Frequently Asked Questions
Everything you need to know about Charity Record.
Intuit is sunsetting ItsDeductible on October 21, 2025. After that date, we expect you will no longer be able to access your donation history or add new records. Intuit recommends exporting your data before the sunset date.
Charity Record is built to help former ItsDeductible users transition smoothly. You can import your exported ItsDeductible data and continue tracking donations year-round. Learn more.
Yes! Export your data from ItsDeductible as CSV files, then import them into Charity Record. We support all four donation types: items, cash, mileage, and stock & securities, going back to 2010 if you have them.
If you import the same file twice, our importer detects duplicate donations automatically and lets you preview before finalizing the import.
Charity Record is free up to $500 in donations tracked so you can try it out and see if it works for you. For unlimited tracking, it's $29.99 per year.
No credit card required to start. We offer a 30-day money-back guarantee. If you cancel, you can export all your data within 30 days. See full pricing details.
Charity Record supports four common donation types:
- Item donations: Clothing, household goods, furniture, etc.
- Cash donations: Money, checks, credit card payments
- Mileage: Miles driven for charitable purposes
- Stock & securities: Publicly traded stocks, bonds, mutual funds
We provide suggested valuations based on IRS Publication 561 guidelines for common donated items. You can search our database or enter custom values.
Important: These are estimates, not professional appraisals. For items valued over $5,000, IRS rules require a qualified appraisal. You are responsible for the accuracy of your valuations.
Yes. You can export your donation records in CSV format, which works great for sharing with your tax preparer or importing into spreadsheets.
We're also looking at adding TXF (direct import into TurboTax) and PDF exports, likely by April 2026. CSV is tested and working now, TXF and PDF are on the roadmap.
You own your data and can export it anytime while subscribed. After canceling, you have 30 days to export before we delete your data.
Yes. You can export your donation records and use them with TurboTax, H&R Block, TaxAct, TaxSlayer, and other tax software.
Right now, we export CSV files that you can reference while manually entering your donations into your tax software, or share with your tax preparer.
We're also looking at adding TXF file format exports by April 2026. TurboTax desktop supports TXF imports, which would let you import your donation data directly instead of manual entry.
No. Charity Record is a donation tracking tool, not tax preparation software. We help you organize your data, but we do not provide tax, legal, or accounting advice.
Always consult a qualified tax professional about your specific tax situation, especially regarding itemized deductions, AGI limits, and required documentation. For general guidance, see IRS Publication 526.
Yes. Your donation data is protected. See our Privacy Policy for more details.
Yes. Cancel anytime from your account settings. Your access continues through the end of your billing period, and we offer a 30-day money-back guarantee. You can export all your data before canceling.
You do. You own your donation data and can export it anytime in CSV format. When you delete your account, we permanently remove your data within 30 days.
We may use anonymized, aggregated data for analytics and product improvements, but we never sell your personal information. See our Privacy Policy for details on how we handle data when you contact support.
We're aiming for a beta launch in November 2025. We're currently in alpha testing with a small group to work out issues before opening up to more users.
If you'd like to request beta access, contact us and select Beta Access Request from the dropdown — we'll email you when spots open up.
I'm focused on making Charity Record as good as ItsDeductible first, then making it better over time. The plan is to launch with core features working well, then add improvements based on what you need. Here's the rough roadmap:
Launch (November/December 2025)
Full import support and the core features from ItsDeductible.
Quick Wins
Small improvements that'll save you time, like auto-saving item donations as you go, entering multiple conditions for the same item at once, and merging duplicate items.
Before Tax Season (targeting April 2026)
TXF export for direct import into TurboTax and PDF exports for your tax preparer.
Later in 2026
Attach receipts and photos to your donations for better record-keeping.
Down the Road
Features to make tracking easier, like auto-populated item donations and receipt scanning.
No promises on timing or whether these will happen, but they're on my list of things I'd like to explore.
Since 2014, my wife and I had been happily using ItsDeductible to track our donations. When Intuit first announced they were shutting it down in 2023, we talked about building a replacement – of course, they reversed the decision that time, so we didn't bother.
Fast forward to October 2025, and Intuit has announced a shutdown again. My wife and I talked about it again and agreed that tracking everything manually would be a massive pain... so I built Charity Record, haha.
We're our own biggest testers here! We figured other ItsDeductible users might find the tool helpful, too – and with a few more features, it'll hopefully be useful for anyone else who wants to track their donations.