Setup for Donation Tax Summary reports

Ensure the following items are completed before running the Donation Tax Summaries function.

1. In the Conference ledger, go to Admin | Organisations and click on the DTS tab. 

2. Check that the information in the fields is correct 

   1. The signature file dimensions must be 150x 34 pixels

   2. Have a clear background

   3. Be an Image file type

3. In each church ledger, check that the Tax tab is correct for all sub-accounts assigned to Income accounts.

   1. Go to Admin | Accounts.

   2. Go to a sub-account that is assigned to an Income account, and click on the Tax tab.

   3. Check that the Tax details have been entered if required.