Overview
Encourage donor giving by promptly providing any documentation they need for tax benefits available in their country.
Topics
•SARS-compliant section 18A template. •Issue individual s18A receipts on donor request. •Automated s18 receipt processing at year end. •Donors can update their own details by making use of the self-service update. •Gift Aid management for the United Kingdom. |
The following new fields required by SARS are included in the base s18A receipt template available in the system: oDonor name / Legal name of entity oTax number oID number / Passport number / Organisation registration number oCell number oPhone number oEmail address oAddress To begin using this template, simply clone it and apply your branding. |
SARS has published a sample layout for the s18A receipt. •We have added a SARS-compliant template that can be customised. •Find the sample template by going to Finance > 18A receipts > Setting > Templates > Print. •Click on the template to open, Save a copy, then add your own branding and organisation details. See the video tutorial below for more detail. |
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