Step-by-Step Guide
- Register as a Public Benefit Organization (PBO) with the South African Revenue Service (SARS) and obtain a section 18A certificate.
- Import donation information into the system from bank statements, accounting software, or spreadsheets.
- Design tax certificate templates and covering letters using the system.
- Issue tax certificates to donors for all donations received during the year or for individual donations as needed.
- Send the tax certificates to donors and print them if necessary.
- Use the system's tracking and reporting tools to manage and review issued tax certificates.
- Provide tax certificates and supporting documentation to your auditors as needed.
Additional Tips
You can send a test certificate to yourself or directly to a donor to ensure accuracy. If a certificate needs to be canceled, enter a reason in the system, which will maintain a record for audit purposes.
