Support | TAWO

Getting Started

Total Donations - The count of all your donations for the selected year
Total Value - The combined dollar value of all donations
Estimated Tax Savings - Based on your tax profile (requires profile completion)
Recent Donations - Quick view of your most recent donations
Year Filter - Controls which tax year’s data is shown on the dashboard. This filter affects dashboard totals, charts, and estimates only.

Note: How the Year Filter Works

The Year Filter changes what year of data you are viewing on the dashboard
It does not change or preselect the year for new donations
New donations always use the date you enter during the donation flow
To log a prior-year donation, select the correct date on the Donation Details step of the Add donation wizard.

Draft donations appear with a "Draft" badge and are not included in the totals until finalized.

Navigate to Manage Charities from the Dashboard
Click Add Charity
Enter the charity's information:
Name (required) - The organization's name
EIN/Tax ID - The charity's tax identification number (helpful for tax records and exports)
Address - Street address (line 1 and line 2), city, state, and postal code
Notes - Any additional information you want to remember
Click Save

You can also create a new charity on the fly while adding a donation — just click the option to add a new charity during the donation wizard.

Note: Duplicate charity names are allowed, since the same organization may have multiple locations.

You can export any single donation as a PDF receipt directly from the app:

From the Edit Donation page: Open a donation by clicking on it, then click the Export PDF button at the top of the page
From an expanded donation card: On the Dashboard or All Donations page, expand a donation card and click the Export PDF button at the bottom of the details

The downloaded PDF includes:

The file is automatically named based on the donation type and date (e.g., Donation_Receipt_Money_2026-01-15.pdf).