Here are the required steps to automate charitable tax receipts:
- Create, monetize, and set an active campaign (Campaign tab of the group management page).
- In your group Settings add the CRA’s required information for eligible receipting:
- Charity Registration Number
- Organization’s Legal Name
- Issuing Location
- In your group Settings set “Auto Send Charitable Tax Receipts” to on.
Once these steps are complete, Kambeo will automatically issue eligible charitable tax receipts to your donors.