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Donation claims for Filing Season 2021

Donation claims for Filing Season 2021

6 July 2021 – Did you donate to the Solidarity Fund or to another Public Benefit organisation during the 20/21 Filing Season?  We will help you understand some of the unique features in the 20/21 Filing season, such as the difference between payroll giving and a direct donation; the supporting documents you require and other frequently asked questions.

For more information see the Tax Exempt Institution webpage:

  • See the following important information on the Tax Exempt Institution, Section 18A donations and Solidarity Fund donations:
    • Tax Exempt Institution Fact Sheet 2020/2021
    • Solidarity Fund clarifications 2020/2021
    • Frequently Asked Questions:
      • How do I claim S18A deductions on the ITR12 return?
        To claim donations made by the donor in a personal capacity, the following questions must be answered on the return wizard:

        • Do you want to claim donations made to an approved organization(s) in terms of s18A?
        • How many organizations did you donate to?
          Upon answering these questions, the donation containers for both source codes 4055 & 4011 will open on the return.
      • Which container is applicable for donations made to S18A-approved institutions, other than the Solidarity Fund?
        Select source code 4011 (4055 only relates to donations made to the Solidarity Fund during the period April 2020 and September 2020).
      • Which documents are required to support my S18A claim?A valid section 18A certificate provided by a S18A-approved organization. If the donation was made through your employer, the IRP5 certificate issued by your employer will suffice.
      • Where will I see the donations made through my employer on my return?
        The amount donated through your employer will be reflected on your IRP5 and will therefore be pre-populated under “Employee Tax Certificate Information [IRP5/IT3 (a)]” on your return
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