The custom tax receipt template is a receipt that is created by one of our designers. The custom tax receipt can range in style, but it's the organization that requests the particular branding.
A custom tax receipt template is a single PDF template designed by creative team to the exact brand and field specifications of your organization, and then deployed to your raisin account at a cost.
Typically, organizations will select the custom tax receipt template for our developers to create a letter tax receipt or for special events where you'd like to brand a receipt different for a single event than for your organization.
Updates to Custom Receipts
As the template is created as single PDF file, any changes, such as a signature or logo, require re-implementation of the template in full. Given the implications of receipting to charitable organizations, we treat implementation with extreme sensitivity following these steps:
- Creative mock-up with updated signature, sent for your approval
- Once approved, implementation of dynamic receipt fields, including Donor Name, Receiptable Amount, Location Issued, as required by CRA guidelines.
- Testing locally to ensure placement and population of dynamic receipt fields
- Deployment on the raisin
How do I edit my custom tax receipt?
There is a billable cost of $450 and a turnaround time of 15 business days if you'd like to use the custom template.
When updating your tax receipt, you have two options if you’re currently using a Custom Template. The first would be for our designers to develop a new tax receipt, which includes the new signature; however, there is a billable cost of $450 and a turnaround time of 15 business days. Something to note is any adjustment requires our developers to create a new receipt. This means whether the request is a signature adjustment or a complete redesign, the cost is the same.
The second option would be to use a Standard System Template, which allows you to create your tax receipt and update the signature/information yourself. Please see my webinar below, which explains how to create, save, and implement these receipts:
https://attendee.gotowebinar.com/register/6544576172820249346