Section 18a Donation Checklist
Section 18A Donation Checklist
SARS requires you to keep all tax-related documents for at least 5 years from the date of assessment.
Qualifying Organisations
Verify the organisation is a registered Public Benefit Organisation with Section 18A status. Check their registration number on the SARS website.
Required Documentation
You must have a Section 18A receipt with the organisation’s reference number, date, amount, and your details. Bank statements alone are not sufficient.
Claim Limits
You can deduct up to 10% of your taxable income. Amounts exceeding this can be carried forward to the next tax year.
Frequently Asked Questions
How long must I keep these documents?
SARS requires you to keep all tax-related documents for at least 5 years from the date of assessment.
Can Admin Boss help me prepare?
Yes. Admin Boss is a registered tax practice that can help organise your documents and ensure nothing is missed. Visit adminboss.co.za/need-more-info/.
What happens if I miss a document?
Contact the issuer and request a duplicate. For bank statements, download from online banking. Missing documents may result in denied deductions.
Need Help With Your Tax?
Admin Boss is a registered tax practice with over 20 years of experience helping South African individuals and businesses navigate SARS.
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Related Tax Guides
Official Resources
Important: this is not a free service. TaxSeason2026.online is the website of Admin Boss – Tax division, a private South African tax practice that assists individuals with the preparation and filing of their SARS tax returns for a professional fee. We are not SARS and we are not affiliated with SARS or any government body. SARS eFiling itself is a free government channel – our fee covers expert review, deduction optimisation and done-for-you filing.
