What is partial tax receipting?
[Feature Release date: 28 September 2026 PST]
When you sell tickets to a fundraising event, part of the ticket price may cover a benefit the attendee receives, such as a meal at a gala. Depending on the requirements that apply to your organisation, only part of the payment may be tax deductible.
Partial tax receipting lets you set a value of benefit provided and a description of the benefit on each ticket type. Raisely then calculates the tax-deductible amount and displays it on the donor's PDF tax receipt.
The tax-deductible amount is calculated as:
Total amount (ticket price + additional donation + fees, excluding taxes) minus the value of benefit provided.
Tickets only: Partial tax receipting applies to tickets, not donations. Additional donations made during ticket checkout are not assigned a benefit value and remain fully tax deductible when the campaign is configured accordingly.
Before you start
- Campaign opt-in is off by default. Go to your campaign's General settings and enable Is this campaign tax deductible?
- A compliance confirmation appears before the setting is enabled. Raisely provides receipt fields and calculations, but your organisation remains responsible for meeting its local requirements.
- Partial tax receipting applies to going-forward purchases. Configure benefit values before selling affected tickets.
- Only Organisation Admins, Campaign Admins, and custom roles with manage campaign settings and manage tickets permissions can configure these settings.
Enable partial tax receipting
- In your campaign's General settings, enable Is this campaign tax deductible?
- Review and confirm the compliance message.
- Turn on Enable partial tax receipting. This option is off by default.
- Go to your ticket setup and open each ticket type that includes a benefit.
- Enable Is this ticket partially tax-deductible?
- Enter the Value of benefit provided and Description of benefit provided. If you enter one, the other is also required.
Each ticket type has its own benefit value and description. Bundled tickets use the settings of the ticket types included in the bundle.
What donors will see
PDF receipts for partially tax-deductible tickets include:
- The value of benefit provided, including currency
- The description of benefit provided
- The calculated tax-deductible amount
Receipt field labels can be renamed in the receipt configuration's Advanced tab. Check with your organisation's qualified advisor to confirm which labels should be used.
Raisely applies a built-in 80% guardrail. If the benefit value is more than 80% of the total, the receipt is issued without tax-deductible messaging or amounts. This guardrail does not replace your organisation's responsibility to confirm its setup and obligations.
Receipts are read-only, tamper-resistant PDFs and remain available for download for seven years, including when a campaign is archived.
Refunds and corrections
When you issue a full or partial refund, Raisely recalculates the tax-deductible amount, voids the existing receipt and issues a replacement. The replacement references the original receipt with the wording "This Receipt Voids & Replaces [Original Tax receipt number]".
When a refund is started directly in a payment gateway such as Stripe, the gateway sends Raisely only the refund amount, not the items being refunded. Raisely applies the refund against tax-deductible portions first, starting with the largest deductible portion. Use the Raisely admin when you need item-level control.
If a receipt was issued with an incorrect benefit value or description, update the ticket type and then void and reissue the receipt from the order. Editing the ticket type alone does not rewrite a receipt that has already been sent.
Post-event receipting
Post-event hold-and-send receipting is coming soon and is not included in this first release. For now, benefit values must be configured before tickets are sold, and partial tax receipts apply to going-forward purchases.
Keela and Aplos
The calculated tax-deductible amount flows through to Aplos. Syncing the benefit value and description fields to Keela or Aplos is not available yet. Do not rely on those fields appearing in either integration for this release.
Country-specific requirements
Tax receipt requirements vary between countries and may depend on your organisation, the event and the benefit provided. Raisely provides configurable receipt fields and calculates the tax-deductible amount using the benefit value entered by your team. Raisely does not assess your organisation's eligibility, determine the correct benefit value or confirm that a receipt meets local requirements.
Before enabling partial tax receipting:
- Confirm the requirements that apply to your organisation with your finance or legal team, tax advisor or relevant tax authority.
- Set the benefit value and description using advice approved by your organisation.
- Review your receipt labels and organisation details before accepting live payments.
- Test the checkout and PDF receipt to confirm that the configured information appears as expected.
For official guidance, refer directly to the relevant authority:
- Canada Revenue Agency — Charities and giving
- US Internal Revenue Service — Charities and non-profits
- Australian Taxation Office — Not-for-profit organisations
Raisely Support can help with configuring and troubleshooting this feature, but cannot provide tax, legal or compliance advice. If you're unsure what information to enter or whether a payment can be receipted, contact your organisation's qualified advisor or the relevant tax authority.
Frequently asked questions
Does this change how sales tax works on tickets?
No. Partial tax receipting does not change ticket sales-tax behaviour.
Can donors choose their own split between the ticket and donation portions?
No. Admins set the benefit value for each ticket type. Donors can still add a separate donation during checkout.
Can I allocate the deductible and non-deductible portions to different Funds?
No. A ticket can only be allocated to one Fund.
What if a donor pays in a different currency?
The tax-deductible amount is displayed with the campaign currency. Donors are responsible for any conversions they require.
Comments
0 comments
Article is closed for comments.