Support sets up templates for creating tax certificates for donations received. These can have your letter head, verbiage and signature. Define templates for the covering letter. These would be different for an organization and an individual. The former would require a copy of your BBBEE statement. You can include an audit letter.
The system controls numbering for certificates. It ensures there are no missing numbers in your sequence. Clients decide the first number to use.
The certificate shows donor name, address, certificate number and total. Included is a breakdown of each donation date and amount.
Once support have set up a certificate template for your organization, you can issue tax certificates.
Good certificate reporting is available for your auditors and yourself after issuing certificates for the year.
More on tax certificates :