
You can EITHER submit a donation receipt as an individual for rebate OR have a donation expense as tax deductible for a company.

2. Select Transactions from the menu on the left.
4. The Date range defaults to the current tax year (1 April to today). To view a different period, select the date field and either use a Quick Select Tax Year button (2026/27, 2025/26, and so on), or pick your own start and end dates from the calendar. Select Done to confirm.
5. To see donations for a particular school, select it from the Donee drop-down. Otherwise, leave it as All donees.
6. Select Apply to update your results.
7. To download a summary PDF ready for your tax return, select Download summary for tax return at the top right of the results.
8. This will create a PDF that you can then save and attach to your tax return.
If the PDF does not pop up automatically, please ensure you "allow" pop-ups and it should open in a new window.