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Step-by-step guides
- Certificates and tax details Requesting and viewing a donation certificate Check if your contribution allows you to request a certificate and where to view the document once it becomes available. Read article
- Certificates and tax details Correct tax details or a certificate request Review tax details and request a correction for the transaction or document whenever necessary. Read article
- Certificates and tax details Understanding certificates, recurring donations, and corporate contributions Identify who the certificate belongs to and review how recurring contributions or entity contributions are documented. Read article
Frequently asked questions
- Certificates and tax details Do all contributions allow you to request a certificate? It depends on the contribution, the campaign, and the organization issuing the certificate. Read the answer
- Certificates and tax details What details do I need to request it? Check your tax identity, donor type, and the details requested for the transaction. Read the answer
- Certificates and tax details Where can I view or download my certificate? The download appears on the contribution once it is paid and the document is available. Read the answer
- Certificates and tax details Can I request it after donating or correct its details? You can request a review, but adding or correcting details requires verifying the transaction. Read the answer
- Certificates and tax details How are my recurring donations reflected? Check the completed charges and the period or transactions included in the certificate. Read the answer
- Certificates and tax details What is the difference between a certificate, a receipt, and an invoice? These are documents with different purposes and potentially different issuers. Read the answer
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