Understanding Merchant Accounts and Tax IDs for Centers

Internet Merchant Accounts can be categorized for use in a single Center by placing them in the same Security Category as the Center; conversely, Merchant Accounts can be designated for use in every Center by placing them in the "General" category or by leaving them as uncategorized.

When configuring a Merchant Account, administrators can specify a Tax ID for that account. Although the same Tax ID can be associated with multiple Merchant Accounts, the opportunity exists to create a one-to-one relationship between a Tax ID, a Merchant Account, and a Center. The Merchant Account Tax ID field is available in the following reports:

• Report Writer Transaction Detail

• Report Writer Interaction Detail

• Report Writer TeamRaiser Gift Detail

If a transaction is refunded, by default the refunded transaction will use the same tax ID as the original transaction. However, the option exists (site-wide) to use the current tax ID value of the merchant account.

Note: Merchant accounts must be configured by Administrators. However, site or center administrators who have permission to manage applications that involve financial transactions (such as TeamRaiser, Online Giving, and eCommerce) have the ability to select a merchant account when configuring a TeamRaiser, form, product, and so forth. (As a site or center administrator, you will have the choice of Merchant Accounts that correspond with the category of the object you are creating, Merchant Accounts in the General category, or Merchant Accounts that are uncategorized.)