Section 18a Tax Certificates

Certificate Layout and Templates

Support sets up templates for creating tax certificates for donations received. These can have your letter head, verbiage and signature. Define templates for the covering letter. These would be different for an organization and an individual. The former would require a copy of your BBBEE statement. You can include an audit letter.

The system controls numbering for certificates. It ensures there are no missing numbers in your sequence. Clients decide the first number to use.

The certificate shows donor name, address, certificate number and total. Included is a breakdown of each donation date and amount.

Creating Certificates

Import donations them from bank statement, your accounting package or spreadsheet. You issue certificates against each contact or organization. You can Issue one certificate for all the donations for the year. Issue a certificate for a single donation, if the donor needs it.

Once created send yourself a test or send the certificate to the donor. You have an option to print the certificate.

You can cancel certificates. Enter a reason and the system will keep track of it.

Reporting on Certificates

The system keeps certificates, so you can report on them in years to come. You can resend a copy to the donor if they request one. You can list of all certificates issued from the system for any date range. This can be by certificate date or by the dates of the donations.

An option is available to generate a pdf of the certificates. This can be useful to provide to your auditors.