How to Setup Tax Receipting

Tax receipt templates, turning this option on and how to edit, void and regenerate.

Hey organizations!

We’re giving you all the tips and tricks to set up your tax receipts in no time.

Take a look at an example Canadian tax receipt here. Government of Canada issuing receipts info here.

Ready to get started?

  1. Make sure that you have your organization details filled out under your profile

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  2. From within your account dashboard or the page builder, navigate to the Tax Receipting section on the left then create a new tax receipt.

  3. You can Add a new receipt or edit an existing receipt if you already made one from within your page.

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  4. You can upload a template if you have a current tax receipt set up or you can create a new one.

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  5. How to create a new template from scratch

    1. Tax receipt name is a way to name your receipt so that if you have multiple pages that require different receipts.

    2. Tax Receipt Prefix is the text that will be generated with the tax receipt number (Eg. If I entered ABCLO for my org name the first tax receipt would say "ABCLO-1"

    3. Fill out the message you want to deliver to your fundraiser participants.

    4. Fill out the Name and Title that will be on the tax receipt

    5. Upload a digital signature

    6. Assign where a copy should be sent if any.

    7. Click Save

    8. Assign that template to the fundraising page you want to use it for.

       

Tax Receipting from within a Page

You can also access your tax receipt from within the fundraiser page.

 

 

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  • Fill in Tax Receipt Name to make it simple for you and your team to remember which template is which.

  • The Tax Receipt Prefix is a unique identifier for each receipt. Note the donor that receives a tax receipt will also see these unique tax receipt prefixes, and it will increment like so: TR-1, TR-2, ..., TR-99.  You can change this prefix (for example to the abbreviation of your organization), or leave it as is!

  • In the Tax Receipt Body Text, write a custom message for your donors. It could be a message of acknowledgement or appreciation for their support. 

  • Include the ED/CEO Name and ED/CEO Title, which will be the signer of the receipts.

  • Upload the ED/CEO's Digital Signature*. Please ensure the background for the signature is white or transparent in order for it to be legible on the receipts. 

*To create a digital signature, simply write your signature on a piece of plain white paper, with lots of space around the signature. Take a photograph, or scan the page onto your computer and crop it to only include the signature. Then simply upload the image. Alternatively, you can generate your signature digitally and upload it.

 

Make sure to send a test tax receipt to yourself through the box on the right side of the page, to ensure you are happy with the message before you send it to your donors. This NEEDS to be done or it will not activate your tax receipt.

 

If you're happy with the changes, don't forget to press Save to publish your tax receipt.

Please note: you cannot delete a tax receipt when it is in use.