Understanding Section 18A Tax Receipts

Understanding Section 18A Tax Receipts

ALTIVOSponsor Management

This article explains Section 18A of the South African Income Tax Act, how Altivo generates Section 18A reference numbers automatically, what the prerequisites are, and what the current limitations are for PDF receipt generation.

Sponsorships > Section 18A

What is Section 18A?

Section 18A of the South African Income Tax Act allows individuals and companies to deduct donations to approved Public Benefit Organisations (PBOs) from their taxable income. If a sponsor donates cash to a school with PBO status, they can claim a tax deduction.

What are the prerequisites?

  1. The school must have a PBO number set in School Profile

  2. The sponsorship must include at least one Cash contribution (Goods and Services do not qualify under SA tax law)

When both conditions are met, Altivo automatically generates a Section 18A reference number when the sponsorship is saved.

What format does the reference number use?

Format: 18A-{PBO number}-{tax year}-{sequence}

Example: 18A-930044821-2026-0001

  • 18A - fixed prefix

  • 930044821 - the school's PBO number

  • 2026 - the South African tax year (1 March 2025 to 28 Feb 2026 = tax year 2026)

  • 0001 - sequential number per school per tax year, resetting each year

The SA tax year runs 1 March to 28/29 February. The year label uses the ending year: March 2025 to February 2026 = tax year 2026.

What does Altivo currently support?

FeatureStatus
Generate reference numbers automaticallyAvailable now
Display reference on sponsorship recordsAvailable now
Generate PDF receipt documentPlanned for future release
Submit receipts to SARSNot in scope

Important rules

  • References are immutable - once generated, they cannot be changed or reused

  • Goods and services never qualify, even if part of the same sponsorship as a cash contribution

  • Adding a PBO number does not retroactively generate references for existing sponsorships

  • The school is responsible for compliance with SARS requirements

How do I set up my PBO number?

  1. Go to School Profile in the sidebar

  2. Enter your PBO number in the PBO Number field

  3. Click Save

Frequently asked questions

There is no Section 18A reference on my sponsorship. Why?

Check both conditions: (1) your school has a PBO number set in School Profile, and (2) the sponsorship includes at least one contribution with type set to Cash. Both must be true.

References are not being generated even though we have a PBO number. What should I check?

Verify the PBO number in School Profile has no spaces, dots, or extra characters. It should be numbers only. Also confirm the contribution type is set to Cash (not Goods or Services).

A sponsor wants a receipt for their goods donation. Can we issue one?

Under South African tax law, only cash donations to approved PBOs qualify for Section 18A receipts. Goods and services donations do not qualify, regardless of their value.

We added a PBO number after recording some sponsorships. Will those get references?

No. Adding a PBO number does not retroactively generate references for existing sponsorships. Only sponsorships created or updated after the PBO number is set will receive a reference.

Last updated: March 2026  |  Version 1.0

© Copyright d6 group (Pty) Ltd.
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