New Donation Form
The New Donation form allows you to capture all the key details for a single donation in a structured way.
At the top of the form you will see a reminder:
“Donations prior to 1 March 2024 can be captured for 18A/IT3(d) purposes, however 18A receipts can only be issued to donors captured subsequent to 1 March 2024.”
- "Select Donor" opens a dropdown that allows you to choose a donor from your existing donor list.
- "Anonymous Donor"
Toggle this on when the donor chooses to remain anonymous. The donation will not be associated with any donor and you will not be able to issue a Section 18A certificate for the donation but you are able to issue a receipt (for your internal records).
- "Date Donated"
This must be the date that the donation was received and should be either today's or a prior date. It cannot be a future date.
- "External Reference"
This is for your own internal use. It can be a bank reference, old receipt number or a note that helps with reconciliation. You can use the field at your discretion.
- "Allocation"
Choose the specific project or allocation that the donation was made towards from the dropdown list.
NB: If the selected project does not qualify for a Section 18A Certificate you will be unable to issue the certificate for the donation. You can configure this under Projects.
- "Nature Of Donation"
Chose the type of donation, either "Cash" or "Property in kind".
- "Amount/Rand Value"
Input the monitory value of the donation in South African Rands.
- "Issue 18A certificate" / "Issue Receipt"
For each qualifying donation you can issue a Section 18A certificate and/or a Receipt. If the toggles are visible then the donation qualifies to make the issuance.
If the toggle is on then the Section 18A certificate and/or Receipt will be issued automatically.
NB: Issued Section 18A certificate and/or Receipt does not mean sent to donor. In some instances you will need to manually send the certificate or the receipt to the donor. For more information visit the following links.
When ready click 'Save' to record the donation.
If you click 'Close' the form closes without saving and clears any captured information.