Help Center

Find answers to common questions about Tax Receipt Generator

Getting Started

Generate Your First Receipt

Walk through the 3-step workflow to create, generate, and distribute your first tax receipt.

Understanding the Workflow

Learn about the 3-step receipt workflow, supported data sources, template options, and how projects tie everything together.

Organizations

What an organization is, what information you need, and how to manage multiple organizations and team members.

Setting Up a Run (Project Wizard)

Walk through the 4-step wizard that configures a new run — compliance details, team approvals, workflow overview, and delivery method.

Importing Data

CSV Format

Required columns, supported file formats, naming conventions, and how to fix common import errors.

Field Mapping

How auto-mapping works, how to manually map columns, and how to save import templates for reuse.

QuickBooks Integration

Connect your QuickBooks Online account, select income accounts, and import donation transactions.

Importing from Google Sheets

Connect Google and import donor data straight from a spreadsheet — pick the file, pick the tab, done.

Reviewing and Editing an Import Batch

Review every imported row before it becomes a receipt, fix mistakes inline, and know when to re-upload instead.

Per-Donor vs Per-Transaction Receipts

Choose one receipt per donor for the year or one per individual donation, with live counts before you commit.

Templates

PDF Templates

Design receipt templates from scratch or upload a fillable PDF, with field positioning and compliance tips.

Email Templates

Create email templates with merge tags, preview messages, and customize delivery emails for your donors.

Import Templates

Save, reuse, and manage field mapping configurations across projects and import batches.

Multilingual Receipts (English, French, Bilingual)

Choose a receipt PDF language for the run; delivery emails follow the run's language, or each donor's own language when your import has one.

Canada CRA-Ready Receipt Templates

Four built-in, CRA-aligned PDF templates for cash and in-kind gifts, with and without a donor advantage.

USA IRS-Aligned Receipt Templates

Four built-in, IRS-aligned acknowledgment templates for US nonprofits, covering cash and non-cash gifts with or without goods or services received.

Bring Your Own Fillable PDF

Upload a PDF you already have form fields on, map them to donor data, and skip designing a layout from scratch.

The Template Library

One page for all your runs and your import, PDF, and email templates, with search, stats, duplication, and deletion.

Receipts

Test Runs

Try your templates and data end-to-end on a sample of 10 receipts — no credits consumed, no emails to donors.

Correcting an Issued Receipt (Cancel & Replace)

Fix mistakes on an already-issued receipt the compliant way — cancel the original and create a linked replacement.

Custom Receipt Numbering

Configure your receipt number format and reset cadence, or import your own numbers.

Advantage & Eligible Amount Calculation

How the eligible amount for tax purposes is calculated automatically when a donor received an advantage.

Voiding & Restoring Receipts

Voiding takes a receipt out of your working list while keeping its number on record.

Generating Receipt PDFs

What happens in the Generate step — template selection, credit consumption, background processing, and where your PDFs land.

Delivery

Email Setup

Connect an email provider (Gmail, Outlook, or SMTP), test the connection, and troubleshoot common errors.

Downloading Receipts

Download individual PDFs or bulk ZIP files, understand PDF retention, and learn about the unlimited storage add-on.

Approvals

How the approval workflow works -- gating workflow steps, automatic approval requests, approving or rejecting, and notification emails.

The Distribute Hub

One page to send, mail, skip, and track every receipt in a batch — Email, Mail, Skipped, and All receipts tabs.

Delivery Status & Resending Emails

Track each receipt's delivery state — including bounces and opens — and resend where needed.

Daily-Batched Email Sending

Large batches are split into safe daily chunks automatically so your email provider never locks you out.

Reconnecting an Email Provider

Fix an expired or revoked email connection in one click and resume sending where you left off.

Sending Receipts by Email

Send receipts from the Distribute hub's Email tab, track pending vs. sent, and resend as needed.

Mailing Pack: Letters, Labels and Address Lists

Generate print-ready cover-letter packets, Avery 5160 labels, a combined receipts PDF, and an address list for receipts going out by mail.

Skipping and Un-Skipping Receipts

Pull a receipt out of the email and mail queues without blocking the rest of the batch, and bring it back later.

Billing & Credits

Credits

How credits work, when they are consumed, the free tier allowance, credit packs, and 1-year expiration.

Add-ons

Available add-on products including receipt packs, unlimited PDF storage, team members, and extra organizations.

Invoices

View your billing history and download invoice PDFs for add-on purchases and subscriptions.