How to Issue a Tax Receipt for All or Part of Your Campaign

The partial tax receipt feature lets you define, for each rate in a Form, the amount eligible for a tax receipt. This ensures compliance with applicable tax rules — especially when a payment includes non-deductible products or services.

• What is a partial tax receipt?

• How do I enable tax receipt eligibility for a rate?

• What options are available depending on the rate type?

• How is the tax receipt amount calculated?

• What do I need to know about installment payments?

• What happens to existing forms?

What is a partial tax receipt?

A partial tax receipt covers only a portion of the total payment — specifically the portion eligible for a tax deduction (e.g., a donation, or the amount above fair market value at a charity dinner).

This is especially useful for Events or sales where part of the payment covers a good or service that is not tax-deductible.

How do I enable tax receipt eligibility for a rate?

When your nonprofit has the "tax receipts" option enabled, you can set the eligibility for each rate directly in the Form settings:

1. Go to Forms and open the relevant form (membership, event, product, etc.).

2. Create or edit a rate.

3. Find the Make this rate eligible for tax receipts section.

4. Choose one of the following options:

   • No: no tax receipt will be issued.

   • Yes, in full: a tax receipt is issued for the full amount paid.

   • Yes, in part: you must then enter the eligible amount.

You must enter an eligible amount greater than 0 if you select "Yes, in part".

What options are available depending on the rate type?

Rates on Donation Campaigns are eligible by default. Rates on Membership Campaigns, Events, or product forms are not automatically eligible — you will need to specify eligibility when creating each new form.

How is the tax receipt amount calculated?

A tax receipt is only issued if at least one rate in the payment is eligible.

• If a rate is partially eligible, the non-eligible portion is deducted from the total amount paid.

• If no rate is eligible, no tax receipt is issued.

• The tax receipt shows:

  • The total amount paid

  • The amount eligible for a tax receipt

What do I need to know about installment payments?

Installment payments do not currently generate a tax receipt in Springly.

What happens to existing forms?

When this new feature is rolled out:

• If the form was previously eligible for tax receipts, all rates will be migrated to Yes.

• If it was not, rates will be set to No.

👉 You can then adjust these settings at any time using this new option.