--- title: How to Update and Regenerate Tax Receipts description: 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. --- [Skip to content](https://help.trellis.org/how-to-update-regenerate-taxreceipts#main-content) English Show submenu for translations ![Trellis-MainLogo-AllWhite-01.png\]](https://help.trellis.org/hs-fs/hubfs/Trellis-MainLogo-AllWhite-01.png?height=40&name=Trellis-MainLogo-AllWhite-01.png) Open main navigation Close main navigation - English Show submenu for translations - [Raise an urgent issue (out of office hours)](https://formcrafts.com/a/urgentform) [Raise an urgent issue (out of office hours)](https://formcrafts.com/a/urgentform) Help & Learning - There are no suggestions because the search field is empty. 1. [Help & Learning](https://help.trellis.org/?hsLang=en) 2. [Tax Receipts](https://help.trellis.org/tax-receipts?hsLang=en) 3. [Manage Your Tax Receipts](https://help.trellis.org/tax-receipts?hsLang=en#manage-your-tax-receipts) # 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.  ![](https://help.trellis.org/hs-fs/hubfs/Screenshot%202025-08-26%20at%204-44-51%E2%80%AFPM-png.png?width=670&height=283&name=Screenshot%202025-08-26%20at%204-44-51%E2%80%AFPM-png.png) 3. Use the search bar to find the specific transaction. 4. Click the **3-dots** on the right-hand to **View Details**.   ![](https://help.trellis.org/hs-fs/hubfs/image-png-Jul-08-2026-10-52-46-6470-PM.png?width=215&height=273&name=image-png-Jul-08-2026-10-52-46-6470-PM.png) 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**. ![](https://help.trellis.org/hs-fs/hubfs/Screenshot%202025-08-26%20at%204-49-36%E2%80%AFPM-png.png?width=670&height=311&name=Screenshot%202025-08-26%20at%204-49-36%E2%80%AFPM-png.png) 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](https://www.canada.ca/en/revenue-agency/services/charities-giving/charities/operating-a-registered-charity/issuing-receipts/correcting-replacing-official-donation-receipts.html), 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.  Event ticket PDFs will automatically regenerate with the new ticket holder name whenever the attendee is reassigned. --- #### **Need Help?** *If you have questions or need assistance, reach out to our **Product Engagement Team** via the blue chat icon or email support@trellis.org.*   - [Admin & Reporting](https://help.trellis.org/admin-reporting?hsLang=en#main-content) - [Welcome to Trellis](https://help.trellis.org/admin-reporting?hsLang=en#welcome-to-trellis) - [Understanding Fees](https://help.trellis.org/admin-reporting?hsLang=en#understanding-fees) - [Understanding British Columbia Provincial Sales Tax](https://help.trellis.org/admin-reporting?hsLang=en#understanding-british-columbia-provincial-sales-tax) - [Reports & Exports](https://help.trellis.org/admin-reporting?hsLang=en#reports-exports) - [Troubleshooting](https://help.trellis.org/admin-reporting?hsLang=en#troubleshooting) - [Set Up and Manage Your Banking](https://help.trellis.org/set-up-and-manage-your-banking?hsLang=en#main-content) - [Add Your Banking Details](https://help.trellis.org/set-up-and-manage-your-banking?hsLang=en#add-your-banking-details) - [Understanding Your Payouts](https://help.trellis.org/set-up-and-manage-your-banking?hsLang=en#understanding-your-payouts) - [Tax Receipts](https://help.trellis.org/tax-receipts?hsLang=en#main-content) - [Set Up Your Tax Receipts](https://help.trellis.org/tax-receipts?hsLang=en#set-up-your-tax-receipts) - [Manage Your Tax Receipts](https://help.trellis.org/tax-receipts?hsLang=en#manage-your-tax-receipts) - [Build and Design Your Fundraiser](https://help.trellis.org/build-and-design-your-fundraiser?hsLang=en#main-content) - [Build Your Fundraiser](https://help.trellis.org/build-and-design-your-fundraiser?hsLang=en#build-your-fundraiser) - [Fundraiser Settings](https://help.trellis.org/build-and-design-your-fundraiser?hsLang=en#fundraiser-settings) - [Manage Your Fundraiser](https://help.trellis.org/build-and-design-your-fundraiser?hsLang=en#manage-your-fundraiser) - [Live Event Views](https://help.trellis.org/build-and-design-your-fundraiser?hsLang=en#live-event-views) - [Messaging & Campaigns](https://help.trellis.org/messaging-campaigns?hsLang=en#main-content) - [Automated Messages](https://help.trellis.org/messaging-campaigns?hsLang=en#automated-messages) - [Creating Messaging Campaigns](https://help.trellis.org/messaging-campaigns?hsLang=en#creating-messaging-campaigns) - [Manage Your Messaging Campaigns](https://help.trellis.org/messaging-campaigns?hsLang=en#manage-your-messaging-campaigns) - [Analyze Your Messaging Campaigns](https://help.trellis.org/messaging-campaigns?hsLang=en#analyze-your-messaging-campaigns) - [Donor Experience](https://help.trellis.org/messaging-campaigns?hsLang=en#donor-experience) - [Event Ticketing](https://help.trellis.org/event-ticketing?hsLang=en#main-content) - [Set Up Your Event Tickets](https://help.trellis.org/event-ticketing?hsLang=en#set-up-your-event-tickets) - [Manage Your Attendees](https://help.trellis.org/event-ticketing?hsLang=en#manage-your-attendees) - [Post-Event Management](https://help.trellis.org/event-ticketing?hsLang=en#post-event-management) - [Donor Experience](https://help.trellis.org/event-ticketing?hsLang=en#donor-experience) - [Sponsorships](https://help.trellis.org/sponsorships?hsLang=en) - [Silent & Live Auctions](https://help.trellis.org/silent-live-auctions?hsLang=en#main-content) - [Set Up Your Auction](https://help.trellis.org/silent-live-auctions?hsLang=en#set-up-your-auction) - [Manage Your Auction](https://help.trellis.org/silent-live-auctions?hsLang=en#manage-your-auction) - [Auction Close](https://help.trellis.org/silent-live-auctions?hsLang=en#auction-close) - [Donor Experience](https://help.trellis.org/silent-live-auctions?hsLang=en#donor-experience) - [Donations](https://help.trellis.org/donations?hsLang=en#main-content) - [Set Up Your Donations](https://help.trellis.org/donations?hsLang=en#set-up-your-donations) - [Donor Experience](https://help.trellis.org/donations?hsLang=en#donor-experience) - [Items for Sale](https://help.trellis.org/items-for-sale?hsLang=en#main-content) - [Set Up Your Items for Sale](https://help.trellis.org/items-for-sale?hsLang=en#set-up-your-items-for-sale) - [Raffles & 50/50](https://help.trellis.org/raffles-50-50?hsLang=en#main-content) - [How to Run a Raffle](https://help.trellis.org/raffles-50-50?hsLang=en#how-to-run-a-raffle) - [Running a Raffle in the USA](https://help.trellis.org/raffles-50-50?hsLang=en#running-a-raffle-in-the-usa) - [Managing Your Raffle](https://help.trellis.org/raffles-50-50?hsLang=en#managing-your-raffle) - [Draw Winner & Reporting](https://help.trellis.org/raffles-50-50?hsLang=en#draw-winner-reporting) - [Donor Experience](https://help.trellis.org/raffles-50-50?hsLang=en#donor-experience) - [Raiser's Edge NXT Integration](https://help.trellis.org/raisers-edge-nxt-integration?hsLang=en#main-content) - [Integration Set Up](https://help.trellis.org/raisers-edge-nxt-integration?hsLang=en#integration-set-up) - [How the Integration Works](https://help.trellis.org/raisers-edge-nxt-integration?hsLang=en#how-the-integration-works) - [Constituent Matching](https://help.trellis.org/raisers-edge-nxt-integration?hsLang=en#constituent-matching) - [Gift Sync](https://help.trellis.org/raisers-edge-nxt-integration?hsLang=en#gift-sync) - [Event Participation Sync](https://help.trellis.org/raisers-edge-nxt-integration?hsLang=en#event-participation-sync) - [Sales Entry System (SES)](https://help.trellis.org/sales-entry-system-ses?hsLang=en) - [Check-In Tool](https://help.trellis.org/check-in-tool?hsLang=en#main-content) - [Introduction to the Check-In Tool](https://help.trellis.org/check-in-tool?hsLang=en#introduction-to-the-check-in-tool) - [Managing Attendees](https://help.trellis.org/check-in-tool?hsLang=en#managing-attendees) - [Event Day](https://help.trellis.org/check-in-tool?hsLang=en#event-day) - [Post-Event Management](https://help.trellis.org/check-in-tool?hsLang=en#post-event-management) - [Fund-a-Need](https://help.trellis.org/fund-a-need?hsLang=en#main-content) - [Set Up Your Fund-a-Need](https://help.trellis.org/fund-a-need?hsLang=en#set-up-your-fund-a-need) - [Manage Your Fund-a-Need](https://help.trellis.org/fund-a-need?hsLang=en#manage-your-fund-a-need) - [Manage Pledges Post-Event](https://help.trellis.org/fund-a-need?hsLang=en#manage-pledges-post-event) - [Security, Privacy & Technology](https://help.trellis.org/security-privacy-technology?hsLang=en) - [New Features!](https://help.trellis.org/new-features?hsLang=en) - [Resources for a Successful Fundraiser](https://help.trellis.org/resources-for-a-successful-fundraiser?hsLang=en#main-content) - [Pre-Event Planning](https://help.trellis.org/resources-for-a-successful-fundraiser?hsLang=en#pre-event-planning) - [Trellis Feature Spotlight](https://help.trellis.org/resources-for-a-successful-fundraiser?hsLang=en#trellis-feature-spotlight) - [Support Resources for Donors](https://help.trellis.org/support-resources-for-donors?hsLang=en#main-content) - [Getting Started](https://help.trellis.org/support-resources-for-donors?hsLang=en#getting-started) - [Checkouts](https://help.trellis.org/support-resources-for-donors?hsLang=en#checkouts) - [Participating in an Auction](https://help.trellis.org/support-resources-for-donors?hsLang=en#participating-in-an-auction) [![Chill listening crop-3](https://help.trellis.org/hs-fs/hubfs/Trellis-MainLogo-LightGreenLeaf-01.jpg?width=117&height=55&name=Trellis-MainLogo-LightGreenLeaf-01.jpg "Chill listening crop-3")](https://trellis.org) Copyright © 2026, Trellis Social Enterprise