Feature – Automatic Tax Receipts

Crowdfunding Advisors Campaign Settings, Payments & Providers

Feature – Automatic Tax Receipts

Campaign Settings, Payments & Providers
— Updated: September 10, 2020

This feature is available to non-profit organizations only.

Question: My non-profit organization needs to send out tax receipts to our contributors. Can your system send these receipts automatically?

Answer: Yes it can. Our automatic tax receipt feature will send the necessary paperwork to your contributors, saving your non-profit organization valuable time.

Here’s how it works: Steps 1 through 4 only need to be done once. Then just repeat step 5 each time you create a campaign. 

Step 1

Create your campaign. If you haven’t created one yet, you can find out how to create a campaign for your Non-Profit Organization here

Step 2

After your campaign has been created (either before or after you launch it), go to your Campaign’s Edit page by clicking the Edit link in the black NavBar along the top of your campaign page.

Step 3

Click the Tax receipts tab down the left side of the page, then click Organization tax receipt settings in the yellow info box.

Step 4

Note: This step only needs to be done once, the first time you create a campaign. Next time you create a new campaign, you won’t need to do any of Step 4 on this page, you can skip straight to Step 5 below.

Go through everything on this page and adjust the settings in each section as needed:

Enable tax receipts?
Just click Yes

Our system automatically emails your contributors a tax receipt, but some people misplace them and need a replacement. If this box is checked, your contributors will be able to sign in to our system and download a copy of their tax receipt without having to contact you directly and ask for another copy. If you don’t want that, just uncheck the box. 

We don’t automatically send you copies of the receipts we send out to your contributors. If you want us to, enter an email address here and we’ll automatically send a copy of every receipt to that email address.

When you set up your Organization’s account, we assign a number to the account. This number will appear on all tax receipts before the receipt number. To use your own custom prefix code, just check the box and type your code in.

For example:

  • 7395 is the number automatically assigned to my organization’s account, so the first time we issue a receipt for this account, the receipt number will be 7395-1, then 7395-2, etc.
  • If I don’t want that 7395- to show up at the beginning and I want to use my own code at the beginning instead, then I need to check the box and enter my own code, using any combination of numbers, letter, underscores and dashes, like this one: BOB4PRES_. The first time we issue a receipt after that, the receipt number will be BOB4PRES_1, then BOB4PRES_2, etc.

First number
Let’s say your Organization already issued 500 tax receipts this year and you want the receipts from this campaign sent out starting with receipt number 501. Well, all you need to do here is check the box and then enter 501 in the space provided. Then the first time we issue a receipt for this account, the receipt number will be XXXX501, then XXXX502, etc. (the XXXXs will be based on how you set up the Prefix section above)

Location receipt issued
Unless your Organization has special requirements on the physical location of the computer server issuing the tax receipts, then leave this one set to Based on your organization address. If you don’t know whether or not your Organization has special requirements like this, chances are pretty good that you don’t have these requirements, so you should be okay to leave this alone and move on to the next section.

Signature image (optional)
If you want the receipts to be issued with your signature (or your Treasurer’s signature), then you’ll need to upload an image file with the signature on it. For best results, the file should be 300 pixels wide and 50 pixels high. If you don’t have an image file, that’s okay, just enter your name (or your Treasurer’s name) in the Signature text line below.

Signature text
Type in your name (or your Treasurer’s name) in this spot.

Disclaimer (optional)
Some non-profit organizations are required to have a specific statement appear on all their tax receipts. This is where you need to put that statement. 

Don’t forget to click the Save changes button at the bottom, or you’ll have to do this all over again. Also, there’s one more small step before you’re done:

Step 5

Once you save the above page, you’ll see a small black confirmation box appear for a few seconds at the top. That let’s you know you can safely close that tab in your browser. 

When you close that tab, you should still have your campaign’s Edit page open in the other tab. 

All you need to do now is click Yes, then click Save changes at the bottom.

Some things to keep in mind:

Signature Image File

  • For best results, use an image that is 50px high and 300px wide. Your image can be larger, but it will be resized down to fit in the 50×300 signature area on your receipts. You will have the option of cropping your image after uploading it.

    Supported file types are .jpg, .gif and .png (some less common file types will also work, however these 3 file types are the preferred types, and we cannot guarantee that other file types will work).

Issuing of receipts is NOT retroactive 

If you turn on this feature after you’ve already received contributions, the system will not issue tax receipts to anyone who has already contributed – it will only issue receipts to people who contribute after you’ve turned on the feature.

You will need to manually issue receipts to anyone who contributed before the feature was turned on. 

Note: Because of differing individual circumstances and jurisdictions, we do not provide information or specific advice on taxation. We recommend that you consult an appropriate tax professional who can provide you with information and advice relevant to your specific situation and location.