Creating Templates
Support can help you set up templates for tax certificates. Templates can include your letterhead, signature, and verbiage. You can define different covering letters for organizations and individuals. For organizations, you may include a copy of your BBBEE statement or an audit letter.
Numbering and Control
The system manages certificate numbering to prevent gaps. You can define the starting number for your sequence, ensuring a complete and accurate record.
Certificate Details
Each certificate displays the donor's name, address, certificate number, and total donation amount. It also includes a breakdown of each donation date and amount for clarity and transparency.
Issuing Certificates and Reporting
Once support has configured a certificate template for your organization, you can issue tax certificates. Comprehensive certificate reporting is also available for your auditors and internal record-keeping.
