Creating and editing your tax receipt profile

When you add money to your Impact Account for the first time, you’ll be asked to set up a tax receipt profile so that Charitable Impact can send you your tax receipt. The information you add to your tax receipt profile needs to include your legal name and address.

Adding a new tax receipt recipient

On the web:

  1. Click Tax Receipts in the menu at the top of the page.
  2. Click the Add new recipient button.
  3. Fill out the new tax receipt information. If you would like this information to be used as your default tax receipt recipient, select Set as default tax receipt recipient.
  4. Click Add.

On the iOS app:

  1. Select Account from the bottom menu.
  2. Select Tax receipts from the top menu.
  3. Select the Manage recipients button, then select the Add new recipient button.
  4. Fill out the new tax receipt information. If you would like this information to be used as your default tax receipt recipient, select Set as default tax receipt recipient.
  5. Select Add.

Editing a tax receipt recipient or changing the default recipient

On the web:

  1. Click Tax receipts in the menu at the top of the page.
  2. Click the Manage recipients button, then find the tax receipt recipient you'd like to edit and select the three dots beside the recipient name.
  3. Click Edit in the drop-down menu.
  4. Fill out the new tax receipt information. If you would like this information to be used as your default tax receipt recipient, select Set as default tax receipt recipient.
  5. Click Done.

On the iOS app:

  1. Select Account from the bottom menu.
  2. Select Tax receipts from the top menu.
  3. Select the Manage recipients button, then select the Edit button.
  4. Fill out the new tax receipt information. If you would like this information to be used as your default tax receipt recipient, select Set as default tax receipt recipient.
  5. Select Save.

Changing the default tax receipt profile

If you set up a monthly gift with a tax receipt profile that isn’t up-to-date anymore, then you will need to cancel the gift and set it up again with the correct tax receipt profile. This ensures that any future tax receipts will have the correct mailing address. 

To change the default tax receipt profile: 

  1. Select Tax receipts at the top of your screen.
  2. Find the tax receipt recipient profile you'd like to make your default tax receipt profile and select the three dots in the top-right corner. 
  3. Check the circle at the bottom of the form.
  4. Select Save.

Note:

When you add money to an Impact Account with multiple tax receipt recipients, the default recipient will be selected automatically.

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