SARS Donation Tax Return Form

Simplify Your SARS Donation Tax Return with Paperform

Declaring donations to the South African Revenue Service (SARS) doesn't have to be complicated. This SARS Donation Tax Return Form template is designed specifically for South African taxpayers who need to report donations made during the tax year, complete with asset valuations, recipient information, and automatic exemption calculations.

Whether you're a tax practitioner managing multiple clients, a financial advisor assisting with tax compliance, or an individual taxpayer navigating donation tax obligations, this form streamlines the entire process. It captures all required information for SARS submissions while calculating your donation tax liability in real-time, helping you understand your obligations before filing.

Built for South African Tax Compliance

This template addresses the unique requirements of South African donation tax regulations, including the annual R100,000 exemption threshold, asset valuation requirements, and proper documentation of recipients. The form automatically calculates whether your donations exceed the exemption limit and computes the applicable 20% donations tax on amounts above the threshold.

With conditional logic built in, the form adapts based on the type of donation—whether cash, property, shares, or other assets—ensuring you provide the right valuation information for each donation type. This reduces errors and ensures SARS compliance from the start.

Automate Your Tax Workflow with Stepper

Once you've collected donation information, you can use Stepper to automate your tax preparation workflow. Route submissions to your accounting software, generate summary reports for tax returns, send confirmation emails to clients, or create audit trails—all without manual data entry.

For tax practitioners and financial advisors, this means you can efficiently manage multiple clients' donation declarations, automatically flag submissions requiring follow-up, and maintain organized records for SARS audits.

Professional, Secure, and Compliant

Paperform is SOC 2 Type II compliant and trusted by thousands of professional services firms worldwide. With secure data handling, custom branding options, and the ability to generate PDF records of each submission, you can confidently use this form for sensitive tax information.

The form can be embedded on your practice website, shared directly with clients, or used internally as part of your tax preparation process. Customize the branding, add your firm's logo, and modify questions to match your specific workflow needs—all without writing a single line of code.