CRA Compliance
Year End Preparation

Year End Preparation

Be ready for a tax time with PatronSend's compliance tools.

What The CRA Looks For

During an audit, CRA examines:

  • Receipt numbering (sequential)
  • Required fields on all receipts
  • Voided receipts are accounted for
  • Advantage calculations are correct
  • Records are retained properly

Compliance Reports

Receipt Report

A complete list of all receipts issued.

  1. Go to Reports
  2. Select Receipt Report
  3. Choose the tax year
  4. Export to CSV or PDF

Includes: Receipt number, donor name, amount, date, status.

Sequential Numbering Report

Verifies your receipt numbers are sequential.

  1. Go to Reports
  2. Select CRA Compliance Report
  3. Choose the tax year

Shows: Any gaps in numbering (there shouldn't be any with PatronSend).

Voided Receipts Report

List of all voided receipts with reasons.

  1. Go to Reports
  2. Select CRA Compliance Report
  3. Choose the tax year
  4. Check include voided receipts in analysis

Includes: Original receipt, reason for void, replacement receipt (if any).

Audit Checklist

Before an audit, verify:

  • All receipt numbers are sequential
  • All required fields are present on receipts
  • Voided receipts are documented with reasons
  • Advantage calculations are documented
  • Non-cash gifts have proper appraisals
  • Records exist for 7 years

Record Retention

CRA requires keeping receipt records for at least 7 years.

PatronSend retains:

  • All receipt data indefinitely
  • PDF copies of all receipts
  • Complete audit log of all actions
  • Voided receipt history

Data Export (Coming Soon)

Export your data at any time:

  1. Go to Settings > Data
  2. Select Export All Data
  3. Choose the format (CSV, JSON)

This creates a complete backup of all your receipt data.

Best Practices

Annual Review

At year end:

  1. Run the CRA Compliance Report
  2. Verify no gaps or issues
  3. Review voided receipts
  4. Generate annual summary

Document Procedures

Keep written procedures for:

  • Who can issue receipts
  • How voiding is handled
  • Advantage calculation policies

Staff Training

Ensure all staff understand:

  • What makes a receipt compliant
  • When to void vs. resend
  • How to handle non-cash gifts
Overview