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Batch Numbers

Batch numbers are automatically assigned during financial quick postings. To assign the next batch number to use, on the File menu, click Setup > Batch Number and Tax Limit Information.

Tax Limits

The IRS requires substantiation for tax-deductible cash contributions and for Quid Pro Quo contributions above a specified amount. Tax Limits refer to the IRS donation substantiation regulations, and you can obtain this information from the IRS. To enter the amounts, on the File menu, click Setup > Batch Number and Tax Limit Information. You should update these amounts as IRS regulations change.

For the last option in the window, select Yes if, for example, you want to combine a $150 contribution to the church and a $150 contribution to the Building Fund Drive made on the same day into a $300 contribution in order to meet the substantiation requirements.



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