All account funding events and charitable donations made with a bank account or credit card are eligible for a tax deduction. With each funding event and donation via bank account or credit card, you will be able to access your Tax Receipt in the platform and via email.
Step 1: Navigate to the Transactions Page
To obtain your tax receipt, use the navigation menu to navigate to the Transactions Page
Once there, you will be able to view all transactions.
Step 2: Download your Tax Receipt
Your tax receipt can be found under the Doc Column.
If your transaction is eligible, you will see a download icon allowing you to download and save a PDF of your tax receipt.
Note: If your charitable donation was made with your account balance, you will not receive a tax receipt as the tax benefit was made on the account funding event.
Viewing your Tax Receipt
Your tax receipt will provide the following information:
- The date of your transaction. This indicates the year the deduction can be taken
- The amount of the transaction
- The destination of the transaction
- Qualified transactions can be a funding event to your CIA, or a direct donation to charity. A donation to charity from your CIA account balance does not qualify for a tax deduction as you received a tax deduction on the funds when you added them to your CIA.