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Not Tax Deductible Merge Tag

Identify Transactions that are not tax deductible and exclude transactions from Yearly Donation Summaries.

Written by Tony Sasso

Not all donations are tax deductible. If you would like to mark specific Transactions as "not tax deductible" you can add the tag FR_NOT_TAX_DEDUCTIBLE to the Transaction profile.

When FR_NOT_TAX_DEDUCTIBLE exist as a Tag on the Transaction, two things happen:

  • The Transaction will be excluded from a Yearly Donation Summary Email

  • The Transaction receipt email will show $0 in the Tax Deductible Amount field

This tag can also be added to a Giving Form, which will automatically apply the tag to any Transaction that occurs through that form.

Add the tag to a Giving Form

  1. Open a Giving Form editor

  2. Find Settings > General > Tags > Transaction Tags > enter FR_NOT_TAX_DEDUCTIBLE

  3. Click Save

Add the tag to an individual Transaction

  1. Open the Transaction profile

  2. In General > scroll to Tags > enter FR_NOT_TAX_DEDUCTIBLE

  3. Click Save

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