Tax receipts

Pour :Administrateur

The tax receipt is the official document that allows a donor to deduct their donation from their taxes. Unisoft automatically manages the generation, sending and tracking of all your tax receipts, in compliance with the regulations applicable to your organization.

What is a tax receipt?

A tax receipt attests to a donation made to an association eligible for tax deduction. Depending on the country of your organization, it takes the form of:

• France: official form CERFA n° 11580
• United Kingdom: Gift Aid declaration
• Israel, USA, other countries: local receipt compliant with regulations

A tax receipt contains:

• The donor identity (individual or company)
• The deductible donation amount
• The date of the payment
• The details of your organization (name, address, legal identifier)
• A unique receipt number
• The type of donation (monetary, in kind)
• An electronic signature authenticating the document

Automatic generation

In the majority of cases, you have nothing to do: Unisoft automatically generates and sends the tax receipt as soon as a payment is validated.

Conditions for automatic generation

Condition	Detail
Identified donor	The payment must be attached to a contact with last name, first name and email
Sufficient amount	The amount must exceed the threshold defined by your organization (usually 15 €)
Eligible organization	Your association must be registered for tax deduction
Option enabled	The payment must have the Generate a tax receipt option checked

What happens automatically?

1. The tax receipt PDF is created with all information
2. The PDF is electronically signed
3. An email is sent to the donor with the PDF as attachment
4. A copy is kept in Unisoft, accessible from the payment profile

Add a forgotten tax receipt

If a payment didn't automatically generate a tax receipt (for example because the option wasn't checked at entry):

1. 1

   Open the payment Edit menu

   In the list, click on the pencil icon on the right of the line.

2. 2

   Click 'Add a tax receipt'

   The option appears if no receipt yet exists for this payment for the concerned year.

3. 3

   Check the information

   Unisoft pre-fills the form with the payment data. Check that:

   • The donor is correct
   • The taxable amount corresponds to the amount to be deducted
   • The date is exact
4. 4

   Validate

   The receipt is generated, signed, and sent by email to the donor.

Edit an existing tax receipt

You can modify a receipt already issued if you detect an error (incorrect declared amount, incorrect donor info).

1. 1

   Open the payment Edit menu
2. 2

   Click 'Edit the tax receipt'
3. 3

   Adjust the fields

   You can modify:

   • The taxable amount (if you want to declare a different amount from the payment, for example to exclude fees)
   • The donor information (name, address, individual/company type)
4. 4

   Validate

   Unisoft generates a new PDF with the updated information. The donor automatically receives the corrected receipt by email.

You can adjust the taxable amount and the donor information.

Regenerate on the total amount

Typical case: a 200 € payment has a receipt for only 150 € (for example because part corresponded to a non-deductible counterpart, which has since been canceled). You want to regenerate the receipt on the total amount of 200 €.

1. 1

   Open the payment Edit menu
2. 2

   Click 'Regenerate on total amount'

   This option only appears if the existing receipt has an amount lower than the payment amount.

3. 3

   Confirm

   Unisoft cancels the old receipt (which will appear in the canceled receipts of the tax declaration) and issues a new receipt for the total amount of the payment.

4. 4

   The donor is notified

   An automatic email informs the donor of the update, with the new receipt as attachment.

Resend a tax receipt by email

If a donor has lost their receipt or didn't receive it:

1. 1

   Open the payment Edit menu
2. 2

   Click 'Resend the tax receipt'

   The option appears if a receipt exists and an email is associated with the contact.

3. 3

   Confirm

   Unisoft resends the PDF of the receipt to the donor's email address. No new receipt is created — it's the same document that is reshipped.

Tax receipts for companies

If the donation comes from a company, the receipt must be issued in the name of the legal entity and not of a physical person.

At payment entry

1. When creating the donor contact, check Type: Professional
2. Fill in:
   • Company name (name of the company)
   • Company ID (tax identification number)
   • Billing address

The receipt will automatically be issued in the company's name, with the right regulatory header.

For an already issued receipt

If a receipt was issued by mistake in the name of an individual when it should have been in the company's name:

1. Modify the contact to switch to Type: Professional
2. Edit the tax receipt to update the information

Tax receipts and refunds

When a payment is refunded (see Refund a payment), Unisoft automatically cancels the associated tax receipt:

• The receipt goes to Canceled status
• It appears in the Canceled receipts section of the tax declaration
• An email can be sent to the donor to inform them of the cancellation

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Important for the declaration

Canceled tax receipts must be declared to the tax administration (specific form). Unisoft keeps track to facilitate this declaration.

Cases where the receipt is not generated

Case	Reason
Payment imported automatically	No automatic receipt for imported payments (e.g. bank reconciliation)
Amount below threshold	The threshold is defined by your organization
Anonymous donor or without email	Impossible to generate a named receipt
Non-eligible organization	If your association is not authorized to issue tax receipts
Option not checked	The administrator didn't enable the option at entry
Receipt already existing for the year	One receipt per payment and per fiscal year

Download and archiving

To download a tax receipt PDF:

1. Open the detail of the payment (eye icon in the list)
2. In the Tax receipt section, click on Download PDF

To download all receipts of a year at once, see Tax declaration.

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Receipt format according to your country

For French associations, the tax receipt corresponds to the official form CERFA n° 11580. For other countries, the format follows local regulations (Gift Aid in the United Kingdom, Israeli receipt, etc.).

Go further

• Annual tax declaration — legal report and export
• Add a payment — entry with tax receipt
• Refund a payment — impact on the receipt