GivingReceipting
A receipt your auditor can trace. Serials in sequence, the eligible amount computed the way the CRA computes it, and a record that refuses to be rewritten.
Issue it once, correctly. With the arithmetic done for you.
The receipt freezes who gave, who received, and the three amounts that matter: gift, advantage, and the eligible amount, computed under the CRA’s own thresholds rather than typed in.
- The next serial in your sequence, per fiscal year
- Your fiscal year end and your timezone decide the year
- Donor and charity details frozen onto the receipt
- Gift, advantage, and the eligible amount computed
- A fingerprint of exactly what was issued, so an altered copy shows up
Correct it in the open. Never by overwriting.
Voiding is final and keeps its reason forever. A corrected receipt is a new serial that points at the one it replaces, so the ledger shows the chain, and February shows no gaps.
- A receipt cannot be edited after issue, by anyone
- Void is final, and its reason is kept forever
- A correction is a new serial pointing at the old one
- The chain is visible in the ledger, not a footnote
- Issue, void, reissue, emailed: all on the audit log
Why it works this way. Three disciplines worth naming.
The arithmetic is the CRA’s
An advantage at or under the lesser of $75 and 10% of the gift is disregarded. Over 80% of the gift, no receipt at all. The rules your auditor checks are the rules in the code.
It refuses rather than fudges
No donor address, wrong currency, a gift dated before your registration: the gate fails closed and tells you why. A receipt that should not exist is never issued.
The record outlives the software
Snapshots, a fingerprint of the document, a retention date two years past the gift year, and a log of everything that happened to it that nothing can edit.
The year, serial by serial
Every receipt in sequence (issued, voided with its reason kept, reissued under a new serial pointing at the old) and not one of them editable.
The receipt is the end of the story. The gift’s record is the rest of it.
Gift minus advantage: with the CRA’s thresholds applied first. An advantage at or under the lesser of $75 and 10% of the gift is ignored entirely, so the full gift is eligible. An advantage over 80% of the gift makes it unreceiptable. At exactly 80% it is still receiptable, because the statute says over.
No. After issuance the database itself allows only three things to change: the status, a void reason, and where the PDF lives. A correction is a reissue: a new serial that points at the receipt it replaces.
The gift records its description, fair market value and appraiser details. Issuing an official receipt for an in-kind gift is not wired up yet, and we would rather name that than have you discover it in February.
Not yet. Per-donation receipting ships today, including automatically on online gifts. Annual consolidated mode exists in the data model but the batch issuer does not, so if that is your practice, keep it manual for now.
Gifts in Canadian dollars from an individual donor with a name and address on file, dated after your registration. Anything outside that, the gate refuses with the reason; it never quietly issues a receipt your auditor would question.
As a PDF, emailed from your own sending domain with the serial in the subject line. The file is stored privately and served by short-lived links, and the send itself is logged on the receipt.