How-to: Automatically Send Canadian Tax Receipts to Donors
Set up RallyUp's automatic Canadian tax receipt feature to save yourself time.
Manually creating tax receipts for your donors can be time-consuming for organizations in Canada. RallyUp lets you automatically generate and send your donors a tax receipt when they make an eligible tax-deductible donation on one of your fundraisers.
Automatic Canadian tax receipts are available to use for any organization in Canada. You can customize the receipts with your organization’s branding and information.
Eligible Donations
According to the Canadian Revenue Agency, tax receipts can only be sent for donations where the donor did not receive goods or services in exchange. Here are some examples of eligible and ineligible donations:
Eligible donations:
- Crowdfunding Campaign donations that don’t come with Perks
- One-time or recurring donations through a Donation Page
- Flat and per-unit A-Thon donations
- Direct donations (without receiving goods or services in exchange)
Ineligible donations:
- Raffle or Sweepstakes entry purchases
- Store item purchases
- Auction item bids
- Event ticket purchases
The system will automatically detect the kind of donation the donor made and send them a tax receipt if applicable.
Set up Canadian Tax Receipts
- Go to Settings in the left menu and select Profile.
- Scroll down to Tax-deductible notification and click on the toggle next to Automatically send Canadian tax receipts to your donors:
- Add your business registration number and receipt signature. You can also upload an image of the signature and the organization logo.
- Select Save at the bottom of the page.
Donor View
Donors will receive a link to their tax receipt via email:
When donors click on VIEW TAX RECEIPT, they'll be taken to their receipt in a new tab, where they can print it for their records:
View and Resend Tax Receipts
You can view and resend any tax receipt from the View Donations page.
- Go to Campaigns in the left menu.
- If you have chosen a list view, click on the Campaign title. If you have chosen a grid view, click on the Campaign image.
- Select View Donations*.
- Hover over the donation and click on the three-dot icon on the right.
- Select View Tax Receipt or Resend Tax Receipt:
Good to Know
- The Canadian Revenue Agency has specific requirements about what information needs to display about the donor and organization on the tax receipt, such as the donor’s address and middle initial. This information will be automatically collected in checkout from donors so that it can be used to generate tax receipts.
*Terminology may differ according to Campaign settings.
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