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  1. Donation Receipts - Ability to add signatures on charitable donation receipts

    4 votes

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    2 comments  ·  Reports & tax » Tax filing  ·  Admin →
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    Gaining Support  ·  AdminSonal Pamnani (Admin, Xero) responded

    Thanks for sharing your idea, and letting us know the changes that matter most for you. We've opened this idea up to the community to add their thoughts and votes. We'll track interest on this idea in the meantime. Cheers

    Katherine Fraser supported this idea  · 
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    Katherine Fraser commented  · 

    There is another thread underway about this under: NZ Tax - Donation Tax Receipt.

    Perhaps you could add your request to that thread as well to help get some momentum.

  2. Reporting - Donation tax receipts

    40 votes

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    submitted  ·  25 comments  ·  Reports & tax » Tax filing  ·  Admin →
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    Katherine Fraser commented  · 

    Has there been any progress on this feature?

    These are the requirements from IRD for Donation Tax Receipts:

    1. An official stamp or letterhead and the full name of the organisation.
    Where the local organisation is part of a larger group or organisation, please provide clear reference to this on the receipt. For example, 'Relief of Poverty Foundation, Wellington Branch'.

    2. The following identifiers for the organisation:
    a) the DIA-Charities Services registration number, and
    b) its IRD number

    3. A clear statement that the amount received is a donation. Exclude membership subscriptions or fees, purchases of goods or services and raffle tickets as they do not qualify for donation tax credits.
    Where the donation is stock or other goods, the receipt must clearly indicate that it was not a cash donation as they do not qualify for donation tax credits.

    4. The full name of the donor and their address if held

    5. The full amount and date of the donation (or if there were regular payments throughout the year you may show the total amount for the income year ending 31 March)

    6. The full name, designation (for example, Treasurer, Secretary), and signature of an authorised
    person

    7. A receipt number, unique to each receipt.

    Katherine Fraser supported this idea  ·