It’s time to prepare and send out tax receipts to your donors! We understand that tax season can be a stressful process, so we’ve outlined steps to help you meet your CRA requirements with ease.
Preparing Your Dashboard for Statements
Carefully review the steps below to ensure the necessary tax information has been properly added to your dashboard.
Navigate to Giving > Settings in your dashboard.
Scroll to the bottom of the Settings page to find the section where you can configure your tax statement details.
Enter 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).
Add the digital signature of the individual authorized to issue tax statements.
Add the printed name of the Authorized Signer from Step 4.
You are all set to generate statements!
Generate Statements
Once you have finished entering your tax information into the dashboard, you are ready to generate statements! Navigate to Giving > Statements to get started.
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 the Canadian Revenue Agency's requirements. If you have questions or need further assistance, feel free to reach out to the support team.