Donation Management

Section 18a Tax 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.

Support sets up a certificate template for your organization. To find out more on this see tax certificate templates.

Good certificate reporting is available for your auditors and yourself after issuing certificates for the year.