Compliance Resources

Practical guides, checklists and templates to help your NPO stay organised, donor-ready and easier to manage.

Browse Compliance Resources

Start with practical guides, checklists and templates built for NPO donation admin, Section 18A receipts and IT3(d) readiness.

Guide

Section 18A Readiness Guide

Understand what your NPO needs before issuing Section 18A receipts.

This resource is currently being created and will be available for download soon.

Checklist

IT3(d) Submission Checklist

Check the key steps your NPO should complete before submitting to SARS.

This resource is currently being created and will be available for download soon.

Guide

Donor Details Required by SARS

Know which donor details your NPO should collect and keep updated.

This resource is currently being created and will be available for download soon.

Template

18A Receipt Sample Template

See what a clear Section 18A receipt should include for donors.

This resource is currently being created and will be available for download soon.

Guide

Donor Import Guide

Prepare donor information correctly before importing records.

This resource is currently being created and will be available for download soon.

Guide

Donation Import Guide

Organise donation data before uploading it into your records.

This resource is currently being created and will be available for download soon.

Checklist

Compliance Calendar

Keep track of important donation, receipt and submission dates.

This resource is currently being created and will be available for download soon.

Guide

SARS eFiling Setup Basics

Understand the basic setup needed before submitting third-party data.

This resource is currently being created and will be available for download soon.

Article

Common 18A Mistakes to Avoid

Learn the simple errors that can create bigger compliance problems.

This resource is currently being created and will be available for download soon.

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