SARS certificates your donors can actually submit
Produce compliant Section 18A tax certificates straight from the giving records — and, for programmes that receive goods rather than cash, track what came in, who it went to, and what is left.
What it replaces
Rebuilding every donor's year in February
An 18A certificate has to be correct — donor name, identity or tax number, the amount, and only donations to approved programmes. Assembled by hand from a year of records, that is slow work with real consequences if it is wrong.
Mark which income categories qualify, and the module assembles each donor's qualifying total for the tax year on its own. Donors missing an ID or tax number are flagged before you print, not after the certificate is issued.
Eligibility per category
Flag exactly which income categories qualify for 18A. Everything else is excluded automatically.
Certificate per donor
Generated for the tax year, on your letterhead, with your PBO number and an authorised signatory.
Missing details flagged
Donors without an ID or tax number are marked before printing, so a non-compliant certificate is never issued.
In-kind programme tracking
Tick Tracks Inventory on a category and the programme gains its own Received, Distributed and Stock Reconciliation tabs.
Goods received and given
Record what was donated, by whom, and who it was distributed to — with a live per-item stock balance.
Works from existing records
No separate donor register to maintain; it reads the giving already captured.
The actual screen
Section 18A
Every figure below is illustrative — a fictitious church and fictitious people — but the layout is exactly what you use.
| Donor | No. | ID / Tax no | Programme | Total (R) |
|---|---|---|---|---|
| Ayesha Patel | 7014 | 8•••••••••084 | Building Fund | 18 000.00 |
| Sipho Ngcobo | 7031 | 7•••••••••215 | Building Fund, Missions | 13 500.00 |
| Thabo Dlamini | 7002 | 6•••••••••677 | Building Fund | 9 400.00 |
| Grace Holdings (Pty) Ltd | EXT-004 | 9•••••••••3 | Nutrition Programme | 25 000.00 |
| Daniel Fourie | 7045 | ⚠ Missing ID/Tax | Building Fund | 4 800.00 |
| Shown: top 5 of 37 donors | 70 700.00 | |||
Nutrition Programme — stock reconciliation
Certificate
Produced on your letterhead with your PBO number.
Grace Community Church, its members and these amounts are invented for illustration. No real church, member or giving data appears anywhere on this website.
Where it goes next
Compliance without a second system
Because certificates are produced from the same giving records the rest of the platform uses, there is no separate donor database to maintain and no risk of a certificate disagreeing with the accounts it came from.
Add-on · R40/month, on top of the R150–R350 per month subscription. Add-ons activate only once payment is confirmed.