Best practice on issuing receipt to both spouses for donation originally recorded from one?
I believe this has come up before but wanted to confirm and document the best practices for issuing receipts to spouses.
Revenue Canada allows a charitable receipt for a donation received as a cheque from a bank account with both spouses' names on the cheque but signed by just one of them to be issued to either spouse or both spouses: https://www.canada.ca/content/dam/cra-arc/serv-info/charities/true-donor-infographic-eng.pdf. A parallel situation would be an online donation using a credit card that has a different card for the same account in the name of the other spouse; the receipt could be issued to either spouse or to both together.
(Note that this would not apply if one spouse was the sole holder of the bank account or credit card: in that case that spouse is the only true donor, and the receipt needs to be issued in just their name.)
What is the best way to handle issuing receipts to both spouses from a joint account in CiviCRM with the Canadian Tax Receipts extension when the donation was originally recorded against just one of the spouse's individual contact in CiviCRM?
I think it may be a bit of a hassle to issue tax receipts recorded against one contact in the name of that contact and their spouse. My guess is that the best approach would be 1) to create a household contact, modify the original donation so that it is no longer understood by the system to be a receiptable donation, and record it again as a new donation by the household contact. Alternatively, and more simply, one could 2) change: First Name: Joe Last Name: Murray to be something like: First Name: Lisa Austin and Joe Last Name: Murray
After these changes are made the tax receipts can be issued as normal.
Question: are household contacts fully supported by Canadian Tax Receipts extension?
Advice: any suggestions on best way to deal with organization that really wants to issue tax receipts in the names of both spouses after they were originally recorded against a single individual contact: 1) or 2) or some other way?