How to Use Everlance for Charities/Volunteering?

In the self-employed version of Everlance, users can easily categorize their trips and expenses under the 'Other' (orange) section and select 'Charities'. This option allows you to accurately track your charitable drives and expenses, ensuring that charitable deductions are properly documented.

From the App: 

Swipe far left on a trip or expense until it turns orange, you can then select the 'Charity' label.

From the Web Dashboard: 

On the Trips screen, use the drop-down arrow under 'Purposes' and scroll until you find 'Charity' written in orange text (meaning it's under the 'Other' label).

Once you classify your trip as Charity, Everlance will automatically calculate the tax deduction. For example, if you drove 4 miles for a charitable cause, Everlance automatically applies the IRS mileage rate for charity-related driving, which is $0.14 per mile. Therefore, for a 4-mile trip, your total deduction would be $0.56. This information is displayed on the individual trip card and included in your data export.

Utilizing Tags for Multiple Charities

If you volunteer for multiple charities, Everlance’s Tag feature is particularly useful. This feature allows you to add specific tags to each trip or expense, helping you distinguish between different organizations. For example, if you drive for Meals on Wheels and also volunteer for the RSPCA, you can create and apply a tag for each non-profit. Click here to learn more about adding tags. 

From the App:

From the Web Dashboard: 

When you export your data, these tags will provide a detailed breakdown of your charitable activities under the tab 'Total by Label'. You will be able to see exactly how many miles you drove for each organization, facilitating accurate tax reporting and providing a clear record of your contributions.

1. Accurate Record-Keeping: Everlance ensures that all your charitable trips and expenses are meticulously recorded, minimizing errors and omissions.
2. Simplified Tax Reporting: With detailed data exports, you can easily compile your mileage and expenses for tax deductions.
3. Time-Saving: By automating the tracking, Everlance saves you valuable time that can be better spent on your volunteer activities.
4. Transparency: The tagging feature provides transparency and clarity, allowing you to see the impact of your efforts across different charities.