Section 18A Certificates

Generating a Combined (Batch) Section 18A Tax Certificate from Multiple Receipts

Oftentimes, your donors will contribute to your organisation on a regular basis throughout the year. In this case, you may want to issue one Section...

Viewing all Section 18A Tax Certificates for a Donor

To view all of a donor’s Section 18A certificates visit the donor’s profile, click on “Donors” to go to your donor’s page. Click on a Donor’s...

Customising the text and layout on a Section 18A Tax Certificate

Click on the settings icon in the main menu bar. Go to settings in the drop down menu. Select certificates from theleft menu. Layouts & Colours:  Here you can select a certificate...

Deleting a Section 18A Tax Certificate

To revoke a Section 18A Certificate click on the Section 18A button in the menu bar and click on the certificate number you would like to...

Managing Your Message Templates

When modifying your emails for the receipts go to your Settings section and click on the Templates tab.  Here you can edit the existing email templates...

Generating a Section 18A Tax Certificate

Some Donors may request Section 18A tax certificates to be issued as this enables them to save donation tax on their donations. In order to...

Modifying a Section 18A Tax Certificate

Click on Section 18A on the main menu bar. Search and locate the certificate using the name or surname, the receipt number or the section 18A number. After locating the certificate, click on the certificate...

How to list and view deleted 18A

When you’re ever in a situation where you need to find a Section 18A Certificate that has been revoked you can go to the Section...

Searching for a Section 18A Tax Certificate

You can search for Section 18A Certificates by visiting the Section 18A page and using the search bar above the certificates table. ActiveDonor will refresh...

Uploading an electronic signature for Section 18A Certificate

In the event that your organisation’s section 18A certificate only requires one signature, you can go upload a global signature that will appear on all...

Remove SAMPLE text from Section 18A Certificate

While you are on the trial basis your Section18A Certificates will have the word “SAMPLE” across it. Once you subscribe to a paid plan, the...

How to correct invalid company registration numbers, trust numbers, id numbers and tax numbers

1. Company Registration Number A valid South African Company Registration Number needs to be in the following format: CCYY/MMNNNNN/NN. When selecting a donor type make...