Want to give donors full credit for every dollar they contribute—including the fees they cover? You can easily include donor-covered fees in your tax receipts.
If you have your fundraiser's fee settings set so that donors are covering fees, or have the option to cover the fees, you can include the amount they cover on Trellis tax receipts.
How to Include Donor Fees in Tax Receipts
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Go to your Fundraiser Builder.
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In the left-hand panel, go to Settings > Tax Receipting.
- Enable Tax Receipting if it is disabled.
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Toggle on the option “Include fees paid by donors”.
- Complete setting up tax receipts, and click Save.
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Don’t forget to click Publish Changes.
Example Tax Receipt Breakdown
This image shows how donor-covered fees will appear on the tax receipt.
Important Notes
- Donor-covered fees must be combined with another tax receipted amount (like a donation, event ticket, or item) to generate a tax receipt.
- The total tax receipt amount, including covered fees, must be above the Minimum Tax Receipt Amount set under Dashboard > Org Profile.
- Donor-covered fees cannot be added retroactively to existing checkouts. This feature must be enabled before the checkouts are made. Tax receipts must be issued at the time of purchase.
Watch a video demonstration instead:
Need Help?
Did this answer your question? If not, please reach out to our Product Engagement Team via the blue chat icon or email support@trellis.org.