Automating your tax receipts will allow you to save time while still giving your donors exactly what they need. Keep reading to learn how you can easily add automated tax receipts to your Trellis account.
For details on how issuing tax receipts work under the Government of Canada please click here.
Also here's a link for an example of a Canadian tax receipt.
1. Ensure you have completed all the details under the Profile section on the Main Dashboard.
The Location Issued and Contact Details that include the Charitable Registration # can be updated under your Organization Info or Organization Profile in your dashboard
Failure to provide all information may result in your Tax Receipt not being generated.
Once these details have been added, you'll be able to proceed with your Tax Receipts.
2. In your Main Dashboard, select Tax Receipting
3. Select Add Receipt
4. Fill out the template
- Tax Receipt Name - this name will only be used internally. Most organizations use a generic name if they plan to re-use it for multiple fundraisers, or name their tax receipt after the specific fundraiser it is associated with.
- TR Receipt Prefix - this is the prefix of the file name that will be used when generating donor's tax receipt. For this sample we use TR then the filename of the tax receipt would look like TR-99-DianaRoss-tax-receipt-2023-01-06T00-51-28.440Z.pdf.
- Tax Receipt Body Text - this will be the body of your tax receipt.
- ED/CEO Name - this is the authorized person to issue the tax receipts of your organization.
- ED/CEO Title - this is the authorized person's title.
- Digital Signature - you should have a digital copy of your authorized person to issue tax receipts and upload it here.
- BCC all tax receipts to - you have the option to receive a copy of all the purchase emails sent out that include tax receipts.
5. Select Send a text tax receipt to see what your tax receipt will look like. Enter your email and click "Send Test"
6. Hit Save and in the dropdown select the fundraiser page you want this tax receipt template to be used for. 
You may select multiple pages for one tax receipt template
7. Enable the tax receipt within your fundraiser page by heading back to your Main Dashboard and selecting Edit for the page.
8. Go to the Tax Receipting section within the Settings panel.
9. Enable Include Tax Receipting.
10. Toggle on Include fees paid by donors if you'd like to include the cost of fees in the tax receipt sent to your donor.
11. Review the tax receipt details, Send out a test tax receipt, and once finalized press Save.
12. Hit Publish Changes
Additional Notes:
- You cannot delete a tax receipt when it is in use
- Raffles are not tax receiptable, but if you enable donations on the same page where you will run raffles you may enable tax receipting following the above steps and the platform will automatically send tax receipts only to the donation part of donors. Just make sure your fundraiser name doesn't have the words "raffle", "lotto" or "50/50" in it so you don't run into CRA concerns. (Main Menu > Page Design > Fundraiser Name)
- Enabling tax receipts for auction requires additional steps, scroll down to the bottom to access the link for the article for that.
Below is a preview of a Trellis tax receipt for your reference.
To know what is tax receiptable amounts, click here!
To learn how to add tax receipts for auction, click here!
Did this answer your question? If not, please feel free to contact us using that teal chat bubble on the lower right corner of your Trellis account dashboard.