Israeli (section 46) and Canadian (CRA) receipts
Set your receipts to follow Israeli or Canadian rules, so they include every field the tax authority requires.
- 1
Open Profile & branding
Go to Settings → "Profile & branding" and find "Receipt format".
Receipt format. - 2
Choose the country
In "Receipts follow the rules of" choose "Israel (סעיף 46)" or "Canada (CRA official receipts)".
US, Israel or Canada. - 3
Israel
Fill in your מספר עמותה / מלכ״ר, "Receipts signed by" and "Israel — section 46 approval valid until". Under "Other countries & currencies" fill in "Israel — section 46 approval number". Receipts come out in Hebrew with the donor's ID number.
The section 46 approval number. - 4
Canada
Fill in your registration number (BN), "Canada — place where receipts are issued (city)" and "Receipts signed by". Receipts include the eligible amount.
Where receipts are issued. - 5
Advantage (Canada)
If a donor got something back (a dinner, a gift), open the gift and fill in its value under "Value of anything the donor received".
- 6
Save
Press "Save".
Save your receipt format.
Tips
- Israeli donors' ID numbers go on their profile under "Outside the US".
- The yearly Tax Authority report is under Settings → Israel: Tax Authority report.
If something isn't working
The "advantage" box isn't on the gift.
It shows only when receipts are set to Canada.
Hebrew receipts show no ID number.
Enter the donor's ID number on their profile — see "Enter Israeli ID numbers".