Edit a Tax Receipt Template

Editing a Tax Receipt Template is typically done to correct errors, refresh branding elements like logos and spacing, or update the acknowledgement text to better reflect donor impact.

Lynda En
8 steps
24 seconds

Cascadiareceipting

**Has this Receipt Template Been Used to Issue Receipts?**\ If your organization’s name, address, or authorized signer is changing on the updated template, [create a new Receipt Template](https://help.cascadiareceipting.com/kb_articles/creating-a-new-receipt-template/) instead of editing the existing one. This ensures accurate record keeping and allows previously issued Tax Receipts to be stored and reprinted in compliance with CRA guidelines.

In the Receipt Template record, click "View All" under the "Files" tab

Click the drop-down

To edit the existing template, click on "Download."

Open the file and make changes to the document in Microsoft Word and save the new file.

Go back to Files related list and delete the existing Receipt Template document.

Upload your new file by clicking on "Add Files"

Use the "Upload Files" button to upload your new edited Receipt Template from your desktop

Your edited template is now be available for use