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Annual tax declaration

Pour :Administrateur

The annual tax declaration is the legal obligation to report to the tax authorities the total amount and number of tax receipts issued by your association during the year. Unisoft prepares this report automatically.

Access the report​

  1. 1

    Open the Payments module

    Sidebar → Payments.

  2. 2

    Select “Tax declaration”

    The tab displays the annual tax receipts report.

  3. 3

    Choose the year

    Select the relevant tax year in the selector at the top of the page. By default, the current year is shown.

Understand the report​

The report is organized into four sections.

General information​

IndicatorDescription
Total number of receiptsAll tax receipts issued during the year (active + canceled)
Maximum number assignedThe largest tax receipt number used (useful for administrative control)
Total declared amountSum of the amounts of all active tax receipts

Individual receipts​

Statistics for tax receipts issued to natural persons (members, individual donors):

  • Number of individual tax receipts
  • Cumulative amount of donations to individuals

This is the amount that must be declared in the main box of the annual tax declaration.

Business receipts​

Statistics for tax receipts issued to businesses (corporate sponsorship):

  • Number of business tax receipts
  • Cumulative amount of donations from businesses

To be declared separately in the corporate sponsorship section.

Canceled receipts​

List of tax receipts invalidated during the year (following a refund, an entry error, a modification):

  • Cancellation date
  • Number of canceled receipts
  • Link to the replacement tax receipt (if there is one)

Multi-organizations​

If your account manages several virtual organizations (for example a main association + a separate foundation), the report offers a tab per organization. You can generate the declaration for each one independently.

Download the report in XLSX format​

To keep the report or send it to your chartered accountant:

  1. 1

    Click on “Download tax receipts”

    At the top of the page, this button downloads an Excel file containing all tax receipts for the selected year.

  2. 2

    Open the file

    The file contains one sheet per category:

    • Individual receipts — detailed list with donor, amount, date, number
    • Business receipts — same for corporate sponsorship
    • Canceled receipts — list of invalidated tax receipts with reason
    • Summary — synthesis for the declaration

Make the declaration online (France)​

For French associations, the declaration is made on the official portal demarches-simplifiees.fr.

  1. 1

    Click on “Make my declaration online”

    The button redirects you to the demarches-simplifiees.fr portal pre-configured for the association declaration.

  2. 2

    Log in with FranceConnect

    Use your official digital identity (FranceConnect, impots.gouv.fr, etc.).

  3. 3

    Report the Unisoft amounts

    Enter the amounts exactly as shown in Unisoft:

    • Total declared amount (individuals)
    • Number of receipts
    • Business amount (if applicable)
  4. 4

    Attach the XLSX export if requested

    Some prefectures ask for the detailed file as an attachment — use the XLSX export generated earlier.

Declaration calendar​

DateAction
December 31End of the tax year — Unisoft freezes the figures
January-FebruaryInternal finalization, verification, correction of any errors
April-MayOnline declaration on demarches-simplifiees (deadline varies by prefecture)

Specific case: United Kingdom (Gift Aid)​

If your organization is registered in the United Kingdom, Unisoft displays an additional Gift Aid report:

  • List of donations eligible for Gift Aid
  • Amounts to declare to HMRC
  • Download of the form in compatible format

Going further​