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Tax receipts for subscriptions

Pour :Administrateur
Preview: Tax receipts for subscriptions

For a one-off donation, the tax receipt is generated once. For a subscription, two modes coexist: a receipt per direct debit (the default), or an annual cumulative summary. This page explains how each one works and how to configure them.

Mode 1: one receipt per direct debit​

This is the default mode. At each successful direct debit, Unisoft automatically generates an individual tax receipt in the donor's name, electronically signed, and sends it by email.

Conditions​

The individual receipt is generated if all the conditions are met:

ConditionDetail
Option enabledThe subscription has the Tax receipt box checked
Identified donorContact with first name, last name and email
Sufficient amountAbove the threshold defined by your organization (15 € by default)
Eligible organizationYour association is authorized to issue tax receipts
Successful direct debitThe child payment is in Validated status

Practical consequence​

A monthly donation of 50 € over 12 months generates 12 distinct tax receipts during the year. The donor receives an email each month with their receipt as attachment, and can find them all in their personal area.

Mode 2: annual cumulative summary​

In addition to the monthly mode (or instead, depending on the configuration), Unisoft can generate an annual summary: a single PDF document at year end that groups all the donor's direct debits for the elapsed year.

Activation​

The Annual cumulative tax receipt option is checked at the time of creating a subscription. Once checked:

  • Each individual direct debit continues to generate its monthly receipt (unless you uncheck the Individual tax receipt option)
  • At year end (generally after the last direct debit of the calendar year), Unisoft generates an annual summary cumulating all amounts
  • The summary is sent by email and available in the personal area of the donor

Difference with the monthly receipt​

CriterionMonthly receiptAnnual summary
Number of documentsOne per direct debit (12 for a monthly donation over 1 year)One single one for the year
Use for the donorMonthly trackingSimplified annual tax declaration
GenerationAt each direct debitAt end of calendar year
ContentDirect debit amountCumulative total + monthly detail

Behavior in case of refund​

When a direct debit from a subscription is refunded, Unisoft:

  • ✅ Cancels the corresponding monthly receipt
  • ✅ Records this canceled receipt in the tax declaration
  • ✅ If an annual summary is generated afterwards, it will exclude this direct debit from the cumulative total

The donor is automatically informed of the cancellation by email.

Donor's personal area​

The donor can access all their receipts from their personal area on your public site:

  1. Login to their account
  2. My donations or My tax receipts section
  3. List of all receipts (monthly and annual) with PDF download

This is particularly useful for donors who want to prepare their tax declaration without having to ask you.

Special case: subscription without tax receipt​

A subscription can be configured without a tax receipt in several cases:

CaseWhy no receipt?
Membership fee for a serviceA membership fee with consideration does not give a right to deduction
Anonymous donationNo donor identity, so no nominative receipt possible
Non-eligible organizationIf your association is not authorized
Donor's choiceSome donors do not wish to receive a receipt

In these cases, uncheck the Tax receipt option at creation time — the subscription continues to work normally, but no receipt is generated.

Change the mode after creation​

If you want to change the mode of an existing subscription (move from no-receipt to with receipt, or the reverse):

  1. Cancel the current subscription
  2. Create a new subscription with the desired configuration

It is not possible to modify the Tax receipt option of an in-progress subscription without recreating it.

Going further​