that out tomorrow.

It's not clear to me how you can make this change in Stripe so I've sent a support question to them.

If we can sort out the Stripe receipts then we can close this.

equivalentideas commented 6 years ago

It's not very clear on the ATO's website whether you have to use the word "gift" or if "donation" is adequate. Our emails receipts do say "donation" already.

I spoke to an accountant who works with charities and they said "donation" is fine.

I've switched the receipts in civic crm back off so the stripe ones just go out. As you can see in the description of this issue, they include 'donation' from the contribution name in CiviCRM.