There are 3 layers where tax_id can be specified. Here are the different layers from highest to lowest.
  • SITE_TAX_ID - This is a Site Option where this tax ID will be used if no tax ID is specified in the Merchant Account, or application (like TeamRaiser). Luminate Support can help you change this if needed.
  • Merchant Account tax ID - This tax ID will be used for all transactions made towards the Merchant Account unless the tax ID is specified in the application (TeamRaiser). The SITE_TAX_ID will be used if this is blank. Luminate Support can help you change this if needed.
  • Application tax ID - This tax ID will be used for all transactions made towards the TeamRaiser. To change this, follow the steps below.
    • Navigate to Fundraising > select TeamRaiser
    • Find the TeamRaiser and click Edit
    • Click Select Fundraising Options
    • Look at the value under Tax ID: Sets a specific tax identification number for the TeamRaiser (leave blank to use the site-wide Tax ID).
Note: If a donation is Soft Credited, the tax ID will not be changed. The original tax ID will remain on the transaction.