Canadian organizations should ensure their tax statements are correctly set up in the Giving platform. This requires a few simple steps in the Giving > Settings section of the dashboard.
Access the Settings Page
• Navigate to Giving > Settings in your dashboard.
Scroll to the Bottom of the Page
• At the bottom of the Settings page, you’ll find the section where you can configure your tax statement details.
Enter Your Tax ID
• Input your Canadian Tax ID, which is the RR number.
Be sure to format it correctly, including the space between the two sets of numbers (e.g., 000000000 RR0000).
Upload the Authorized Signature
• Add the digital signature of the individual authorized to issue tax statements.
Provide the Printed Name of the Authorized Signer
• Include the name of the individual whose signature you uploaded.
Generate Statements
• Once your information is set up, go to Giving > Statements to generate tax statements for donors.
To learn more about generating statements, please visit our Generate Tax Statements article
By following these steps, your organization can ensure that tax statements are properly formatted and compliant with Canadian requirements. If you have questions or need further assistance, feel free to reach out to the support team.