How to Update and Regenerate Tax Receipts

In this helpful guide, we will walk you through the process of updating and regenerating your donors' tax receipts, ensuring that you can easily send them the corrected information.

At times, donors may accidentally enter incorrect information during the checkout process, resulting in the need to update their tax receipts. This article is designed to guide you in assisting your donors with this issue.

How to Update a Tax Receipt

1. From your Trellis Dashboard, go to Results > All Transactions.
2. Make sure the correct fundraiser is selected in the top-right dropdown. 
   
   
3. Use the search bar to find the specific transaction.
4. Click the Box and Arrow icon on the far right of the transaction to open it.
   
   
   
   
5. Click Edit under the Purchaser section.
6. Update any necessary details:
   1. Name
   2. Email
   3. Address
   4. Purchase on Behalf of Company
7. Once updated, go back to Results > Tax Receipts.
8. Find the matching transaction and click the 3-Dot Icon, then Regenerate.
   
   
   
   
9. When you regenerate a tax receipt, the system will:
   1. Void the original tax receipt.
   2. Regenerate a new one with the updated checkout details.
   3. Email both receipts to the purchaser automatically.

Frequently Asked Questions

Q: An individual made a tax deductible purchase but it was supposed to be a company purchase. How do I update this?

Edit the purchase and toggle “Purchase is on behalf of a company.” Once saved, regenerate the tax receipt.

Q: Is it possible to regenerate the tax receipt without automatically sending it to the purchaser?

No not at this time. Regenerating a tax receipt will always send it to the purchaser. There is also not currently a way to edit the email the purchaser receives.

The email that is sent is the same email used when sending yourself a Test Tax Receipt from the Tax Receipt builder in the dashboard.

Q: The purchaser said they didn't receive their tax receipt, can I resend it to them?

Yes, either from the system via the 3-dot icon menu, or by downloading the tax receipt and sending it manually to them.

Q: Is there a limit to how many times I can regenerate a tax receipt?

No, but keep in mind local regulations may apply. For example, the CRA in Canada requires charities to maintain records of any voided tax receipts (Source: Correcting or replacing official donation receipts, CRA Website)

Q: How do I regenerate other checkout attachments?

For itemized receipts and raffle tickets, please reach out to our Product Engagement Team so they can complete the process for you. Unfortunately there is no way to regenerate event ticket PDFs with updated ticket holder names at this time.