Stop matching EFT donations to donors by hand.
For bookkeepers and treasurers of Section 18A PBOs. We're talking to people who prepare donation data for SARS to learn what tax time really looks like, before we build anything.
Bank statement · creditsAug
04/08EFT CR N DLAMININomsa DlaminiR 1 000.00✓
11/08EFT CR THABO MThabo MahlanguR 250.00✓
17/08EFT CR DONATIONWho sent this?R 500.00?
25/08EFT CR SMITH MONTHLYA. SmithR 300.00✓
One line like this is easy. Hundreds of them in October are not.
What we keep hearing about
References that say nothing
Donors pay by EFT with "DONATION", a first name, or nothing at all, and someone has to work out who it was.
Tax numbers nobody collected
Donor tax reference numbers are needed for the submission, but most were never asked for when the money came in.
It all lands at once
Receipts, spreadsheets and the SARS file get pieced together in a rush before the deadline, often for several PBOs.
What a chat looks like
We want to understand how you handle donations today, what goes wrong, and what it costs you in time. There's no pitch and nothing to buy.
Book a 15-minute chat- 15 minutes on a video or phone call, at a time that suits you
- Nothing to prepare, just your experience of the last filing season
- Your answers stay confidential and are only used for this research
- We'll share what we learn across everyone we speak to, if you'd like it