Tax Acknowledgment Statements allow administrators and donors to quickly generate official, IRS-compliant summaries of tax-deductible contributions for any calendar year. With a dedicated Download PDF button associated with each year, users can instantly export a complete record of contributions for tax filing, accounting, or donor recordkeeping purposes.
This feature ensures that donors always have access to accurate, professional documentation of their charitable giving, while reducing administrative overhead for organizations.
How It Works
Within each contact’s profile, contributions are automatically grouped by calendar year. A Download PDF button appears next to each year, allowing users to generate a comprehensive Tax Acknowledgment Statement for that specific period.
Key components include:
Calendar year grouping of all tax-deductible transactions
One-click PDF generation for each year
Automatic calculation of subtotal and tax-deductible totals
Official acknowledgment language compliant with IRS requirements
Professional, printable format suitable for tax filing
For example, the exported statement includes:
Donor name and organization
Date of issue
Detailed list of each tax-deductible contribution
Subtotal and total tax-deductible amount
Official nonprofit tax status confirmation
Where to Find Tax Acknowledgment Statements
For Admins
Navigate to Contacts
Select the desired contact
Scroll to the Activity section
Locate the calendar year you want to export
Click Download [Year] PDF
This will generate a Tax Acknowledgment Statement summarizing all eligible contributions made by that donor during the selected year.
For Donors
Donors can access and download their own Tax Acknowledgment Statements from their account activity tab, allowing them to easily retrieve documentation when preparing their taxes.
What’s Included in the PDF Statement
Each Tax Acknowledgment Statement contains:
Donor name
Organization name
Date of issue
Full list of tax-deductible transactions, including:
Transaction date
Activity type (e.g., donation)
Contribution amount
Subtotal of all contributions
Tax-deductible total
Official nonprofit tax designation statement confirming 501(c)(3) status
These statements serve as the official confirmation of charitable contributions for tax reporting purposes.
Benefits
For Admins
Reduces manual requests for tax receipts
Automatically generates IRS-compliant acknowledgment statements
Improves donor experience and transparency
Saves administrative time during tax season
For Donors
Immediate access to tax documentation
Eliminates the need to track individual receipts
Provides clear, consolidated annual summaries
Common Use Cases
Annual Tax Filing
Donors can download their yearly acknowledgment statement to include with personal or business tax filings.
Responding to Donor Requests
Administrators can quickly provide official documentation when donors request proof of charitable giving.
Financial Recordkeeping
Both donors and organizations can use annual statements for accounting, auditing, and financial reconciliation.
Tax Acknowledgment Statements streamline the process of generating official donation summaries by providing a downloadable PDF for each calendar year. With automatic totals, official nonprofit acknowledgment language, and one-click export functionality, this feature ensures donors and administrators always have access to accurate, compliant tax documentation.
If you have questions about Tax Acknowledgement Statements, schedule a support call with our success team.