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Setting up automatic tax receipting

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.

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

Insert or update your tax number by clicking ‘Identity’ and then ‘Name & address’ in the organization profile navigation menu.

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

STEP 2 – Click ‘Payments’ and then ‘Receipt settings’ in the profile navigation menu.

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

STEP 3 – Switch ‘Tax receipts’ 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 4 – 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