REACH provides tax receipt and Contribution Statement features for Canada-based organizations to help meet Canada Revenue Agency (CRA) requirements.

To access these Canadian-specific features, including Contribution Statement records and audit reporting, your organization must enable Use CRA Contribution Statements.

Important: REACH provides settings and features designed to support CRA requirements; however, regulations can change. Each organization is responsible for reviewing current CRA requirements and ensuring its tax receipts and Contribution Statements meet all applicable requirements.

Enable CRA Contribution Statements#

To enable Canadian Contribution Statements:

• Go to Settings > Donation Setup > Contribution Statement.
• Check Use CRA Contribution Statements.
• Click Save Changes.

When this setting is enabled, REACH provides additional functionality for Canadian tax receipts and Contribution Statements, including unique identification numbers, statement records and audit reporting.

Canadian Contribution Statement Records#

With Use CRA Contribution Statements enabled, each Supporter record includes a Contribution Statements tab.

This tab provides a record of the Contribution Statements generated for that Supporter, including:

• Statement ID
• Status of Valid or Canceled
• Options to download or cancel the statement

Contribution Statements generated individually from a Supporter record or through a Contribution Statement export are automatically added to this tab.

Unlike standard Contribution Statements, these generated statements remain associated with the Supporter’s record so your organization can maintain a history of issued and canceled statements.

Cancel and Regenerate a Contribution Statement#

REACH prevents an Admin from generating another Canadian Contribution Statement for a period that already has a valid statement.

If a statement already exists for the selected period, you’ll see:

A statement already exists for this period. Please cancel the existing statement before generating a new one.

To replace the existing statement:

• Go to the Supporter record.
• Open the Contribution Statements tab.
• Locate the Contribution Statement for the same time period.
• Click Actions next to the statement.
• Click Cancel.

Once canceled, REACH will display a confirmation and the statement’s Status will change to Canceled.

You can then generate a new Contribution Statement for that period.

Note: Canceling a Contribution Statement preserves a record of the original statement rather than removing it from the Supporter’s Contribution Statement history.

Donation and Receipt IDs#

Each individual donation in REACH is assigned a unique Donation ID by the system. For Canadian tax receipting, this ID can also be used as the Receipt ID.

The Liquid field for this ID is:

{{ donation.id }}

Note: The Donation ID used for the receipt is displayed when generating a Mail Merge or Contribution Statement and is not shown on the Donation Details page.

REACH also provides a Canadian Charitable Tax Receipt in the Example Mail Merge Templates. This template can be used to generate a tax receipt for an individual donation.

To generate a receipt for a single donation, an Admin can select Print Receipt to create the PDF.

Contribution Statement IDs#

In addition to the Donation ID used for individual donations and receipts, every Contribution Statement receives its own unique, sequential Statement ID.

Organizations can choose the starting number for their Contribution Statement IDs. REACH will then sequentially calculate each new Statement ID from that starting number.

Organizations commonly use the year as part of the starting ID. For example, Contribution Statements generated for 2026 could begin with 2026001.

To set your starting Statement ID:

• Go to Settings > Donation Setup > Contribution Statement.
• Next to Starting ID, enter your desired starting number.
• Click Save Changes.

The Statement ID is included in REACH’s example Contribution Statement Mail Merge Templates:

• Contribution Statement – Version 1.0
• Contribution Statement – Version 2.0

The Liquid field for the Statement ID is:

{{ statement_id }}

Customize, Generate and Send Contribution Statements#

The general process for customizing, generating and distributing Contribution Statements is the same for Canada-based organizations, with the additional CRA-specific functionality described in this article.

For complete instructions, see:

• Customizing Your Contribution Statement Template – Set up and customize the Contribution Statement Template your organization will use.
• Generating and Sending Contribution Statements – Select your date range, filters and Supporters; generate and review statements; and email or download them.
• Downloading Contribution Statements from the Donor Portal – Learn how Supporters access their Contribution Statements from the Donor Portal.

Canadian Contribution Statements in the Donor Portal#

For organizations using CRA Contribution Statements, Supporters do not generate a new Contribution Statement by selecting their own date range.

Instead, Supporters will see the Contribution Statements that have already been generated for them by an Admin and can access those statements from the Donor Portal.

Contribution Statement Audit Report#

REACH provides a Contribution Statement Audit Report for organizations using CRA Contribution Statements.

This report allows Admins to review Contribution Statements created during a selected time period.

To run the report:

• Go to Reports > Contribution Statement Audit.
• Select the desired reporting period.
• Generate the report.

To view a specific Contribution Statement listed in the report, go to the Contribution Statements tab on the Supporter’s record. From there, you can review the statement and its current Valid or Canceled status.