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We use price fields/line items for all of our contributions. I noticed that on the line_item table the column deductible_amount is not filling in. I checked and Price Fields do not seem to have an option for "Is Tax-deductible". Financial Types do have the check box.

My set up is Financial Types:

  • Donation (tax-deductible is checked)
  • Tuition
  • Reimbursement

Line Items under Donation:

  • General Fund
  • Capital Improvement
  • Staff Salaries
  • Other __________________

What do I do to have it fill in the tax-deductible amount in the line item table?

1 Answer 1

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As you know, financial types can either be deductible or non-deductible. Before the advent of price sets, to record a partially deductible contribution you would use a deductible financial type and then enter in the non-deductible amount. After the advent of price sets, if the overall financial type of a price set is non-deductible, the system will automatically populate the non-deductible amount field for the full amount of the contribution, regardless of whether the individual price field options are configured with deductible financial types.

What this means is that currently, the system only tracks a non-deductible amount on the contribution level, not on the line item level. The field in the line item table is either a legacy field or a place holder for future use, but it is not something that is currently being populated by the system.

The demo site is down so I am unable to verify what built in tax tokens are available, but for our clients we instruct them to use a deductible financial type for the price set - in this way, our line-item based tokens will allocate each line item's deductible amount according to the financial type of the price field option.

Hope this helps, Tamar

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  • As noted in my original posting, I had already checked to see if I had the overall Financial Type was set as deductible. It was. I have the Financial Type "Donation" (Tax-deductible) and the Price Fields listed below that. It does not seem to carry down into the individual price field options. Any other ideas?
    – Iowa Boy
    Oct 7, 2016 at 14:51
  • Hi Carl, I was affirming your knowledge of this fact and have edited my response to include a bit more clarity. Oct 7, 2016 at 21:35
  • Is this a bug that should be reported?
    – Iowa Boy
    Oct 14, 2016 at 23:45
  • In my opinion, it is not a bug, but rather lack of functionality - what you are looking for is tracking a deductible amount on the line item level where currently the system is only tracking it on a contribution level basis. Oct 14, 2016 at 23:54

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