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Posting Contribution
Posted: Mon Jan 22, 2007 8:47 am
by Walker
One of my members wrote a check in December, the entire amount is posted as being given in '06, but part of the check is a pre-payment of their '07 pledge. How do we post it as not tax deductible in '07. For that matter how would we document any non-tax deductible income?
Posted: Mon Jan 22, 2007 12:09 pm
by Zaphod
When you enter the contribution, the date on the contribution will be in December '06. This will cause it to show on the '06 statement. You then have the option of applying that contribution to your '07 pledge through View Posted Contributions. You can find that contribution, select it, and click the Change Pledge button to apply that to the proper pledge.
If you have other contributions that you don't want to include on a statement, just give those non-tax deductible funds a number that you can then exclude from the statement. For instance, all you tax-deductible funds can be 1 - 500, and 500+ can be non-tax-deductible. What ranges you use are entirely up to you.