Issuing Duplicate Tax Receipts (Reissuing)

After issuing a Tax Receipt, you can easily reissue it if a donor has requested a duplicate copy or for your own records.

Reissuing a Single Tax Receipt

1. Go to the Contributions Tab

2. Search for the specific Contribution you wish to reissue the Tax Receipt for and either:

• Select the Contribution Amount
• Selecting the Actions menu

From the Contribution Details Page

3. Select the specific Contribution Amount

Select Contribution Amount

4. On the next page, select Manage Receipt at the top right

Manage Receipt

5. You will then see more information about the already receipted Contribution

Already Receipted Page

6. Select a Delivery Method

• Print: to download the duplicate receipt as a PDF for printing, or
• Email: to email the Contact with the attached PDF.
  • Learn more about modifying the default email message that can be sent with your tax receipts.

Select Print or Email

7. When ready, select Complete to resend or redownload a copy of the Receipt. The Duplicate Tax Receipt will then be downloaded or sent to the Contact’s email address.

Issue a Copy of an Issued Tax Receipt

From the Contributions Actions Menu

3. Select one Contribution and select the Actions menu at the upper left side of the Contributions list

4. Select Issue Separate Tax Receipts

Issue Tax Receipts (Separate Receipt for Each Contribution)

5. You will then be directed to the Separate Receipt landing page for this Contribution. You will have the chance to review and select the following:

• Receipts Details
  • How many Contributions were selected
  • Eligibility of selected Contributions to receive a tax receipt
  • How many selected Contributions have been receipted vs not yet receipted
• Thank You Settings
• Details of each Contribution included in the selection
• Delivery Method (Email or Print)

6. Review the necessary information and select Also re-issue duplicates. When ready, select Issue Tax Receipts

Separate Receipt Export Page

7. The Duplicate Tax Receipt will then be downloaded or emailed to the Contact’s registered email address, depending on your selected Delivery Preference.

Reissuing Multiple Tax Receipts

1. Go to the Contributions Tab

2. Search for a specific Contribution or select either:

• (1) The specific Contributions you wish to reissue Tax Receipts for,
• (2) Every listed Contribution on the page, or
• (3) All Contributions in your search criteria

3 Ways to Select Contributions

3. Select the Actions menu at the upper left side of the Contributions list

4. Select Issue Separate Tax Receipts

Issue Tax Receipts (Separate Receipt for Each Contribution)

5. You will then be directed to the Separate Receipt Export Page. You will have the chance to review and select the following:

• Receipts Details
  • How many Contributions were selected
  • Eligibility of selected Contributions to receive a tax receipt
  • How many selected Contributions have been receipted vs not yet receipted
• Thank You Settings
• Details of each Contribution included in the selection
• Delivery Method (Email or Print)

Separate Receipt Export Page

6. Review the necessary information and select Also re-issue duplicates

Also reissue duplicate receipts

7. When ready, select Issue Tax Receipts. The Duplicate Tax Receipts will then be downloaded or emailed to the Contacts' registered email addresses, depending on your selected Delivery Preference.

Reissue multiple tax receipts