My name is Mark, I run a small consulting Firm in Vancouver Canada. I have been working with CiviCRM since 2009 and have implemented customized solutions with it for 7+ clients. I have several clients who use CiviCRM and CiviContribute and at the end of each year there is always a moment where they mention their wish list to be able to generate a CRA [Canada Revenue Agency] compliant tax receipt for each of their Contributors. The benefit of CiviCRM is that it brings together all the appropriate information for a contact to be mailed/emailed and contributions for any given year. What CiviCRM could not do was:
- Give an aggregate of all a contacts contributions for any given year in a receipt form.
- Provide a PDF export in a fashion that was compliant with federal tax standards.
- Print a letter addressed to the donor with the tax reciept attached
- Email a link to the donor with thier reciept available for download.
We turned to Hershel from CiviHosting as he is our host and primary developer and asked for assistance. He provided us with a custom Drupal module called CiviReceipts. CiviReceipts gives us the ability to list all donors within a given year and then send each a tax compliant receipt. We can do this via email or print out the PDFs locally and snail mail them. It also gives the ability to customize the letterhead and content of the letter attached to the receipt. So each year we are able to add any appropriate notations to the donors. We also have the ability to sort donors by those who received a receipt by email or PDF. The module has some other functions as well, that we aren't using. What we are hoping to develop in the future
- A secondary report that can record the receipt numbers used for submission to CRA
- A way of classifying NON-Tax Receiptable donations in CiviReceipts as thank you's only.
The module is now available publicly here and it requires also the TCPDF module here. Both of these modules are open source but come with no warranty of any sort, nor any guaranteed support. I hope however that they will be of use to someone and if any other developers are able to generalize this module and share it further, please feel free to and keep us updated.