Receipting without the year-end panic.
Automatic generation, secure delivery and seven years of secure storage for every contribution. End-of-year stress is a relic of the past — receipts are ready when you need them, compliant by design.
You can set up ChurchPlan right away — your charity registration number is only needed when you enable donation payouts, and is collected securely during Stripe onboarding after your account is created. It is required by law and by Apple, Google, and Stripe, and appears on every official donation receipt.
Receipts that generate themselves.
No data entry, no exports, no January overtime. Every cleared gift becomes a compliant receipt — delivered and stored.
Every gift produces a giving statement the moment it clears; at year end it converts into the official annual tax receipt in the nine countries where ChurchPlan issues one. Everywhere else, the statement is the donor’s complete record.
No manual processing. No human error.
Manual operations
- ✕Data-entry mistakes and lost paperwork
- ✕Weeks of stressful staff overtime every January
- ✕Donors calling the office for old statements
ChurchPlan automation
- ✓Perfect accuracy, cross-checked to the ledger
- ✓Zero administrative hours at year-end
- ✓Instant self-service for every single donor
And best of all — it’s all included free on the free-forever Essentials plan. Wondering how free can be free? See how we sustain it.
Compliant in five jurisdictions — automatically.
Written acknowledgments that meet the $250 substantiation rule.
Every field the CRA requires, with serial numbering and versioned reissues.
Itemized giving records to support your Gift Aid process.
Donee IRD number, authorised signature, unique numbering.
Your DGR name, ABN and gift statement.
Official tax receipts in nine countries. Complete giving records everywhere else.
Official tax receipts are supported in the United States, Canada, Australia, New Zealand, Italy, Switzerland, Czechia, Poland, and Croatia.
United Kingdom — Gift Aid Records: HMRC-ready contribution statements & data exports to support your Gift Aid process. Eligible UK charities reclaim 25p per £1 donated: a church with £200,000 of eligible giving reclaims £50,000.
Ireland — Charitable Donation Scheme: Relief is claimed by the approved body, not the donor. With 31% grossing up, a €1,000 donation becomes €1,449, so the body claims €449.
Germany & France — Government-Prescribed Receipts: Germany uses the BMF template under § 50 EStDV, France Form 2041-RD (Cerfa n° 11580). ChurchPlan provides the itemized giving records churches use to prepare them.
In other countries where ChurchPlan does not issue an official tax receipt, churches receive the ChurchPlan Giving Summary — a complete, itemized record of donations received, clearly identified as not an official tax receipt.
Every receipt your church has issued — on one screen.
Automation is only half of it. The other half is what your treasurer, bookkeeper or external accountant actually sits in front of: a complete, ledger-grade receipt register they can search, filter, version and export — without asking anyone to re-run a report.
The Tax Receipts register — Finance › Tax Receipts in the ChurchPlan admin portal. Donor names and figures shown are illustrative.
Every receipt carries a unique, ordered identifier — P-TX27-NATV000001 encodes the tax year and the issuing parish. Tax authorities expect an unbroken sequence with no reused numbers; ChurchPlan maintains it so no one has to.
Each line links back to a person and their donor ID, so a household’s envelope gifts, e-transfers, card donations and recurring giving consolidate into one receipt for the year instead of a dozen fragments.
Individual and corporate donations are flagged separately and formatted to the standard each one requires — a company’s receipt is not an individual’s receipt, and the register never blurs the two.
Where a country’s rules let the platform issue the official tax receipt, it does — Canada, the United States, Australia, New Zealand, Switzerland, Czechia, Poland, Croatia and Italy today. Everywhere else the same gift produces a Giving Summary: a complete, auditable record of the donor’s giving, clearly marked as not an official tax receipt.
Gifts get refunded, names get misspelled, addresses change. When a receipt is amended or reissued the version advances and the prior one is retained — so an auditor sees the history, not a silent overwrite.
Switch tax years from a single dropdown, search by donor name or receipt ID, filter to what you need, then export the set your accountant or auditor asked for — no support ticket, no waiting on us.
Seven years of records. Stored free.
Most jurisdictions expect a church to keep donation records for years after the gift was made. ChurchPlan keeps seven — encrypted, indexed, and reachable from two places at once.
Your accountant opens the portal.
Administrators, treasurers and external bookkeepers work straight from the Tax Receipts register. No filing cabinet, no shoebox, no “can somebody resend last year’s file?”
- ✓Search by donor name or receipt ID across every year on file
- ✓Switch tax years from a single dropdown, seven years back
- ✓Export a full year for the auditor or the accountant’s software
- ✓Amend or reissue with the version history left intact
Your members already have theirs.
Every receipt appears in the ChurchPlan App the moment it is issued — automatically, for every donor. Members never have to ask, and your office never has to reprint.
- ✓Receipts delivered to the donor’s phone, not the parish mailbox
- ✓Prior years stay downloadable as PDF, any time
- ✓Members who move, or change email, keep their whole history
- ✓Zero January phone calls asking your office to look it up
Included on the free-forever Essentials plan — retention is not an upsell. How we protect the archive →
Receipting, answered.
Does ChurchPlan issue automatic tax receipts?
Yes. Every gift is recorded on a cumulative Giving Summary. In nine countries — Canada, the United States, Australia, New Zealand, Switzerland, Czechia, Poland, Croatia and Italy — that statement becomes an official tax receipt at year end, built to each tax authority’s requirements. Germany and France require a prescribed government form, so ChurchPlan does not receipt there. Everywhere else, including the UK and Ireland, churches receive the Giving Summary — a complete record of donations, not an official tax receipt. Generation is free and records are stored for seven years.
In which countries does ChurchPlan issue official tax receipts?
ChurchPlan issues official donation tax receipts in nine countries: the United States, Canada, Australia, New Zealand, Switzerland, Czechia, Poland, Croatia and Italy. Germany and France require a government-prescribed form, so churches there receive a complete Giving Summary instead, as do churches everywhere else. Every gift produces a giving statement the moment it clears, which converts into the official annual receipt at year end where one is issued.
What do churches in the UK and Ireland receive?
Neither country has an official donation tax receipt — relief is claimed by the charity, not the donor, through Gift Aid in the UK and the charitable donation scheme in Ireland. ChurchPlan provides HMRC-ready contribution statements and data exports to support the church’s own Gift Aid process. Eligible UK charities reclaim 25p per £1 donated: a church with £200,000 of eligible giving reclaims £50,000. In Ireland, with 31% grossing up, a €1,000 donation becomes €1,449, so the approved body claims €449.
Does ChurchPlan meet New Zealand IRD receipting requirements?
Yes. New Zealand is one of the nine countries where ChurchPlan issues official donation receipts. Each receipt carries the donee organisation’s IRD number, its Charities Services number, an authorised signature with name and designation, and unique receipt numbering — the information Inland Revenue expects on a receipt supporting an IR526 donation tax credit claim. ChurchPlan is also built for the New Zealand Privacy Act 2020.
The Operating System your church has been waiting for.
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