Support

Your Dashboard is your home base, showing:

• 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 10 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.
  

Tax Savings Estimate

To see your estimated tax savings, complete your tax information in Profile Settings. The estimate is calculated using:

• Your total donations for the year
• Your tax filing status and income bracket
• Standard marginal tax rates

Note: This is an estimate only. Consult a tax professional for accurate advice.

Before adding donations, you'll want to set up your charities.

Adding a Charity

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

Editing a Charity

1. Go to  Manage Charities
2. Find the charity and click the  Edit  (pencil) icon
3. Update the information and click  Save

Deleting a Charity

1. Go to  Manage Charities
2. Find the charity and click the  Delete  (trash) icon
3. You'll see how many donations are linked to this charity
4. Type the charity's name to confirm deletion
5. Click  Delete

 Warning: Deleting a charity also removes all associated donations.

Step 1 Choose Donation Type

Click  Add Donation  and select one of six types:

• Goods  - Clothing, furniture, household items
• Money  - Cash, check, or card donations
• Mileage  - Miles driven for charity work
• Stock  - Securities and investments
• Vehicle  - Cars, boats, or other vehicles
• Asset  - Artwork, jewelry, collectibles, property

Step 2 Donation Details

For all donation types, you'll enter:

• Charity  - Select from your saved charities (or add a new one)
• Date of Donation  - When the donation was made. The actual date the donation occurred. This field specifies the tax year to which the donation belongs.
• It is not affected by the dashboard year filter
• Notes  (optional) - Any additional details
• Receipt Upload  (Premium) - Attach supporting documents

Step 3 Type-Specific Information

Each donation type has unique fields - see the next section for details.

Saving Drafts

If you need to pause, your donation is automatically saved as a draft. Drafts appear on your dashboard with an orange "Draft" badge. Click on a draft to continue where you left off.

Goods Donations

For donating physical items like clothing, furniture, or household goods:

• Use the  Item Picker  to quickly select common items from the catalog
• For each item, specify the  condition  (Good, Excellent)
• Values are calculated automatically based on the condition
• Add  custom items  not in the catalog by entering a description and value

Money Donations

For cash, check, or electronic donations:

• Amount  - The dollar amount donated
• Payment Method  - How you paid (cash, check, credit card, bank transfer, PayPal, etc.)
• Recurring  - Toggle on if this is a repeating donation, then select frequency (weekly, monthly, etc.)

Mileage Donations

For volunteer driving (trips to charity events, delivering donations, etc.):

• Miles Driven  - Total miles for charity purposes
• Other Costs  (optional) - Parking, tolls, and similar expenses
• Description  (optional) - What the driving was for
• The deductible value is calculated using the current IRS charitable mileage rate

Stock Donations

For donating securities:

• Stock Symbol  - The ticker symbol (e.g., AAPL)
• Number of Shares  - How many shares you donated
• Fair Market Value Per Share  - Value on the date of donation
• Date Acquired  (optional) - When you originally purchased the stock
• Cost Basis Per Share  (optional) - Your original purchase price
• Brokerage Info  (optional) - The brokerage that processed the transfer

Vehicle Donations

For donating cars, trucks, boats, RVs, motorcycles, etc.:

• Vehicle Type  - Car, truck, SUV, van, motorcycle, boat, RV, or other
• Year, Make, Model  - Vehicle identification
• VIN  (optional) - Vehicle Identification Number
• Mileage  (optional) - Odometer reading
• Condition  - Poor, Fair, Good, or Excellent
• Fair Market Value  - The vehicle's estimated value
• How Charity Will Use  (optional) - If you know how they'll use it

Asset Donations

For artwork, jewelry, collectibles, real estate, and other valuable property:

• Asset Type  - Artwork, Collectible, Jewelry, Real Estate, Antique, or Other
• Description  - Describe the asset
• Condition  - Poor, Fair, Good, or Excellent
• Fair Market Value  - Appraised or estimated value
• Date Acquired  (optional) - When you originally obtained it
• Cost Basis  (optional) - What you originally paid

From the Dashboard

1. Find the donation on your Dashboard or All Donations page
2. Click on the donation card to open it
3. Each section (Donation Info, type-specific details) can be edited independently
4. Make your changes and click  Save  for each section
5. Click  Done  when finished to return to your previous page

What You Can Edit

• Change the charity or donation date
• Update amounts, values, or quantities
• Add or modify notes
• Upload or remove receipts (Premium)
• For goods donations, add or remove items

Deleting a Donation

1. Open the donation you want to delete
2. Click the   Delete   button
3. Confirm the deletion



 Warning: Deleting a donation is permanent and cannot be undone.

Export your donation records for tax preparation or personal records.

1. Click  Export  in the navigation menu
2. Select the  year  you want to export
3. Choose the  export type  and format

Export Options

• Overall Summary  - Complete donation summary (PDF only)
• All Donations  - Every donation type combined (CSV only)
• Items  - Goods donations only (CSV or PDF)
• Money  - Monetary donations only (CSV or PDF)
• Mileage  - Mileage donations only (CSV or PDF)
• Stock  - Stock donations only (CSV or PDF)
• Vehicle  - Vehicle donations only (CSV or PDF)

Export All Years

Click  Export All Years  to download a single CSV file containing all your donations across all years.

What's Included in Exports

• Charity name, EIN, and address
• Donation date and value
• Type-specific details (items, payment methods, miles, etc.)
• Notes you've added

Access your settings by clicking the  Profile  icon in the navigation.

Personal Information

• Full Name  - Update your display name
• Email Address  - Click "Change" to update (requires email verification)

Change Password

1. Enter your current password
2. Enter a new password (must include uppercase, lowercase, number, and symbol)
3. Confirm your new password
4. Click  Change Password

Note: After changing your password, you'll be signed out and need to log in again.

Tax Information

Update anytime to improve your estimated tax savings:

• Tax Filing Status  - Single, Married Filing Jointly, etc.
• Annual Income  - Your household income before taxes
• State of Residence  - Your primary residence state

Subscription & Plan

View your current plan (Free or Premium) and:

• Free users : Upgrade to Premium
• Premium users : Manage payment method, view renewal date, or cancel subscription

Delete Account

If you need to delete your account:

1. Scroll to the "Danger Zone" section
2. Click  Delete Account
3. Follow the confirmation prompts

 Warning: This permanently deletes all your data and cannot be undone.

Free Plan Limits

• Limited number of donations
• Limited items per goods donation
• Basic features

Premium Benefits

Premium includes everything in Free, plus:

• Unlimited donations  - Track as many as you need
• Unlimited items per donation  - No limits on goods donations
• Receipt and Document uploads  - Attach photos/PDFs to any donation
• Shared Access Control - (COMING SOON)
• Priority support  - Get help faster

How to Upgrade

1. Click  Upgrade to Premium  (shown throughout the app)
2. Choose your payment method:
   • Credit/Debit Card  - Secure payment via Stripe
   • Promo Code  - Enter a code if you have one
3. Complete checkout
4. Your account is upgraded immediately!

Managing Your Subscription

Premium subscribers can:

• Update Payment Method  - Click "Manage Payment" in Profile Settings
• Cancel Subscription  - You'll keep Premium until your current billing cycle ends
• Downgrade to Free  - Keep your existing data, but Free limits apply to new donations

Need help with TAWO? Contacting our support team by submitting a ticket though our contact support page