- Part 1: How to set up automatic tax receipting
- Part 2: Common questions regarding tax receipts
- What’s a tax receipt advantage?
- Why isn’t my custom tax receipt uploading?
- 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?
- Why is 'address' automatically selected with my tax receipt?
- Why can’t I view the receipting options?
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.
Part 1: How to set up automatic tax receipting #
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!
Remember, return to your organization profile through the breadcrumbs bar in any campaign.
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:
Then under ‘Name & address,’ you will find the tax number field.
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.
Switch the settings to ‘On.’
We aren’t going to go through every setting; however, we will point out this key option:
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):
*Canadian organizations: You will need to upload a signature from a signing authority of your organization:
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!
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 firstname.lastname@example.org 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 email@example.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.