Process Tax Receipts

After a donation is recorded, you can generate and send tax receipts individually or in bulk.

If you have created and enabled a tax receipt template, the system will use your template. If not, a stock tax receipt will generate using donation_tax_header and donation_tax_footer content blocks. 

Generate Individual Tax Receipts

1. Navigate to a donation record.
2. Click Tax Receipt in the left-side menu.
3. Choose how to send the tax receipt and click that option.
   • Email to - Email to an email address on the profile. Each email address in the profile will display in this menu.
   • Email to new address - Email to an email address that is not in the profile.
     • Manually entering the email address is required. 
   • Print Tax Receipt (pdf) - Opens as a .pdf file in your browser.
   • Download Tax Receipt (Microsoft Word) - Downloads a Word document.
     • This option will only display when using a Donation Letter template.
       
       
       
4. Click Print Envelope in the left-side menu to generate a .pdf file that contains a formatted envelope for the donation.

Generate Tax Receipts in Bulk

1. Navigate to the Donations page.
2. Click the Receipt bucket.
   
   
   
3. Click Tax Receipts in the left-side menu.
4. By default, all Unsent Tax Receipts are selected. Uncheck the box for receipts you do not want to process. 
   • Click Filter to apply filters to the list. Filter results will save between tax receipt runs.
5. Click Print Receipts (pdf) or Print Receipts (word) from the Receipt Action drop-down menu, and then click Process.
   
   
   
6. Click [Yes] to confirm.
   
   
   
   • A background job will be created. The job status will be listed in the Recent Jobs section.
7. Click Tax Receipts in the left-side menu.
8. By default, all Unsent Tax Receipts are selected. Uncheck the box from receipts you do not want to process.
9.  Click the Receipt Actions drop-down, click the next process you want to complete, and then click Process.
   • Print Envelopes - Use to generate a .pdf document that contains formatted envelopes for each donation.
   • Print Labels - Use to generate a .pdf document that contains mailing labels for each donation.
     • The label format is Avery 5160, 30 labels per page.
   • Email Receipts - Use to email tax receipts to the donor profile that made the donation. 
     • If the donor profile does not have an email address, does not have an email address marked as Primary, or if their profile is marked Do Not Email, you will need to edit the profile and try again. 
   • Mark as Sent - Use to remove the donations from the Unsent Tax Receipts list and update the Tax Receipt on the donation to Sent.
     

Generate Tax Receipts in Bulk Video