Year‑End Tax Receipts

Prepare, send, and track your year‑end tax receipts in one place.

You can now generate tax receipt information per contact with a ready‑to‑send email and PDF. Each contact now has a tax receipt section with quick actions to view, download, or send yearly receipts, and you can filter by “Year Paid” to target the right supporters.

Navigate to the settings page to edit the message within the email and pdf for your end-of-year tax receipt.

Our hope is that this reduces manual work at the end of the year.

Bulk Actions for Contacts and Payments

Edit, export, delete and send tax receipts in bulk.

On the Contacts page, you can bulk select fields, export selected rows to CSV, and email or download tax documents in one go.

On Payments, you can bulk select fields, export, resend receipts, and mark transactions as non‑deductible, or delete offline payments when needed. These actions respect your filters so you only update what you intend to update.

Bulk operations save hours on data cleanup and back‑office tasks, especially during reporting periods. They keep teams aligned and reduce errors by applying consistent changes across many records. Go to Contacts or Payments and select rows to see available bulk actions in the toolbar.

Non‑Deductible Payment Controls and Delete Offline Payments

Flag payments as not tax‑deductible from the dashboard. You decide which transactions should be excluded from end-of-year tax receipts. This keeps donor communications accurate and avoids downstream edits.

You can also delete offline payments either individually or in bulk when selecting multiple.

Time Zone Controls

Set your organization’s time zone so dates and times display consistently across the dashboard, reports, receipts, and exports. Event builders also respect per‑event time zone selection, and pickers now pass accurate dates. You see consistent timings in attendee views, emails, and hosted pages.

This reduces confusion across teams and supporters, especially for national or international audiences. Go to Settings → Organization → Time zone to set your default. Choose event‑specific time zones in the Event drawer when creating or editing an event. Available today on all plans.