To issue tax receipts through Charity OS, you'll need to enter your organization’s details to meet The Canada Revenue Agency (CRA) requirements.
These settings are essential to ensure your tax receipts are compliant, so please take a moment to read through the steps carefully before getting started.
Configuring your Tax Receipt Settings
1. To access Settings, click on the gear icon in the top-right corner of your account.
2. Select Tax Receipting.
Settings > Tax Receipting3. On the next page, please fill out the necessary information:
Tax receipt details
- Authorized signature name: This name will appear under the signature on the tax receipt.
- Receipt prefix: Prefixes can include numbers, letters or combine both. Maximum 5 characters.
- Receipt starting number: The number cannot be changed once your first receipt has been issued unless the prefix is changed.
- Archive email: This organizational email address will receive a copy of each tax receipt whenever one is issued, for record-keeping purposes (and as required by the CRA). You can update this email address at any time on this page.
- Location issued: Enter the the City, Town or Municipality of where your receipts are issued or that of your charity's operational base. It ensures compliance with tax regulations by confirming the receipt's origin.
Organization logo
Upload an image of your organization’s logo.
Authorized signature
Upload an image of your organization authorized signer's signature.
Charity details
Organization details such as address are synced directly from your CanadaHelps account. To make any changes, click on Edit charity details to be redirected to the Account Settings page in your CanadaHelps account.
What's Next?
Now that you've configured your basic tax receipt settings, learn how to update the default Tax Receipt PDF Thank You Note, and modify the Tax Receipt Email Messages in Charity OS!