Getting Started with Charity Record
Summary: Track charitable donations year-round and export them for your tax return. Record donations as they happen, check your totals, and export at tax time.
When you first log in
A welcome screen helps you get started. You can add your first donation right away, or import data from ItsDeductible if you previously used the tool. During tax season (January through April), it also asks which year you're entering donations for.
You can dismiss the welcome screen at any time to see your dashboard.
Quick start
- Add a charity – Create your first organization or add inline while recording a donation
- Record a donation – Log your first donation (items, cash, mileage, stock, etc.)
- Check your dashboard – See your year-to-date totals
- Export at tax time – Download CSV, PDF, HTML, or TXF for your tax preparer or tax software
Migrating from ItsDeductible?
If you exported your data before ItsDeductible shut down on October 21, 2025, you can import it. If you didn't export in time, see our guide on how to export your ItsDeductible data from Intuit.
- Click Import CSV/XLSX from your dashboard's Add Donation
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