Setting up your account to generate receipts
Before you can issue tax receipts through Zeffy, your account must be configured with the correct organization information. Requirements differ for US and Canadian organizations.
US organizations
To generate tax receipts in the US, you must be a registered 501(c)(3) organization.
Click your name in the bottom left corner of your dashboard and select Settings.
Under Organization, click Organization information.
Select that you are a 501(c)(3) organization.
Enter your EIN (Employer Identification Number).
Click Save.
While organizations with 508(c)(1)(A) and similar status may be legally able to provide tax receipts, Zeffy currently only supports tax receipt generation for eligible 501(c) organizations. If you would like Zeffy to support tax receipt generation for your organization type, you can add your vote to the feature request here.
Canadian organizations
To generate tax receipts in Canada, you must be a registered charity. The signature is mandatory—without it, you cannot issue receipts.
Click your name in the bottom left corner of your dashboard and select Settings.
Under Organization, click Organization information.
Select that you are a registered charity.
Enter your charity number.
Click Import your signature to upload a signature image. This signature will appear on all tax receipts you issue.
Click Save.
In Canada, the donor's full address is required to generate a tax receipt. To generate receipts for payments, make sure the "full address" question is added to your campaign.
In Canada, the signature is legally required on tax receipts. If you do not upload a signature, you will not be able to generate receipts.
For detailed instructions on uploading and formatting your signature, see Edit the signature on your tax receipt.
Australian organizations
To generate tax receipts in Australia, your organization must have Deductible Gift Recipient (DGR) status.
Click your name in the bottom left corner of your dashboard and select Settings.
Under Organization, click Organization information.
Select that you are a registered charity with DGR status.
Enter your ABN (Australian Business Number).
Click Save.
For ATO compliance, your donation forms must collect donor name and address as required fields. This information is mandatory for issuing valid tax receipts.
Add your logo
To personalize your receipts with your organization's branding:
In Settings, under Organization, click Visual identity.
Upload an image of your logo.
Click Save.
Your logo will appear on all tax receipts issued by your organization. If you don't upload a logo, the form logo will be displayed instead.
What if I need to correct a receipt?
If you've already issued a receipt and need to make changes, you'll need to cancel it and generate a replacement. See Edit or cancel a tax receipt for step-by-step instructions.