Why Doesn't a Payment Show on the Tax Letter

There could be several reasons why a certain payment would not show up on the tax letter (receipt/tax statement).

You will need to check that:

1. The payment date falls within the date range selected
   
   
2. The charge type is set to tax deductible in Admin Menu -> My Lists -> Charge Types.
3. "This payment type can be considered tax-deductible." is checked on the payment type in Admin Menu -> My Lists -> Payment Types.
4. Edit the charge, and take a look at the Quantity. Make sure that this is not set to 0.
   
   In most cases, the quantity should be set to 1.
   
   
5. If the payment is unapplied, check that the settings allow unapplied payments to show on the tax statement. You can do this by going to Admin Menu -> Settings -> Edit Settings -> Tax Statements. An unapplied payment would show 'open' here:
   
   
   
6. There is no 3rd party payer set here:
   
   
   If there is a third party payer, the donor himself will not receive tax credit for the payment. instead, the third party payer will receive the tax credit.
    
7. There is an option to set a custom tax deductible amount for each charge. If this is turned on for your shul, you may see an editable field when you are looking at the charge. Check that this is not set to $0.
   
   
   
8. Sometimes, an online payment may show as 'scheduled' even after the payment date has passed:
   
   
   This means that ShulCloud does not know whether the payment was actually received. You can check in their gateway directly, and see whether the payment was received. If it was, you can edit the payment, and check the box for 'remove scheduled flag'.
    
9. CRA Tax Mode: If a receipt was already printed for the payment, it would not show up on any other receipt. You can check whether there is an existing receipt by clicking on the + to the left of the payment:
   
   
   If there's an option to revoke or reprint the receipt, that means that there is already a receipt generated for that payment.
   

10. No Payment Type: If a payment does not have a payment type associated with it, then it will not appear on the tax letter. The payment type can be missing if a default payment type has not been set on the gateway. To correct this, you will need to do two things: (1) Go to Admin menu > My List > Gateways, and set a default payment type. (2) To correct the payments that have already been made, send a ticket to support explaining the issue.