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How do I set up automatic tax receipts?

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All of ConnectionPoint’s platforms are set up to allow tax receipts to be delivered automatically once a supporter contributes.

NOTE: Only non-profit/charity organizations legally allowed to distribute tax-deductible receipts as dictated by their country of residence may use this feature of our platforms. 

Is this you? Awesome! Our automatic tax receipt feature will send the necessary paperwork to your contributors, saving your non-profit or charity valuable time.

IMPORTANT: You must make sure receipting is turned on at the campaign level as well. Once your tax receipting is set up on your organization profile, go to your campaign’s Edit menu (in the sidebar panel), then click ‘Receipts’ and toggle the option to ‘On’.

  1. Setting up automatic tax receipting
  2. Common questions regarding tax receipts

Part 1: How to set up automatic tax receipting #

IMPORTANT: You must make sure receipting is turned on at the campaign level as well. Once your tax receipting is set up on your organization profile, go to your campaign’s Edit menu (in the sidebar panel), then click ‘Receipts’ and toggle the option to ‘On’.

STEP 1 – Ensure your tax number is included in your organization profile.

Without adding a tax number to your organization profile, the settings for tax receipts won’t appear. If you try, you’ll receive a notification to add it in… which is handy because it links you to the right setting!

Screenshot of the pop-up that appears if you click on the 'Receipts' option in your organization menu, but have not yet inputted a tax number. It reads: Action required. You need to provide a tax number for (Organization) in order to issue tax receipts. Buttons: Cancel Update tax number

Remember, return to your organization profile through the breadcrumbs bar in any campaign.

Screenshot of a campaign in administrative view (breadcrumbs showing). A blue arrow points to the demo organization name (Connectionpoint Systems Inc) in the breadcrumbs bar.

Except it will be your organization’s name… obviously. You get it. You’re a smart cookie. Onwards we move!

You want to go to Settings next:

Screenshot of an organization profile in administrative view. A blue arrow points to 'Settings' which is the last option in the left sidebar panel.

Then under ‘Name & address,’ you will find the tax number field.

Screenshot of organization settings menu. A blue arrow points to the first option in the left sidebar panel, which says 'Name & address". In the window, there are two columns under 'Organization details', with space to insert information like address and website. The last option in the second column is Tax Number.

Enter your EIN (USA), CRA number (Canada), or whichever number is required in your region.

STEP 2 – Turn tax receipts to ‘on’ and choose settings.

Go back to your organization profile, and NOW you can go to the ‘Receipts’ setting.

Screenshot of organization profile in admin view. The left sidebar panel has the fourth option from the top highlighted. It says 'Receipts' and has a blue arrow pointing to it.

Switch the settings to ‘On.’

Screenshot of Receipts window. It reads 'Tax receipts' and has an on/off toggle switch. It is toggled to 'on' with a blue arrow pointing to it.

We aren’t going to go through every setting; however, we will point out this key option:

Screenshot of one option on the tax receipt settings. It reads 'Automatically enable tax receipts for new campaigns' with a blue box containing a white check to the left

We recommend you select the option to turn receipts on for each new campaign automatically. It’s very easy to forget to manually do this each time you have something new going on, and you likely don’t want to have to remember this one tiny step.

STEP 3 – Choose whether you want to use our default template or customize a template.

Our default template contains everything you need and will save you SO MUCH TIME! Customized templates require specific features, must be in ODT format (a tricky bugger), and can’t be too big of a file. So why not save yourself the dreaded headache of trying to format a document for hours and use the one we’ve created for you?

You can view what this will look like by clicking ‘Preview receipt’ in the upper right corner of the page (either with or without advantage):

Screenshot of the tax receipt settings, showing the 'Preview receipt' button at the top right (directly left of the save button)

*Canadian organizations: You will need to upload a signature from a signing authority of your organization:

Screenshot of the section in tax receipt settings where you can choose the default template or customize a template. Two tabs say "Default template" and "Custom template." Default is open, showing where the signature can be uploaded. It has two helper points: - provide a signature image (optional) - recommended image size is 300x50(h) pixels Under, it has a spot to type in the name of the signing authority. It reads "Signature (text)"

Helpful piece of advice: when you go to crop out your signature, if you’re having trouble, just hit ‘Skip’ at the bottom, and the whole file will be used 🙂

STEP 4 – SAVE!

Image of the Save button

This little one is in the upper right corner. Don’t forget to click him, or he’ll be sad.

Part 2: Common questions regarding tax receipts #

What’s a tax receipt advantage? #

An advantage is something you spend money on that you are giving someone in exchange for a contribution. For example, a supporter contributes $50 to your campaign and receives a t-shirt. You spent $10 on that t-shirt. The supporter’s $50 contribution is therefore not ALL tax deductible; only $40 is. The t-shirt is an advantage and should be shown on the tax receipt. 

These features will automatically be inserted into the tax receipt once you have set up your rewards correctly. See here for information on setting up rewards.

Why isn’t my custom tax receipt uploading? #

It’s likely the file is too big. This usually happens because of a large file size for your logo image. Remove all unnecessary images, reduce the size of your logo (hint: open it in Paint or a similar feature and reduce the size by 50-75%), and try again. If you continue to have issues, please let us know at cs@connectionpoint.com or through the chat box on the platform.

I forgot to turn on tax receipting before launching my campaign. If I turn it on now, will the platform automatically send receipts to all supporters who have already contributed? #

No, the receipting option will not work retroactively. In this case, please contact us at cs@connectionpoint.com or through the chat box on the platform you’re using, and we will help you out.

Why is ‘address’ automatically selected with my tax receipt? #

Canadians require the supporter’s address on our tax receipts. As a Canadian company, we wanted to ensure all tax receipts appear legal automatically to as many users as possible. We are making addresses mandatory for now (which is not generally required in other countries) and will look to optimize this in the future.

Why can’t I view the receipting options? #

Only the Owner of an organization can view/edit tax receipt settings. If the owner of your organization is no longer with your organization, please contact ConnectionPoint and we will work with you on changing ownership. 

Why are my contributors not receiving their receipts? #

Did you turn receipting on at the campaign level? When viewing your campaign, click ‘Edit’ in the left sidebar menu, then ‘Receipts’ and turn it to ‘on’. Don’t forget to save!!

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