Automatic tax receipts for donations
If you're a registered 501(c)(3) organization in the US, a registered charity in Canada, or an organization with Deductible Gift Recipient (DGR) status in Australia, you can use Zeffy to automatically issue tax receipts for donations made through your donation forms and peer-to-peer campaigns.
Before setting up automatic receipts, make sure your account is configured correctly: Setting up your account to generate receipts.
Turn on automatic tax receipts for donation forms
Go to Campaigns in your left menu and click on the donation form for which you want to activate automatic tax receipts.
Jump to the Tax Receipts section of your form editor.
Check the box to Auto generate & send tax receipts.
Click Save in the bottom of your form editor.
Tax receipts will be automatically generated every time you receive a donation on this form and sent to donors in their confirmation email.
In Canada and Australia, enabling tax receipts on your campaign will automatically make the "Full address" question required as this information is required to generate tax receipts in Zeffy.
How your donor receives the receipt
Each time a donation is made, your donor automatically receives a confirmation email. If you have activated automatic tax receipt generation, the receipt will be included in that email as a PDF attachment.
Resend a tax receipt
If a donor needs their receipt resent:
Go to Payments in your left menu.
Click on the payment in question and a panel will open to the right.
In the payment panel, click More or Actions in the top right-hand corner, then select Resend the receipt.
You can resend to the original email address or enter a different one if the donor made a typo.
Download a receipt
To download a receipt directly:
In Payments, click on the payment.
The receipt will appear under receipt in the panel that opens. Click to download it.
You can also see the tax receipt number and link directly in the payments table: click the three dots in the top right corner, select Manage columns, and check Tax receipt # and Tax receipt URL. See Customize the columns in the payments table.