Use the Tax Receipt report on the Donor Reports page to produce tax receipts for your donors. A few settings decide which contributions appear and how each receipt is laid out, so check them before you create official receipts.

Before You Generate Tax Receipts

These conditions decide whether a contribution appears on a tax receipt.

Eligible Contributions

1. A contribution appears only if it was entered on the Contributions page or is in a closed batch.

Send Mail Setting

1. A family that doesn't have Send Mail selected on its family record doesn't get a tax receipt unless you select Include families with Send Mail unchecked in Configure (gear) → Filters → Other Filters.

Family vs. Member Contributions

1. Contributions posted to a family record appear on the family's tax receipt.
2. Contributions posted to a member record appear only on that member's tax receipt, including a gift that was posted to the member by mistake.

Set Up the Tax Receipt Report

1. Open Offering.
2. In the left navigation menu, select Reports to expand the section.
3. Select Donor.
4. From the Select a Donor Report dropdown, choose Tax Receipt.
5. Enter a Start Date and End Date. Both are required.
6. Under Select one or more Funds, select the funds to include.

7. Choose the Letterhead, Body of Statement, Body Signature, Printed Name, and Receipt Signature for the receipts.

   For details, see Configure Donor Reports: Signature, Letterhead, Body of Statement, and Printed Name.

8. From the Receipt Type dropdown, choose how contributions are grouped:
   • Regular: totals all qualifying cash-type contributions, such as cash and checks, into one receipt. It doesn't include Stock Gifts, Stocks and Securities, or Gift In Kind, and the receipt has no Description field.
   • Stocks and Gifts in Kind: includes only Stock Gifts, Stocks and Securities, and Gift In Kind, with a separate receipt for each contribution and a Description field for the donated item.
9. Check your Report Filters, which also decide which contributions and families are included. See Configure Filters for Donor Reports.

Preview, Then Create Official Receipts

1. Select the Export icon in the upper-right corner, then point to Preview.
2. Select PDF or Excel. The message "Report is being generated." appears, and the file downloads when it is ready.
   • PDF: shows each receipt as it will print, with your letter settings, marked "DRAFT ONLY: NOT AN OFFICIAL RECEIPT." Preview receipts have no receipt number.
   • Excel: one row per receipt with Family Id, Envelope Number, name, address, Receipt Number (blank in a preview), Fund Name, and Total Amount. It doesn't include the letterhead, letter text, signatures, or printed name, so it's useful for review or analysis.
3. When the preview looks right, select the Export icon again and choose Official to create the official receipts.

Review Receipts You've Issued

1. On the Tax Receipt form, select Tax Receipt Summary.
2. Filter by Fund, Receipt Start Date, Receipt End Date, or Donor Search. The list shows each receipt's Receipt #, Donor Name, Fund, Date Issued, Start Date, End Date, and whether it was Voided.
3. Select Export to download the list, or Close.

Updated November 09, 2026 22:00