Editing Official Receipts (section)

== Advice from Phillip Richard ==

Phillip Richard was the Party Member who modified the CDN Charitable Tax Receipts Addon and CRM to meet Elections Ontario Requirements.

*Current Version: CiviCRM 4.4 LTS (long term support), Drupal 7 -&nbsp;'''CiviCRM 4.4 must be maintained'''&nbsp;to support CDNTaxReceipts module
*As stated in the letter from EO, material changes to the system require prior approval. This would include but is not limited to adding custom fields (ie. don't do it)
*In the Administer > CiviContribute > CDN Tax Receipts screen,&nbsp;'''''do not'''''&nbsp;setup in-kind receipts. This feature is already handled in the tax receipts module.
*Before issuing tax receipts, a signature image is required. The same screen above is used to upload the image.
*There has been talk of a modified logo - this would have to be tested with the tax receipt in the same screen as above. Not sure if this modification would require approval from Elections Ontario - whoever works on this will want to check that.
*Additional Financial Types have been added for each constituency association.&nbsp;'''''Do not'''''&nbsp;modify the description field of any financial type in CiviCRM (especially in-kind), these reflect what is shown on the tax receipt.