How to View Tax Receipts

Tax receipts are issued to donors for eligible contributions made through your fundraiser. The Tax Receipts page gives you a centralized view of all receipts tied to a specific fundraiser, so you can track their status, search for individual donors, and export records as needed.

How to View Tax Receipts

1. From your Trellis Dashboard, navigate to Results > Tax Receipts in the sidebar.
2. Use the dropdown in the top-right corner to select the fundraiser you want to view tax receipts for.
3. Review the receipt list, which displays each transaction's:
   1. Purchaser Name
   2. Date
   3. Purchaser Email
   4. Checkout ID
   5. Receiptable amount
   6. Receipt Status.
4. Use the Search bar to look up a specific donor by name, email, or checkout ID.
5. Use the Receipt Status dropdown to filter by status.
6. To download a full record of receipts, click Export All.
7. To generate Not Generated tax receipts in bulk, click Generate All.

Frequently Asked Questions

What does "Not Generated" mean?

It means a tax receipt has not yet been created for that transaction. Click the question mark in the circle for the reason. 

Can I download an individual receipt?

Yes. For transactions with a Generated status, a download icon will appear in the row. Click it to download that receipt directly.

Can I filter receipts by fundraiser?

Yes. Use the fundraiser dropdown in the top-right corner of the Tax Receipts page to switch between fundraisers and view their respective receipts.

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.

Related Articles

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What are Tax Receiptable Amounts

How to Update and Regenerate Tax Receipts

How Tax Receipts Work with the Raiser's Edge Integration