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Documentation Tenant Settings

Tenant Settings

Tax Receipts and Acknowledgments

This page explains the organization-wide charitable document settings in Workspace Settings and what those values affect later in donation workflows.

Why this area exists

The Tax Receipts & Acknowledgments section stores the issuer identity Altrinum uses when it creates future donation documents. This is not a decorative profile. These settings are part of the organization's compliance and donor communication setup.

Confirmed sub-sections include:

  • organization eligibility
  • Canada issuer profile
  • U.S. acknowledgment profile

What each setting area is for

Organization eligibility

This section answers two high-level questions:

  • can the organization issue Canadian charitable receipts
  • can the organization issue U.S. charitable acknowledgments

The page prevents both paths from being enabled at the same time.

There is also a separate We are a registered charity (Canada) toggle. In practice, that switch matters because the Canadian issuer profile becomes required and the donation receipt services rely on those values for Canadian receipt generation.

Canada issuer profile

This section stores the values needed for official Canadian receipt output, including:

  • legal name
  • registered address
  • charity number
  • place issued
  • receipt prefix
  • authorized signatory
  • optional signature image

The implementation uses these values for:

  • one-time donation receipt generation
  • annual donation receipt generation
  • receipt numbering
  • receipting compliance reporting
  • tenant-branded email footer address resolution when charitable address lines are available

U.S. acknowledgment profile

This section stores:

  • legal name
  • optional EIN

The codebase includes U.S. donation acknowledgment PDF handling and receipting compliance reporting support. At the same time, the UI copy still frames this area as future-facing support. Treat this as implemented but still requiring careful human review before relying on it as a full compliance workflow.

What changes after configuration

When the issuer profile is complete, future donation document generation has the fields it needs.

Confirmed consequences:

  • receipt numbers are generated sequentially per tenant and can include the optional prefix
  • future donation receipts and annual receipts can include the legal issuer identity and signatory details
  • if charitable document capability is not configured correctly, document generation can fail due to missing profile data
  • the receipting compliance report can evaluate donations against the declared profile

What is organization-wide versus feature-specific

Organization-wide in Workspace Settings:

  • legal issuer identity
  • registered issuer address
  • signatory details
  • document capability and jurisdiction choice
  • receipt prefix

Feature-specific elsewhere:

  • whether a giving form sends monthly receipts for recurring gifts or defers them to annual receipting
  • event-level tax or receipting options
  • donation-level eligibility details

This distinction matters. Workspace Settings defines the issuer. Feature pages define when a specific transaction should use that issuer profile.

Setup guidance

Canadian charitable receipts

  1. Turn on the Canadian document capability.
  2. Turn on We are a registered charity (Canada).
  3. Enter the charity registration number.
  4. Complete the Canada issuer profile.
  5. Save the settings.

U.S. charitable acknowledgments

  1. Turn on the U.S. document capability.
  2. Enter the legal name.
  3. Add the EIN if your team wants it on file.
  4. Save the settings.

Operational notes

  • The charitable issuer address is separate from the organization invoice address.
  • The workspace profile affects future documents. It does not rewrite historical receipt PDFs already issued.
  • If your organization changes signatories or legal names, coordinate the timing carefully so finance and advancement teams know which future documents use the new details.
  • Monthly recurring receipting timing is not controlled here. Giving forms can still defer monthly gifts to annual receipt delivery.

Common mistakes

  • assuming the invoice address is the same as the charitable issuer address
  • enabling the Canadian path without completing the CRA issuer profile
  • enabling the U.S. path without validating the full acknowledgment workflow internally
  • changing issuer details without testing a real document afterward
  • forgetting that recurring receipt timing may still be controlled on the giving form

What finance and admin teams should review carefully

  • the legal name exactly as it should appear on the document
  • the charitable registration number
  • the registered address
  • the place issued
  • the signatory name and title
  • whether a signature image should be used
  • whether recurring gifts are receipted monthly or annually on the relevant giving forms

What to test afterward

  • one new one-time donation receipt
  • one recurring donation confirmation path
  • one annual receipt workflow if your team uses annual consolidated receipting
  • the receipting compliance report if your team relies on it
  • the PDF output itself, not just the saved settings

Related topics

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Related topics

Tenant Settings Payments Tenant Settings Organization Address and Contact Giving Forms Giving Forms Reference