Frequently Asked Questions

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 plus TXF, PDF, and HTML exporting and donation printing, it's $29.99 per year. Your subscription covers all tax years, not just the current one. Additional fees such as taxes may apply at checkout (see terms).

No credit card required to start. We offer a 30-day refund policy for new paid accounts (refunds available within 30 days unless premium exports were generated). You can cancel anytime; cancellation stops renewal at the end of your billing period (it doesn't delete your account). More about billing.

See full pricing details for free tier limitations and paid features, and terms of service for full refund policy details.

Charity Record is for Americans who want to keep their charitable donations organized for tax time. If you donate to charity and itemize your deductions on a US tax return, we can help you stay on top of it year-round.

If you are a US taxpayer looking to track your donations, Charity Record is for you. While we built Charity Record as an ItsDeductible replacement for former users looking to import their history and continue tracking donations, our tool is not tied to any particular tax software or service.

Charity Record is a donation tracking tool for US taxpayers, built and operated by Infoportfolio, LLC, a New Hampshire limited liability company. We built it in 2025 after Intuit discontinued ItsDeductible. Charity Record is not affiliated with, endorsed by, or sponsored by Intuit.

See our About page for company details, contact information, and our story.

Charity Record supports seven 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 and private stock, bonds, mutual funds
• Vehicles: Cars, boats, RVs, aircraft
• Digital assets: Bitcoin, Ethereum, cryptocurrency, NFTs
• Art and collectibles: Paintings, sculptures, coins, stamps

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 individual items (or groups of similar items) valued over $5,000, IRS rules require a qualified appraisal. Individual items over $500 require Form 8283. You are responsible for the accuracy of your valuations.

Yes. Export your donation records in CSV, PDF, HTML, or TXF format. CSV works great for spreadsheets and is available for free users. PDF and HTML reports are part of paid plans and ideal for printing or sharing with your tax preparer. Export everything at once from Download data on your dashboard, or export individual donations from any donation list page.

TXF is a 1990s file format that carries basic fields but not individual item descriptions, cost basis, valuation methods, or other details. TXF imports your donations into TurboTax Desktop and H&R Block Desktop, but every donation type will need additional details entered in your tax software after import. Cash and mileage need the least work, while items, stock, and other types need more. See TXF Export: What to Expect for details. You can also view sample exports to try the format with your tax software before purchasing.

You own your data, and CSV export is always available. Canceling a subscription stops renewal at the end of your billing period; refunds end paid access immediately. If you delete your account, paid accounts have a 30-day grace period to export your data (export formats depend on your subscription/payment status; CSV is always available). See our export guide.

Yes. Export your donation records and use them with any tax software.

We offer CSV, PDF, HTML, and TXF formats. TXF imports your donations into TurboTax Desktop and H&R Block Desktop, but if you use the TXF format, donations will need additional details entered in your tax software after import. Cash and mileage need the least work, while items, stock, and other types need more. See TXF Export: What to Expect for details.

For TurboTax Online, other tax software (TaxAct, TaxSlayer, etc.), or if TXF is too limited for your needs, use our PDF or HTML exports to cross-reference your donations while entering deductions, or share them with your tax preparer. See our export guide or view sample exports.

ItsDeductible has been discontinued (it shut down on October 21, 2025). You can request your data from Intuit and import it to Charity Record. For other questions, contact Intuit support.

Charity Record is a modern ItsDeductible replacement, and can help former users continue tracking donations. See how we compare.

Yes! You can request your ItsDeductible data from Intuit and import the XLSX file. If you exported CSVs before the shutdown, those work too. We support all four ItsDeductible donation types (items, cash, mileage, stock & securities), going back to 2010 if you have them.

Beyond ItsDeductible's donation category support, we've also added vehicles, digital assets, and art & collectibles, plus support for private stock donations.

Our importer detects duplicates automatically and lets you preview before finalizing.

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 refund policy for new accounts (refunds available within 30 days of payment unless premium exports are generated. See terms for details). You can export all your data before canceling.

You do. You own your donation data. Free accounts can always export in CSV format. Paid accounts can export in CSV, PDF, HTML, or TXF. Canceling a subscription stops renewal at the end of your billing period; it doesn't delete your account. If you delete your account, free accounts delete immediately and paid accounts have a 30-day grace period before deletion.

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.