Send Tax Deduction Receipts for Charitable Donations

5 min setup

No coding required

Runs automatically

Provide customers with a tax deduction receipt when they make a charitable donation at checkout. This MESA workflow template automatically emails a tax-deductible receipt to customers, detailing their contribution to a nonprofit organization. Simplify record-keeping for your customers and support their charitable giving by making it easy to claim deductions on their federal income taxes.

How it works

4 steps to start sending tax-deductible donation receipts when customers add tips to their orders

Order Created

App connector: [Shopify](/content/apps/shopify/integrate "View Shopify integration page"/index.html)• Time to complete: 0 minutes (Auto-configured)

Why this matters: This trigger monitors your Shopify store and captures every new order the moment it's placed, including any tip amounts customers add during checkout.

Retrieve Shop

App connector: [Shopify](/content/apps/shopify/integrate "View Shopify integration page"/index.html)• Time to complete: 0 minutes (Auto-configured)

Why this matters: This step pulls your store's official business name and details, which are required to create legally compliant tax deduction receipts.

Filter: Check tip value

App connector: [Filter](/content/apps/filter/integrate "View Filter integration page"/index.html)• Time to complete: 0 minutes (Auto-configured)

Why this matters: This filter ensures receipts only go out when customers actually made a donation, preventing unnecessary emails for regular orders with no tips.

Send Email

App connector: [Email](/content/apps/email/integrate "View Email integration page"/index.html)• Time to complete: 2 minutes

Why this matters: This step sends the official tax deduction receipt to the customer, providing them with the documentation they need to claim their charitable contribution on their taxes.

Frequently asked questions

Will this work if my business isn't actually a registered 501(c)3 nonprofit?

No, you should only use this workflow if your organization is legally registered as a tax-exempt nonprofit under Section 501(c)3. Sending tax deduction receipts when you're not qualified can create legal issues for both you and your customers.

Can I customize the donation receipt language to match my organization's voice?

Yes, you can edit the email message in Step 4 to personalize the tone and add your organization's specific details. However, make sure to keep the required legal language about 501(c)3 status and that no goods or services were provided in exchange for the contribution.

What happens if a customer places multiple orders with tips in the same day?

Each order with a tip will trigger its own separate donation receipt, so customers will receive individual receipts for each donation they make. This is actually preferred for tax purposes since it provides clear documentation for each charitable contribution.

Make this template your own!

Customize this workflow even further:

• Schedule follow-up donation requests
• Create donor segmentation tags
• Build a donor database
• Deploy AI for personalized acknowledgments

You're in good company

Avg. App Store rating: 4.9/5

Merchant reviews: 157

Avg. time saved per week: 3.5 hrs

PetFriendly: "It's like Zapier but exactly designed for Shopify. I have been able to complete all the workflows that I've needed."

Zailys: "The MESA team has been amazing at helping us set up our automations. We would highly recommend this app!"

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