Automatically send Canadian tax receipts to your donors

Learn how to set up and use the Canadian tax receipt feature.

Save time by configuring Canadian Revenue Agency (CRA) tax receipts for your donors. We will automatically generate and send your donors a tax receipt when they make an eligible tax-deductible donation on one of your fundraisers. 

Automatic Canadian tax receipts are available to use for any organization fundraising in Canada. You can customize the receipts with your organization’s information.

Eligible Donations

According to the CRA, tax receipts can only be sent for donations where the donor did not receive goods or services in exchange for the charitable donation. Here are some examples of eligible and ineligible donations:

Examples of eligible donations:

• Donations on a crowdfunding Campaign that doesn’t offer perks
• One-time or recurring donations on a donation page
• Per-unit and flat amount donations on an Athon fundraiser
• Direct donations (without receiving goods or services in exchange) on other Campaign types

Examples of ineligible donations:

• Raffle entry purchases
• Item purchases on a sale fundraiser
• Bids on auction items
• Ticket purchases on an event Campaign

The system will automatically detect the kind of donation the donor made on your fundraiser and only send them a tax receipt for those donations that are eligible (as above). Please note that  CRA receipts are generated in the full amount of a supporter’s contribution. Therefore, platform fees and/or tips will be included in the CRA donation total. If you need to issue a CRA receipt for a partial amount, you will need to do this outside of the DoJiggy system.

How to set up Canada Tax Receipts

You must first enable this feature and complete a short set up to start using it. Here’s how you do it:

1. Click Profile in the left menu under Settings.
2. Scroll down to the card labeled Canadian tax receipts and check the box automatically send Canadian tax receipts to your donors.
3. Add the information for your Business registration number and receipt signature. You can also upload an image of the signature and the organization logo.
4. Click Save at the bottom of the page.

After you complete these steps, the system will start sending Canadian tax receipts automatically for eligible donations (as defined above). 

Viewing and resending tax receipts 

You can view any donation’s tax receipt in your Campaign management menu. You can also resend the donor their tax receipt via email from this same menu. Here’s how to do it: 

1. Go to Campaigns in the left menu.
2. If you have chosen list view, click on the Title of your Campaign. If you have chosen grid view, click on the Campaign image.
3. Click View Donations*.
4. Hover over the donation and click the three-dot icon the right.
5. Click View Tax Receipt or Resend Tax Receipt. 

Please note:

• The Canadian Revenue Agency has specific requirements about what information needs to display on the tax receipt, such as the donor’s address and middle initial. This information will be automatically collected in the checkout from donors so that it can be used to generate tax receipts.
• The system will send donors their tax receipts by email. The email they receive looks like this:

*Note The terminology on these menus may be different according to the terminology that you’ve created for your Campaign.