Automatic tax receipts for tickets, memberships, and items
Australian organizations: Raffles are not currently supported or available for Australian users on Zeffy. For partial tax receipts on tickets and memberships, your organization must have DGR status.
For events, memberships, raffles, and online stores, you can issue partial tax receipts when only a portion of the purchase price is eligible for a tax deduction. For example, if a charity dinner ticket costs $50 but only $30 is eligible, you can configure the receipt to reflect this.
Before setting up automatic receipts, make sure your account is configured correctly: Setting up your account to generate receipts.
Turn on automatic partial tax receipts
Go to Campaigns in the left-hand side menu and click Edit on the form for which you want to activate automatic tax receipts.
Jump to the Tickets section of your form editor.
Underneath each ticket type, click See more options.
Check the option to Generate a tax receipt.
Enter the eligible amount for the tax receipt. This is the portion of the ticket price that qualifies as a donation.
Click Save in the top right-hand corner.
Tax receipts will be automatically generated and sent to donors when they make a purchase through this form.
It is not currently possible to generate automatic tax receipts for auction items.
Understanding advantage amounts
The difference between the ticket price and the eligible amount is called the advantage amount. This represents the fair market value of what the purchaser receives (such as the meal at a charity dinner).
For more details on how advantage amounts work and how they appear on receipts, see Everything you need to know about advantage amounts.