Generating Income Tax and Donation Receipt Information

Pages Used to Generate Income Tax and Donation Receipt Information

Page Name	Definition Name	Navigation	Usage
Generate Tax Receipts	RUNCTL_SFRECEPT	Student Financials, and then Taxes, and then Generate Tax Receipts	Generate income tax receipt information.
Generate Donation Receipts	RUN_PARM_DONAT	Student Financials, and then Taxes, and then Generate Donation Receipts	Generate donation receipt information.

Generating Income Tax Receipt Information

Access the Generate Tax Receipts page (Student Financials, and then Taxes, and then Generate Tax Receipts).

Select values in the Academic Career and Term fields for which you want to generate income tax receipt information and run the process. The process retrieves the required data from Student Records and Student Financials to populate the PS_CAN_TAX_RECEPT table. You can then use the data in this table to create official income tax receipts for students.

Generating Donation Receipt Information

Access the Generate Donation Receipts page (Student Financials, and then Taxes, and then Generate Donation Receipts).

Field or Control	Description
Item Type	Select the item type of the donation for which you want to generate receipt information. If you have more than one donation item type within your system, insert rows to include all types of donations for which you want to generate receipt information.
From Date and To Date	Enter the range of dates for which you want to generate donation receipt information.

The process retrieves the required data from Student Financials to populate the PS_CAN_DONAT_RECEPT table. You can then use the data in this table to create official donation receipts for students and third-party organizations.

Note:

The Donation Receipt process obtains information according to the item types that you select when you establish the process parameters. Therefore, you must set up specific item types for each type of donation that your institution receives.