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Troubleshooting Tax Letters

Last Updated: Jun 27, 2018 10:24PM CDT
Please note: This help article assumes you have a working knowledge of Apsona and of how your Tax Letters are configured.

Step 1: Verify the Designation Tax Deductible Values
Each Designation has its own tax deductible value. This is then calculated on the Posted Transaction to be used in the Tax Letters merge. It is imperative that the values be setup correctly. Check each Designation to confirm that the tax-deductible values are correct.




If you have modified any Designation values, an update must be run on the Transaction in order to update their TD values as well. Please contact support for help with this.
Learn more about Designations here.

Step 2: Ensure that the Apsona Report filters are correct
When generating Tax Letters through Apsona, you are generally starting the process from an Apsona report. Navigate to that report and click “Edit”. Your filters may vary from what is written below, but should follow some of the same criteria:

 
  • Transaction Type = Posted Payments
  • Posted TD Amount > 0 OR Posted TD Amount: SUM > 0
  • (Transaction) Date = LAST YEAR


This report is checking for records that qualify to be included in the merge. It is looking for Posted Transactions (funds that were received), with a tax-deductible value (as explained in step 1). Since the letters are usually sent out in January, the last criterion retrieves the Transactions from the previous calendar year.




Step 3: Ensure that the Transaction list is correct
The report in Step 2 is determining which records qualify to be included in the Tax Letters. In the merge action, another report is usually referenced to list the actual Transactions in the letter. If you are not sure which report is being used, refer to the asterix (*) at the bottom of the page.
Navigate to this second report and verify the criteria listed. Your filters may vary from what is written below, but should include the following criteria:

 
  • Transaction Type = Posted Payments
  • Posted TD Amount > 0
  • (Transaction) Date = LAST YEAR

It is also possible that the merge action is running against the Transaction object directly. In that case, navigate to the initial report from Step 2. Click Merge/Mail and select the merge action for the Tax Letter. Check off “Edit this merge action”. Continue to the mapping selection page, in the area “Record Group”, Transactions will be listed. Below that, there is a section to enter filters. The above critieria should be entered.



 
 
*Navigate to the initial report from Step 2. Click Merge/Mail and select the merge action for the Tax Letter. Check off “Edit this merge action”. Continue to the mapping selection page, in the area “Record Group”, the report will be listed.
 
 

 

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  • Congregation Connect support is available via email. Please email support@congregationconnect.com and one of our Support Specialists will respond as quickly as possible.
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