Attract More Donors
Corporate and individual donors want tax deductions. If you cannot issue a Section 18A certificate, you are at a disadvantage. Getting this status is the most effective fundraising tool available.
- Application to SARS Tax Exemption Unit (TEU)
- PBO Registration (Tax Exempt Status)
- Section 18A Approval (Donor Deductions)
- Drafting of compliant Founding Documents
- Annual NPO Tax Returns (IT12EI)
The Benefits
Why go through the strict application process?
Zero Tax
Once approved as a PBO, your organization pays no Income Tax on donations, grants, or investment income.
Donor Incentives
With Section 18A approval, donors can deduct up to 10% of their taxable income by donating to you.
Credibility
PBO status is a mark of governance. It shows funders that you are regulated by SARS and have passed their strict vetting.
Application Workflow
Constitution Review
We review your NPO constitution or Trust Deed. It MUST contain specific clauses required by SARS to qualify.
Application Compilation
We prepare the EI 1 application form, narrative of activities, and financial undertakings.
TEU Submission
Who submit to the specialized Tax Exemption Unit. This process takes 3-6 months depending on SARS backlog.
Certification
You receive your PBO Reference Number and Section 18A letter, allowing you to start issuing certificates.
Who Needs This?
The Charity
Feeding schemes, orphanages, or animal shelters. You need Section 18A so corporates will donate to you for their own tax breaks.
The School / Church
Schools and religious bodies qualify for tax exemption (PBO) but often not Section 18A (depends on specific activities).
The Association
Industry bodies or HOAs. You might not be a PBO, but you can still be a tax-exempt 'Recreational Club' or 'Association of Persons'.
How We Work
We believe good accounting starts with structure and consistency. Our approach is designed to give business owners clarity without unnecessary complexity.