Receipts follow the calendar tax year
Official donation receipts for Canada and donation acknowledgments for the United States follow the calendar tax year, January 1 to December 31. This is true whatever your organization’s fiscal year end is, so there is no fiscal year setting to configure.
Choosing the year for a run
When you set up a run, the year you pick is the tax year its receipts are issued for.
If an import contains donations dated outside that year, the field mapping step warns you and lists the rows. The warning never stops the import. For Canadian and US runs, test runs included, no receipts can be generated for the run until those dates are corrected in Review Data (or, for rows beyond the first 100, in your source file before re-importing). A test run checks every imported row, not just its sample receipts, so it stops exactly where the live run would. A donation postmarked December 31 is dated December 31: edit the date rather than expecting an exception.
Runs whose compliance country is Not Set (or Other) get only the warning at import, worded as “outside this run’s year” and compared against January 1 to December 31 of the run’s year. Generation is never blocked for them.
Related
- Run Setup Wizard — choosing the year for a run
- Field Mapping — the donation dates warning