Tax receipts – Uplifter Inc.

Overview

Uplifter can help you track registrations and payments from members to allow you to automatically generate tax receipts at the end of each calendar year. If you operate in a jurisdiction that allows individuals to claim tax incentives or tax credits based on programs that you offer (eg, Fitness Tax Credits), you can use Uplifter to generate receipts for these purposes separate from the members' individual invoices.

Available On:

Bronze

Silver

Gold

Enterprise

FAQs

Will Tax Receipts Generate For Outstanding/Unpaid Balances?

No. Tax receipts will only generate on paid balances within the generated year.

Will Gift Certificate Payments Appear In Tax Receipts?

No. Gift certificates are generated for varying purposes and, as such, we cannot guarantee they are tax credit eligible. For instances where you wish to include gift certificate payments please manually edit the tax receipt before publishing.

The Difference Between Invoice Receipts and Tax Receipts

You may be pondering over how tax receipts differ from standard invoice receipts. Well, tax receipts are only issued for programs and subscriptions that you set as tax credit eligible. They are issued for each eligible participant and each unique billing address for a member account (displaying the participant name and their date of birth for reference). And, finally, they capture all of the applicable invoice payments for any given calendar year.

You should check with your tax jurisdiction to ensure that the tax receipts generated by Uplifter will capture all the necessary details required by your tax authority. It is also your responsibility as a club to ensure that you've properly captured which programs and subscriptions are actually tax receipt eligible.

Enabling Tax Credit Eligibility

Select to create or Edit the desired item
Check Tax Credit Eligible
Select to Save

To enable tax credit eligibility on a program, a product, a ticket, or a subscription, simply check the box next to Tax Credit Eligible when editing or creating the item.

Forgot to enable an item's eligibility? Not to worry, simply select to Edit the item, mark the checkbox next to Tax Credit Eligible, and Save. This will retroactively set this item to tax credit eligible for all past purchases. Please note that you will need to regenerate your tax receipts if you have already generated them once.

Set Your Max Age

Before generating your tax receipts you will want to set the max eligible age of the participant who will receive the tax receipt. This setting is found via Settings > Uplifter Settings > Site Options > Birthdate / Age & Editable Settings section.

Be sure to verify the maximum age a participant can be to receive a tax credit within your region.

Generating Your Tax Receipts

Generating your tax receipts prompts the system to review your settings and invoices for the specified year. It will then generate one tax receipt per valid participant for your members.

Generate Your Tax Receipts

Select Generate Tax Receipts
Select Generate next to the desired year
Accept the pop-up by clicking OK

To generate your tax receipts you will want to navigate to Accounting > Tax Receipts. On the tax receipts page select Generate Tax Receipts from the toolbar. In the tax receipt generation pop-up select Generate next to the year you wish to generate tax receipts for. You will be notified that the system is generating tax receipts and to check back later. Select OK to acknowledge the notice and return in the future. Generally the system is quite fast, but the larger your club the longer generation will take. Feel free to return every 20-30 minutes until you see your receipts listed.

Review Your Tax Receipts

Select to View any desired receipts
Select to Edit any receipts that need to be adjusted

Once you have generated your receipts you will want to review them. You can do so by selecting to View any receipt you wish. Should you find any that you wish to update you can select to Edit these tax receipts and make your desired adjustments (see: Edit Your Tax Receipts). You may wish to filter your Tax Receipts page by the Refunded? filter to see only those tax receipts that have negative values.

Important Notes About Tax Receipt Generation

When generating your tax receipts, it is important to note:

Only items marked Tax Credit Eligible will be used during tax receipt generation
Only items set to apply to participant are tax credit eligible.
Only participants at or under the Maximum Age setting will see tax receipts generated for them
Tax receipts will generate based on the invoice's Billing Information field
Tax receipts generate based on Payment Time, not Processing Time. If installment payments span into the new year, only those that were paid in the previous year will be considered.
Regular Member/Participant Maintenance is important to ensuring accurate tax receipt generation
Refunds will show on tax receipts as negative values which may result in negative value tax receipts. Admins should review the refunded amount to determine if the amount should be captured on the year's tax receipt.

Edit Your Tax Receipts

There may be several instances where a tax receipt will need to be edited. For instance, you may have only begun using Uplifter mid-season. Or perhaps eligible amounts were received from outside sources and should still be captured on a single tax receipt. Below are the methods you can employ to update your tax receipts accordingly.

Add Custom Lines

Select to Edit the desired tax receipt
Select to Add from the toolbar
Enter the required information
Select Add

To add your own, custom line on a member's tax receipt first select to Edit the tax receipt of the member. Next, select Add from the toolbar. In the new pop-up window enter in the line description, the payment date, and the amount of the payment. Once done, select Add to include it on the tax receipt. If happy with the tax receipt as a whole, don't forget to Save!

Edit a Tax Receipt Line Amount

Select to Edit the desired tax receipt
Use the Amount field to adjust the value of the line
Select Save

To update the value of a tax receipt line, select to Edit the desired tax receipt. On the edit page, use the Amount field to update the amount to the desired value. Select to Save to keep any changes.

Update the Name on a Tax Receipt

Navigate to the invoice(s) the receipt is generated from
Update the Billing Information section with the correct member
Delete the current tax receipt
Generate the new tax receipt

To update the name of a member on any give tax receipt you must first update the invoices that are generating the tax receipt. To do so, navigate to Accounting > Invoices and select to Edit the invoice(s) in question. Update the Billing Information section on the invoice and Post to save. Next, Delete the tax receipts as noted in the Delete A Tax Receipt section. Finally, select to generate the tax receipt, as noted in the Regenerate Your Tax Receipts section (or the Regenerate An Individual Tax Receipt, if applicable).

Remove a Line on a Tax Receipt

Select to Edit the desired tax receipt
Select to Delete the unwanted line
Select Save

To remove an unwanted line from a tax receipt first navigate to the tax receipt in question. Next, select the Delete option to the right of the unwanted line. Select Save to keep any changes.

Delete a Tax Receipt

Select to Edit the undesired tax receipt
Select to Delete all lines
Select Save

To remove a tax receipt from your system completely you need only remove all of its lines. To do so, select to Edit the undesired tax receipt. Select to Delete all lines from the tax receipt, then select Save. This will remove the listing from your tax receipts page. Note that if you should need this tax receipt again you will want to Regenerate Your Tax Receipts.

Publish Your Tax Receipts

Publishing tax receipts finalizes them and makes them accessible to your members for their use.

Publish All Tax Receipts

Filter the page by 'Unpublished'
Select Publish Tax Receipts

Now that you have generated and reviewed your tax receipts you can publish them for member review and use. Navigate to Accounting > Tax Receipts and filter the page by (at least) 'Unpublished' status. After doing so the option to Publish Tax Receipts will be enabled along the toolbar. Select this option to officially publish all listed tax receipts.

Publish an Individual Tax Receipt

Select to View the desired unpublished receipt
Select Publish This Receipt

To publish a singular tax receipt select to View the tax receipt from the list of unpublished tax receipts found via Accounting > Tax Receipts. Select Publish This Receipt.

Unpublish an Individual Tax Receipt

Select to View the desired published receipt
Select Unpublish This Receipt

To unpublish a singular tax receipt select to View the tax receipt from the list of published tax receipts found via Accounting > Tax Receipts. Select Unpublish This Receipt. Please note, you cannot unpublish more than one tax receipt at a time.

Email Your Tax Receipts

Emailing tax receipts lets you send receipts to your members for their use. They can always review through their Uplifter accounts as well, but many users will appreciate their tax receipts being emailed directly to them.

Email All Tax Receipts

Filter by your desired tax year and 'Published'
Select Email Tax Receipts

Once you have reviewed and published your tax receipts you can email those receipts to your members. To do so, filter the Tax Receipts page by the desired tax year as well as the 'Published' status. Once you have done so the option to Email Tax Receipts will enable. Select this to email all tax receipts.

Email an Individual Tax Receipt

Select to View the desired tax receipt
Select Email This Receipt

If you would prefer to send out an individual tax receipt via email you can do so. First, select to View the desired tax receipt. From the view page select Email This Receipt.

Regenerate Your Tax Receipts

Tax receipts can be regenerated after their initial generation. This lets you review, update and correct any receipts before publishing.

Regenerate All Tax Receipts

Select Generate Tax Receipts
Check Delete all unpublished tax receipts first if desired
Select Regenerate

To regenerate your tax receipts select Generate Tax Receipts from the toolbar. If desired, select Delete all unpublished tax receipts first and, finally, select Regenerate. Please note that selecting Delete all unpublished tax receipts first will remove all currently unpublished tax receipts and any adjustments you may have made to them. Please be sure you will not be losing any required changes.

This process is similar to generating your tax receipts originally and, as such, it may take some time for the system to process the request.

Regenerate an Individual Tax Receipt

Navigate to the member's account
Select the Tax Receipts menu item
Select Generate Tax Receipts
Check 'Delete all unpublished tax receipts first' if desired
Select Regenerate

It may be desired to regenerate tax receipts for a single member. To do so, navigate to the member's account. From here, select the Tax Receipts menu item. Choose Generate Tax Receipts from the toolbar, mark 'Delete all unpublished tax receipts first' if desired and select Regenerate.

Why You May Need to Regenerate

In some cases, you may have some missing tax receipts or missing tax receipt lines. For example, if you've added a payment for the previous year to an invoice after generating the tax receipts. Or, perhaps you marked a pending payment from the previous year as paid after generating the tax receipts. Or maybe you've accidentally deleted lines from a tax receipt.

By regenerating the tax receipts for a given year you can create tax receipts for these new payments and optionally bring back deleted tax receipts/deleted tax receipt lines.

Important Notes About Tax Receipt Regeneration