Encourage donor giving by promptly providing any documentation they need for tax benefits available in their country.
•SARS-compliant section 18A template.
•Issue individual section 18A receipts on donor request.
•Automated section 18A 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 section 18A 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.
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SARS has published a sample layout for the section 18A 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.
Sample section 18A receipt template |
Update SARS detail status in bulk
•On the Finance page, go to 18A receipts > SARS detail > View and click through on the status you want to update.
•Select Action > Bulk update.
•Click on Workflow and select Confirmed then click on Proceed.
NOTE: Only the status of records with the correct SARS details will be updated. The rest will fail.
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NOTE: If all details required by SARS are not completed, the section 18A receipt will not be generated.
Issue a once-off section 18A receipt |
Issue section 18A receipts in bulk |
Cancel a section 18A receipt |
Reissue section 18A receipts |
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•Accurate contact types (person or organisation) are a SARS requirement.
•A record in DevMan can easily be changed when needed.
•Click here to see how to make this change. |
•You won't be able to cancel the section 18A receipt if any of the linked transactions are also linked to a SARS export group, .
•If none of the linked transactions are connected to a SARS export group, you can cancel the section 18A receipt and issue a new one. |
Can I indicate which donors receive section 18A receipts?
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Yes
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Can I issue a once-off certificate?
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Yes
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Can I issue a section 18A receipt from the donation record?
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Yes
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Can I add or remove donations on a section 18A receipt?
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In captured phase only
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Can I revise a printed section 18A receipt?
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No
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Can I review / reprint a batch?
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Yes
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Can I view a section 18A receipt from the donor profile?
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Yes
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Can I view / download the individual file generated?
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Yes
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