How can I set up partial tax receipts?

You can set up partial tax receipts in Zeffy for event sales, memberships, raffle tickets, and e-commerce forms.

Yu can set up partial tax receipts for an event or for items that you are selling. For example, if you have a charity dinner where the entry price is $50, but only $30 is eligible for a tax receipt, you can easily set this up.

Step 1: Make sure your account is set up correctly!

Log into your Zeffy dashboard on a computer.
Click on the little arrow next to your name at the top lefthand corner of your dashboard.
Click on "Settings".

🇨🇦 Canadian Accounts:

1️⃣ Click on "Organization Information": Make sure you have selected that you are a registered charity. Enter your charity number and upload the signature of someone who can represent your nonprofit.
2️⃣ Click on "Visual identity": Make sure to upload a logo.

💡 The signature and logo are mandatory to generate tax receipts in your account.

🇺🇸 US Accounts:

1️⃣ Click on "Organization Information": Make sure you have selected that you are a 501(c)(3) organization. Enter your EIN and save your changes.
2️⃣ Click on "Visual identity": Make sure to upload a logo.

💡 The EIN number and logo are mandatory to generate tax receipts in your account.

Step 2: Turn on automatic partial tax receipt generation on your form

Go to "My forms" and click on "Edit" to the right of the form for which you want to activate automatic tax receipts. (If you don't have a form yet, you can create one)
In the "Tickets" section of your ticketing form, underneath each ticket, you will see the word "Options". Click on "Options".
Check the option to generate a charity receipt. You can now select the amount that is eligible for a tax receipt.

Click "Save" in the top right-hand corner. You're all set! Tax receipts will be automatically generated and sent to donors when they make a purchase through this form.