FutureFund can send tax receipts to purchasers with at least one tax deductible purchase in the past calendar year. We adhere to the requirements specified in the IRS Publication 1771 - Charitable Contributions: Substantiation and Disclosure Requirements with the exception of the $250 threshold. We send for any amount.
Program Details¶
Before sending the email, please verify the fund's Tax ID is accurate as emails can only be sent once.
- This feature is available in the month of January of each year and will cover all live school sessions.
- Purchase items whose tax deductible flag is checked at the time of purchase are included in the receipt. Changing the tax deductible flag for a campaign will not include previously purchased items.
- This feature is not automatic. An admin must initiate the send request. (See below)
- Test orders will not receive an email.
- Refunded orders will not be included.
- One email is sent per purchaser for all funds in the account. Funds cannot be excluded.
- The order must be paid in full. Installment payments that are not paid will be excluded.
Sending Tax Receipts¶
To send tax receipt emails:
- Log in to the Admin, select Store > Setup.
- Scroll down to the Tax Receipts section.
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Click the Send Tax Receipts button.
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A form will be displayed allow customization of the tax message which appears at the end of the email. See Sample Email
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Click the Send Tax Receipts button.
If the button is not present, you cannot send tax receipt emails. Please see the Program Details section.
Sample Email¶
