Help clients arrive with more complete donation records
ItsDeducted helps clients turn donation photos and lists into organized item-level records, review estimated fair market values, and share a single donation or annual summary with a designated tax professional.
Clients can easily share organized donation records at tax time.
What is ItsDeducted for tax professionals? ItsDeducted is donor-side recordkeeping software for charitable donations. Clients capture and review their records throughout the year, then can share a single-donation or annual summary directly with a designated tax professional. The tax professional view provides category-level totals with access to underlying donation-event and record detail.
Clients build the record before tax season
ItsDeducted gives clients three practical ways to turn donation activity into records they can review and share.
Capture the donation
Clients can upload photos, import a list, or add items manually so donated goods are recorded while the details are still fresh.
Review the record
ItsDeducted suggests estimated fair market values using item, category, and condition information where available. The client can review and edit the record before saving.
Share with a Tax Professional
The client can designate a tax professional and share either one donation summary or an annual summary. The tax professional receives an email notification when records are shared.
See the rollup first, then drill into the donation detail
ItsDeducted’s direct tax professional sharing workflow is designed for review rather than forcing you to decipher a client’s screenshots, handwritten lists, or end-of-year memory dump.
Category-level tax-year rollup
Review totals across broad donation categories for a faster top-level view of the client’s tracked donations.
- Single-donation or annual summary
- Broad category totals for quicker review
- Donation dates and charity details where supplied
Underlying donation-event detail
When you need context behind the rollup, you can review the underlying donation event and record-level detail the client tracked.
- Item descriptions and quantities
- Condition and estimated fair market values where recorded
- Notes and related donation information
Donation values backed by a clear, reviewable methodology
Recommend a tool that gives clients estimated fair market values alongside organized item descriptions, quantities, and condition details. ItsDeducted’s methodology is aligned with the fair-market-value concepts in IRS Publication 561, and every estimate can be reviewed and edited before sharing.
You receive a clear category-level summary with the underlying donation detail close at hand, so you can review the record efficiently and follow up on specific items.
Clients do not need Pro to share records with you
Direct tax professional sharing is available to both Free and Pro users. Pro mainly adds capacity and richer recordkeeping features for clients who donate more often.
ItsDeducted Free
Enough to start and share
No credit card is required.
- Photo upload and item identification
- Up to $750 in tracked donation value
- One list import of up to 50 items
- Excel and TXF export
- Direct single-donation and annual tax professional sharing
ItsDeducted Pro · $29.99/year
More capacity and documentation
For repeat donors who want fewer limits and a more polished year-end record.
- Unlimited tracked donations and list imports
- Automatic Google Photos backup for donation photos
- Detailed PDF donation reports
- Annual summary PDFs
- Household and multi-user support
For the complete feature comparison, see ItsDeducted pricing.
Planning to recommend ItsDeducted to clients?
If you are planning a client email or other outreach, request a discount code you can share with clients who want an easier way to track donations throughout the year.
- Give clients a simple reason to start tracking before tax season
- Share one code across the client outreach you are planning
- Keep the referral separate from your tax advice or return-preparation workflow
ItsDeducted is an independent recordkeeping tool. Requesting or sharing a code does not create an endorsement, affiliate relationship, or tax-advisory relationship.
Request a client discount code
Tell us a little about your practice and the client outreach you are planning. We will review the request and reply by email.
Request received
Thanks. We will review the details and reply to your work email, typically within one business day.
ItsDeducted provides estimated fair market values and recordkeeping support. It does not provide tax, legal, appraisal, or financial advice. Review records carefully and consult current IRS guidance when applicable.