Exporting and Printing Your Donations

Summary: Click Download Data on your dashboard to download your donations as CSV, HTML, PDF, or TXF. Use CSV for spreadsheets, PDF or HTML for printing, and TXF to import into TurboTax Desktop or H&R Block Desktop.

Screenshot of Export button on dashboard Click Download Data on your dashboard to open the export options

Choose a format

CSV exports are available to all accounts. PDF, HTML, and TXF exports are paid plan features. See sample HTML, PDF, and TXF exports.

CSV – To download for spreadsheets and custom analysis. Opens in Excel, Google Sheets, or any other spreadsheet program you can name. You can also re-import CSVs into Charity Record.

HTML – Opens a well-formatted donation report for a given year in your browser. Click Print at the top of the page to print directly.

PDF – Best for printing or sharing with your tax preparer. Professional layout organized by charity, with Schedule A and Form 8283 fields included based upon your entries in Charity Record.

TXF – Imports directly into TurboTax Desktop or H&R Block Desktop. Cash and mileage donations import easily, other types need a quick update after import. (We provide an Import Guide with the exact values to enter.)

How to export

  1. Go to your dashboard
  2. Click Download Data
  3. Select the tax year
  4. Choose your format (CSV, HTML, PDF, or TXF)
  5. Click the download or preview button

Screenshot of export modal showing format tabs Choose your format and year, then download or preview

For PDF and HTML, you can also choose how to organize your report:

  • By charity – Groups donations by organization (default)
  • By date – Lists donations chronologically
  • By form – Groups by donation type (for Form 8283 prep)

Print your donations

The easiest way to print a donation report is through the HTML export:

  1. Click Download Data → HTML
  2. Click Preview HTML
  3. Click Print at the top of the report

Options for generating an HTML donation report HTML report generation options

Or download the PDF and print from your PDF viewer.

Screenshot of HTML report with Print button Click Print at the top of any HTML report

Printing tips:

  • Use US Letter (8.5" × 11") paper
  • Preview before printing to check page breaks

TXF for tax software

TXF is a 1990s format that TurboTax Desktop and H&R Block Desktop support. To import:

  1. Export your TXF file from Charity Record
  2. In your tax software:
    • TurboTax (Windows): File → Import → From Accounting Software
    • TurboTax (Mac): File → Import → From TXF Files
    • H&R Block: File → Import Financial Information
  3. Select the downloaded file
  4. Review and update any flagged donations

(Intuit also has TXF instructions for TurboTax here).

Cash and mileage import without any issues. Items import fine (with some exceptions – we'll guide you if you encounter them). Stock, vehicles, art, and digital assets need updates after import – we provide an Import Guide with the specific values to enter for each donation.

Common questions

Which format should I use for my tax preparer? PDF is usually best. It's professional-looking, organized by charity, and includes the fields they need for Form 8283 if you entered them in Charity Record.

Can I export multiple years at once? Export each year separately. Select the year in the export modal, then repeat for each year you need.

Charity Record is a donation tracking tool, not a tax advisor. Consult a tax professional for guidance specific to your situation.

/