Canada Settings

When you set your Church Windows system to Canada, changes are made to the Membership and Donations  Modules to better comply with the requirements of our Canadian customers.

 

Set your system to Canada

  • Click Administration and choose Sys Info(System Information).
  • If you haven’t already, then enter your organization’s address and telephone information.
  • In the Country field, click the dropdown dropdown button and select Canada.
  • When you make this selection, the address fields on the System Information screen change to "City, Province," and "Postal Code".
  • The "Tax ID" field becomes "Registration #". Enter your organization’s registration number into this field. This is the registration number that will print on Donation Receipts as required by Revenue Canada.

 

Selecting Canada in the Country field on the System Information screen has the following effects in Church Windows:

Membership

In The People File:

  • "City, State" becomes "City, Province"
  • "Zip Code" becomes "Postal Code"

If you have already changed the names of these fields using the Customize Fields screen, then your previous customizations will be retained and changing to Canada will not affect these field names.

Donations

The Donation Statements options will include processing Donation Receipts and Replacement Donation Receipts . Each will provide you with a tab called Options, from which you can Set Next Receipt #, and enter the Canadian Tax Agency and Canadian Tax Website pertinent to your Church.

'Gives with Family' in Canada
Canada requires that Middle Initials be included on Donation Receipts. In Church Windows, when spouses should receive one combined receipt and are marked Gives with Family the receipt will print the family's Mailing Label instead of printing First Name, Middle Initial, Last Name. Therefore, to avoid the discrepancy, Canadian Churches should either NOT use Gives with Family or should type the Middle Initial in the Mailing Label for those who are marked Gives with Family.