How to Void an Issued Income Tax Receipt

If you, the user needs to update the tax receipt after it has been published, you can void the original receipt, make corrections, and generate a new tax receipt. 
 

How to Void a Tax Receipt.   

1. Left Menu > Contact > Contact Finder > type name of payer   

2. Click edit pencil icon: Edit the payer information  

3. Click Finance Tab  

4. Click Receivables Tab  

5. Click Tax Receipts Sub-Tab  

6. Click the edit pencil icon: Tax Receipts to view details  

7. Click the edit pencil icon: to the left of the Tax Receipt to void  

8. Click the Void Button on the Top Toolbar  
   • message will display asking the user to confirm Void the Receipt  
   • Click Yes to Void  

9. The Void icon will display on the Top Toolbar  

10. The Grid will now display that this receipt is now Voided -   
     

Note – On a payer account, when viewing a Tax Receipt, all voided receipts will display in the grid.   

If you try to post/void the payment or invoice, you will now receive an error if you have published a tax receipt in the post-dated year.   

There could be a time that you have missed a payment or an invoice in the previous tax year and you only realize after you have published your tax receipt.