Tax Overview - Admin Operations Guide

Published by Give.Gives · Updated April 4, 2026

Tax Overview — Admin Operations Guide

1. Purpose

Tax Overview is the admin page for reviewing and confirming tax codes on active Give.Gives items. Every active item must have a valid tax code for order handling and Stripe tax compliance.

AI classification failure. When a donor submits an item, the system attempts to assign a tax code automatically based on the item's photo and description. This can fail when:

• The photo is blurry or low quality

• The photo contains multiple items and the primary item is unclear

• The item type is not covered by the current tax code catalog

Donor selected the wrong category. If the donor manually chose an incorrect category during submission, the system may assign a tax code that does not match the actual item.

In both cases, the system flags the record for manual review and sends an admin notification email.

2. When to Act

The system will email you when action is required. Once you receive the email, act immediately.

Unresolved tax codes can trigger a Stripe tax audit. Do not defer or batch-delay items flagged by email.

3. How to Review an Item

1. Open Tax Overview from the admin sidebar.

2. Locate the flagged item. Review its image, title, description, and category.

3. Open the Tax Code dropdown and select the code that best matches the actual item.

4. Click Save Tax Code.

4. If No Matching Tax Code Exists

If the item's actual type has no suitable tax code in the system:

1. Delete the item from the platform immediately.

2. Notify the venue to discard the item or arrange alternative handling on their end.

Do not assign an approximate or placeholder code. An incorrect tax code is worse than no item.

5. Quick Reference

Situation

Action

Email received, correct code exists

Select code → Save

Email received, no matching code

Delete item → Notify venue

Item already has a code but looks wrong

Override with correct code → Save