Generate Tax Certificates
To issue tax certificates for donations received, you can follow these steps:
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Register as a Public Benefit Organization (PBO) with the South African Revenue Service (SARS) and obtain a section 18A certificate.
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Import donation information into the system, such as by importing bank statements, data from your accounting software, or a spreadsheet.
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Use templates to design the tax certificates and covering letters.
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Issue tax certificates to donors, either for all donations received during the year or for individual donations as needed.
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Send the tax certificates to the donors and have the option to print them if necessary.
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Use the system's tracking and reporting capabilities to manage and review the tax certificates you have issued.
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Provide the tax certificates and supporting documentation to your auditors as needed.
You can send a test certificate to yourself or directly to the donor, and have the option to print the certificate if needed. If you need to cancel a certificate, you can do so by entering a reason and the system will keep track of it.
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