Set up & Manage your tax receipts

As a nonprofit organization, one of your primary responsibilities is to provide your donors with tax receipts for their contributions. These receipts serve as proof of donation for tax purposes and are essential for your donors when filing their taxes.

In this article, we will explain:

• Where to set up tax receipts on Springly 
• Search through all issued tax receipts 
• How to export all tax receipts between two dates
• How to send year-end tax receipts 

Setting up your Tax Receipt 

Setting up tax receipts within Springly is straightforward. 

Go to Settings > Tax Receipts > Set-up & Customize Tax Receipts. From here, you'll be required to put in all the information legally required on a tax receipt.

If you haven't issued any tax receipts yet, the path is Settings > Tax Receipts.

These receipts will automatically be sent by email to your donors. 

To preview your tax receipt, scroll to the bottom of the page.

Search through your Tax Receipts

If you are searching for tax receipts issued between two specific dates, or all receipts linked to a single donor, you'll be able to search easily from Settings > Tax Receipts > View Issued Tax Receipts.

Export your Tax Receipts

In order to export all your issued tax receipts, or export tax receipts between two specific dates, go to Settings > Tax Receipts > Export issues tax receipts

From here, you'll be able to request an export of all your tax receipts. This can be helpful for those donors who do not have an email associated with their donation or are not comfortable giving online.

How to Send your Year-End Tax Receipts

A benefit of the software is being able to automatically send an itemized year-end tax receipt to your donors. This receipt will be sent to the email address associated with the donor in your CRM.

Head over to Settings > Tax Receipts >Export issues tax receipts >Email an annual summary to donors.

Below you'll find an example of a year-end tax receipt sent by Springly:

In conclusion

By automating the process of issuing tax receipts, you save time and resources while ensuring that your donors receive the documentation they need. This is especially important during tax season when donors are looking for the necessary documentation to claim their tax deductions.