Tax Statement – Charge Type Summary Date Modification

If you run Tax Statements using the Charge Type Summary setting, you will notice that the date column is blank when you run statements. 

Here are the steps to modify the Tax Statement to remove the blank date column.

Step 1: Editing the Tax Statement - Transaction Body

1. Copy the code below. Highlight all of the code below and hit ctrl+c to copy it. 

<table cellspacing="0" cellpadding="0" border="0" width="100%">

<tr>

<td width="60%"><span class="root_lit">[root_lit_name]</span></td>

<td width="40%" align="right">[balance_forward_text]</td>

</tr>

</table>

<table cellspacing="0" cellpadding="0" border="0" width="100%" class="transaction" repeat_header="1">

<thead>

<tr>

<th style= "text-align:left">Donation Description</th>

<th style= "text-align:right">Donation Amount</th>

</tr>

</thead>

<tbody>[transactions]</tbody>

</table>

<table cellspacing="0" cellpadding="0" border="1"  width="100%" class="aging">

<tr>

<td width="100%"><b>Total Amount Donated</b></td>

</tr>

<tr>

<td width="100%">$ [amount_due]</td>

</tr>

</table>

2. Go to Admin Menu > My Lists > Statement Templates.  From there select Tax Statement.

3. Once you expand the Tax Statement Template options, you will select the Transaction Body as shown below.

4. Delete all of the text on the right side and paste the code that you copied above into this area.  You should see this:

Step 2: Editing the Tax Statement - Transaction Line

1. Copy the code below. Highlight all of the code below and hit ctrl+c to copy it.

<!-- start transaction row -->

<tr>

<td style="[top-row][description_cell_css]">

 [description_cell]

</td>

<td style="text-align:right;[top-row][payment_hidden]">

$ [payment_cell]

</td>

</tr>

<!-- end transaction row -->

2. Now select Transaction Line from the options under Statement Template as shown below.

3. Delete all of the text on the right side and paste the code that you copied above into this area.  You should see this:

Step 3: Editing the Tax Statement - CSS

1. Copy the code below. Highlight all of the code below and hit ctrl+c to copy it.

body, th, td, table{ font-family:Arial; font-size:12px; }

i { color:#555; }

td { vertical-align:top;}

.small {font-size:9px; margin:5px}

.address_block{margin:0 10px; font-weight:bold}

h1 {font-family: serif; font-size:20px;}

.person_address{margin-left:20mm; font-weight: bold;}

table.aging{border-collapse:collapse; margin-top:1em; page-break-inside:avoid}

table.aging td{text-align:center; padding:4px; border:[border_style];}

table.transaction {border-collapse:collapse; margin-top:1em; border-top:[border_style]; border-bottom:[border_style]; border-left:[border_style]; border-right:[border_style]}

table.transaction td {; border-top:0px; border-bottom:0px;}

table.transaction tbody td, table.transaction thead th {padding:8px;}

table.transaction tbody td {border-left:[border_style]; border-right:[border_style]}

table.transaction th {border-bottom:0px; border-left:[border_style]; border-right:[border_style]}

.root_lit {font-size:1.3em;}

.all_time_account_balance {font-size:18px}

2. Now select CSS from the options under Statement Template as shown below:

3. Delete all of the text on the right side and paste the code that you copied above into this area.  You should see this: