Personalize Your Tax Receipt Settings

Julianne Manning -

Your Tax Receipt Settings are what your donors will be able to see on the tax receipt letter that you provide them.

 

To personalize your tax receipt settings, click on the Reports tab, then Tax Receipts from the left-hand side menu, and then click on Tax Receipt Settings.

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On this page, you can decide if you want to add a logo by clicking on Choose File and uploading your logo. Then you can decide if you want your logo to be aligned to the left, center, or right of your letter.

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Next, you will want to customize your body text. Click within the Body Text box and you will see the option to add your text then click on Apply and save any changes at the bottom of the page.

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The Authorized Name and Title are automatically pulled from your Profile section. However, you do have the ability to change this name and title. This is the name that will appear in the closing line of your letter.  

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Lastly, you have the option to give donors the ability to view and print off their own tax receipts from the donor portal. You can check or uncheck the Donor View Tax Receipt box accordingly.

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Save all your changes at the bottom of the page.

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To watch a demo, please click on the video below.

 

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