Generate a Tax Receipt PDF

This guide provides step-by-step instructions for the User to issue their donor a Tax Receipt via mail.

Lynda En
5 steps
20 seconds

Cascadiareceipting

Permission & Alerts

User Permissions Needed: - Cascadia Receipting User - Customize Application

**Have you generated the Tax Receipt record yet?**\ You must have an email template in lightning builder, a template in Receipt Template and a Tax Receipt record must first be generated, either by [one-time](https://help.cascadiareceipting.com/kb_articles/generate-an-individual-one-time-tax-receipt-record/), [annual](https://help.cascadiareceipting.com/kb_articles/generate-annual-tax-receipts/), or [batch receipting](https://help.cascadiareceipting.com/kb_articles/generate-and-issue-tax-receipts-via-batch/).

If you're a Canadian charity reprinting a previously issued Tax Receipt, ensure the Receipt Template in Template field still reflects the original organization name, address, and authorized signer used at the time of issue. This keeps your reprints compliant with CRA guidelines.

Guide

In the Tax Receipt record, click the "Generate PDF" button.

If you are using version 1.32 or later, your "Generate PDF" button will be located in a section called Tax Receipt PDF, but the steps for generating a PDF remain the same.

Click "Confirm".

The PDF Generation Progress bar will load the Tax Receipt PDF. Once it completes, click the "Open PDF" button.

A new tab opens to a PDF of your receipt PDF.

Print and mail the tax receipt to your donor.