You can correct tax claim information on gifts that were previously posted to the nominal ledger, reported on the R68 report, or both. Using the Adjust Tax Claim process you can create a replacement gift for the gift being adjusted, if required. The original adjusted gift will be retained in The Raiser's Edge as an archived gift. The gift appears as a view-only gift record. You cannot edit anything on this gift. It is strictly an audit trail that stays in the database.

To show or hide archived gifts:

    • On the Gifts tab of a constituent record, the Archived Gifts option on the toolbar defaults to Hidden.

    • Click Archived Gifts and select one of the following options:

      • Hide archived gifts

      • Include archived gifts in display

      • Display only archived gifts