Tax Receipt Text*

Written by Dana Kinsey

Last published at: May 1st, 2019

Use the default tax receipt or you can generate your own mail merge template.

The text for your default Tax Receipts is located in System Data.

  • Go to System Data
  • Select Content from the left side
  • Choose Edit on your left menu

Add or edit the text located in the Donation Tax Header section and Donation Tax Footer. The Donation Tax Header is the bulk of the letter while the Donation Tax Footer is generally used for the "no goods or services" statement and the foundation tax ID number.

  • Scroll down and pick the Update button to save any additions or edits

Another option is to create a custom "Donation Letter" populated with merge fields and upload it into Templates

See "Templates" for more on this topic.