Configure receipts

Relae can generate official donation receipts. Before it will, your charity has to confirm some details and accept where responsibility sits.

Your charity is the issuer of record

Relae generates the document. Your charity issues it, and is solely responsible for the determinations behind every receipt: whether a transfer is an eligible gift, valuation including fair market value for gifts in kind, the advantage rules, donor identity, the decision to issue or cancel, the authorized signature, timing, and record keeping. Relae’s validations, warnings and checklists are aids to your own compliance process, not a transfer of it to Relae. This is set out in the tax receipting terms.

What you confirm before issuance is enabled

1. You are a registered charity able to issue official receipts.

2. Your details are correct. Legal name, address, and registered business number, exactly as registered.

3. Your authorized individual. The person responsible for your receipts, whose signature the receipt carries.

4. You accept the allocation of responsibility described in the terms above.

Until issuance is enabled, Relae does not issue receipts for your organization.

What a generated receipt contains

Receipts are designed to contain the content the Income Tax Act and Canada Revenue Agency guidance prescribe:

• Your charity’s name, address and registered business number
• A unique sequential receipt number
• The donor’s name
• The date of the gift and the date of issuance
• The amount of the gift
• Where applicable, the amount of any advantage and the eligible amount, including split receipting
• The Canada Revenue Agency name and website reference
• A signature field for your authorized individual

Cash gifts only. Relae does not issue receipts for gifts in kind at launch: a non-cash receipt needs a description of the property, the appraiser’s name and address where one was used, and a deemed fair market value in place of the amount, and these receipts carry none of those fields. Record in-kind gifts in Relae and issue their receipts the way you do today. See issuing receipts.

Split receipting, in plain terms

When a donor receives something in return for their gift, the receiptable amount is smaller than the amount they paid. What they received back is the advantage.

A $250 gala ticket where dinner and entertainment are worth $90 is a $250 payment with a $90 advantage. The eligible amount is $160, and that is the figure the receipt carries.

Relae computes the eligible amount from the values you determine and enter. Deciding what the advantage is worth is your charity’s judgment, not a calculation Relae can make for you. That valuation is the part CRA cares about, and it is the part only you can do.

Setting up

Your details, as above, printed on every receipt.

Numbering. Receipts are numbered uniquely and sequentially. Set your starting number to continue from your existing series rather than restarting at one.

Your logo and signature. Both appear on the receipt.

What Relae holds and what you must keep

Relae retains duplicate copies of issued receipts while your subscription is active, and supports exporting them.

Your charity is responsible for retaining duplicates for the statutory period. If you leave Relae, exporting your receipts is how you meet that obligation. Export them before you close an account.

Not sure

These docs describe how the tooling works. They are not tax advice, and nothing here goes beyond what the terms state. For questions about whether a particular transfer is an eligible gift or what an advantage is worth, ask your finance lead or your own advisor, and consult Canada Revenue Agency guidance directly.

Next

• Issuing receipts, for the annual run.
• The full tax receipting terms.