Export a list of all generated tax receipts
To export the list of all tax receipts generated with the platform:
Go to the "finances" > "tax receipts" tab under the left side menu.
Use the date filters, if needed.
Click the "Export" button at the top right corner.
Export delivery: Smaller exports download automatically to your computer. Larger exports are emailed to the address you're currently logged in with—typically within a few minutes.
If you share your Zeffy account with multiple users, the export always goes to the currently logged-in user's email. Make sure you're logged in with your own email address.
Not receiving your export email? See troubleshooting steps in Reports and exporting data.
What will be included in my export?
Name and Last name of Donor
The date that the receipt was generated
The total amount paid by your donor
The amount eligible/admissible on the tax receipt
The URL to the tax receipt itself
The tax receipt number
The stats (this will either be created or pending)
⚠️ It is currently not possible to bulk download all tax receipts PDF files that were generated in your account. If this is something that you would like to see on the platform, we invite you to upvote this feature request here.