Generate a Tax Receipt for an In-Kind Donation

This guide shows the user how to generate a Tax Receipt for an in-kind donation using Cascadia Receipting using the NPSP In-Kind Description field to retain the in-kind gift details.

Chantelle Ng

Cascadiareceipting

**Is your Salesforce org set up for In-Kind Donations?**\ If not, you can follow [these steps](https://help.cascadiareceipting.com/kb_articles/set-up-in-kind-receipts/).

In your Salesforce org, navigate to the in-kind donation record you wish to receipt.

**Is the In Kind Gifts Description field filled out correctly?** To meet CRA requirements, use the In-Kind Description field to record the non-cash gift and, if applicable, the appraiser’s name and address. An appraiser is recommended when the item lacks a clear market value and is valued over $1,000 CAD.

Click the Generate Tax Receipt button

Click Confirm

Navigate to the Tax Receipt record. You may do this by clicking "Tax Receipt Details"

The Tax Receipt record is created. To issue out the receipt, click Generate PDF to mail out the receipt to the donor or Email Tax Receipt to directly email the donors an e-receipt. For this sample, we'll click Generate PDF.

Click "Confirm"

Click "Open PDF"

A PDF is produced using the in-kind information defined in your backend setup.