Set up donation receipts
Representatives and donation receiptsFor your community to be able to issue donation receipts, you set up four steps in the Studio under Representatives: Board, Signature, Tax exemption notice and Receipt. The page guides you through them in order. The tax office (Finanzamt) calls these receipts Zuwendungsbestätigungen.
Requirements
- Your community is a registered association (eingetragener Verein, e. V.) or a charitable limited company (gemeinnützige GmbH) in Germany and has a valid tax exemption notice (Freistellungsbescheid). A newly founded association that doesn't have one yet can provide a notice of determination under § 60a AO (Feststellungsbescheid).
- Your community has been activated. Before that, you can only enter the board.
The four steps
| Step | What you do | Who can do it |
|---|---|---|
| Board | Enter who represents the community. The chair is required, or the managing director for a gGmbH. | Owner, Admin |
| Signature | Choose who signs and add that person's signature. | Owner, Finance |
| Tax exemption notice | Upload the notice and enter its details. | Owner, Finance |
| Receipt | Choose the procedure: digital or by hand. | Owner, Finance |
Every click on Continue saves the step. Back takes you one step back, and you open a completed step with Change. In the last step, the button is called Finish. Alongside, the page shows a preview of the donation receipt that fills in with every step you save. The receipt itself is always in German, as the official model (amtliches Muster) requires.
After the setup
Once all steps are done, Representatives shows an overview with Edit for each step. Above the preview, it says whether receipts can be issued today: Ready or Not ready yet, in which case the reason is given.
Our team also has to confirm your community's charitable status (Steuerbegünstigung). To do so, it reviews your tax exemption notice. Until that has happened, the Studio won't issue receipts. How to issue one is explained in Issue a donation receipt.
Related articles
- Enter the boardIn the first step, you enter who represents your community. The chair is required; other positions are optional.
- Add the signatureThe signature appears on every digital donation receipt. It's drawn in the Studio, on a phone via QR code, or via a link sent by email.
- Issue a donation receiptA donor wants a receipt? Here's how to issue it in the Studio for a specific payment, with a name and address that you check yourself.
More on “Representatives and donation receipts”
- Add the tax exemption noticeUpload the tax exemption notice (Freistellungsbescheid) from your tax office and enter the tax office, tax number, date, period and purposes. Our team reviews the details.
- Choose the receipt procedureIn the last step, you decide whether receipts are created as PDFs with the signature embedded or whether you print each one and sign it by hand.
- Offer donation receipts on the screenAfter a card payment, the screen asks whether the donor would like a donation receipt. They enter their details on their own phone and receive it by email.
- Revoke a donation receiptIf a receipt was issued incorrectly or the donation was refunded, revoke it, stating a reason. After that, there's no new one for the same payment.
- Change the tax number or tax exemption noticeThe tax number and tax exemption notice can still be changed. However, our team has to confirm every change again. Until then, no receipts are issued.
Still have questions?
Write to us at info@sadaqa-now.de and include the name of your community. That way we can help you as quickly as possible.