Make Tax Time Stress-Free for Your Donors by Resending Their Tax Receipts
When it comes to tax time, you want to help make it as stress-free as possible for your donors. Sometimes, all it takes is a simple gesture like resending donation tax receipts directly to donors who may have lost or misplaced them.
CanadaHelps takes care of tax receipts on your behalf by sending them directly to your donors or saving them in your donor’s account. However, you probably receive phone calls and emails from some donors asking if you can send them again. You’re in luck: with the Resend Tax Receipt* feature in your CanadaHelps charity account, any user from your organization can do just that!
Simply log into your account and follow these 4 easy steps to quickly and conveniently resend tax receipts to your donors:
1. Log into your CanadaHelps charity account, then go to the Donation Reports tab.
2. Scroll down to the “Donation Summary” section and find the donor on the list. Alternatively, you can use the search bar to look for the donor.
3. Click “Resend Tax Receipt” under the “Actions” column, next to the donor’s details. A pop-up prompt will appear to verify the email address that the tax receipt will be sent to. Click “Send Receipt” and your donor will receive it in a matter of seconds!
4. You will get another confirmation that the tax receipt has been sent and you can close the pop-up.
It only takes a few steps to resend tax receipts to your donors whenever they ask. Be sure to use this convenient new feature so you can make tax time easier for both you and your donors!
*The Resend Tax Receipt feature is available for one-time and monthly donations made by donors who have shared their email address with you, through custom donation forms, peer-to-peer fundraising, and securities. If a donor has selected an aggregate receipt, the receipt will be available by February the following calendar year.
This feature is not available for donations that have been refunded, receipt-less donations made through Customizable Donation Forms, donations made by donors who have not provided their email address, or Ticketed Events (Note: you can resend tax receipts separately through the Ticketed Events tool).