IT3(d) · Tax year 2025/2026
Every receipt you issue, in the shape SARS expects.
Section 18A certificates your donors can claim, and an IT3(d) submission file checked against the SARS spec before it leaves your hands.
Free to set up. Billing starts when you go live — R675 a month or R6 750 a year.
- 1 240 receipts across 1 118 donors
- No duplicate certificate numbers
- Exemption reference presentField 313
- Every individual donor has an ID numberField 412
GH|I3D2026053114220|L|I3D|HTTPSRE|930001234|Masakhane Community Trust|ASSOC_NOT_FOR_GAIN|NDE|001|8506155012087|MOKOENA|THANDEKADR|MAS-2026-00417|CASH|2025-11-14|12500.00T|1240|4183500.00- 1 Mar — 28 Feb
- The tax year a donation falls into. A gift on 1 May 2025 belongs to the 2026 tax year, not 2025.
- 31 May · 31 Oct
- Two IT3(d) submission deadlines — the annual return and the bi-annual one. Most organisations only know about the first.
- 50
- Certificates per IT3-01D form when you capture by hand on eFiling. Past that, SARS wants a file.
Deadlines and limits per the SARS Section 18A and IT3(d) third party data requirements. SARS has extended deadlines before — check the current year before you plan around a date.
Your organisation, entered once
- Exemption reference (PBO)
- Field 313
- Income tax reference
- Field 312
- Registered and trading name
- Fields 307, 308
- Nature of person
- Appendix A
- Contact number and email
- Fields 327, 328
- Logo, signature and signatory
- On the certificate
Certificate numbers are minted per organisation, per tax year, in a sequence you control — MAS-2026-00417. Nothing is reused, which is what keeps the duplicate check below meaningful.
Donors, with the details a deduction depends on
- Individual
- SA ID number
- 001
- Company or NPC
- Company registration number
- 004
- Close corporation
- CK number
- 004
- No SA ID on file
- An internal identification number stands in
- 009
Import what you already have
Bring donors and donations in from a spreadsheet or a bank statement rather than retyping a year of records.
Let donors register themselves
A branded public form feeds straight into your donor list, with new sign-ups held for review before they land.
Donors fetch their own certificates
They sign in with a link sent to their email — no password — to see their giving history and download certificates.
Take donations on the site you already have
Two lines on your existing Wix or WordPress page, no rebuild.
<div id="hopely-donate"></div>
<script src="https://hopely.co.za/embed.js" data-org="your-org"></script>The certificate, with every field that makes it valid
Masakhane Community Trust
NPO – REG NO 123-456 NPO
PBO: 930001234
Section 18A Tax Certificate
Ref no: MAS-2026-00417
Issued to
Thandeka Mokoena
ID no: 8506155012087
- Amount
- R12 500.00Twelve Thousand Five Hundred Rand only
- Nature
- Cash — EFT
- Date
- 14 November 2025
- Tax year
- 2025/2026
We hereby confirm that no goods or services were provided in exchange for this donation.
Issued in terms of Section 18A of the Income Tax Act, No. 58 of 1962. The donation has been or will be applied solely towards approved public benefit activities listed in Part II of the Ninth Schedule to the Act.
The issuing organisation and its PBO number
Without Section 18A approval, a certificate is worthless for tax.
A unique certificate reference number
Sequential per organisation and tax year. Duplicates fail the file.
The donor's full name and identifying number
ID number for individuals, registration number for companies.
The amount, in figures and in words
Written out automatically — "Twelve Thousand Five Hundred Rand only".
Whether the donation was cash or in specie
Goods donations are blocked until you describe the items.
The date the donation was made
Which also settles the tax year it belongs to.
A statement that nothing was given in exchange
The wording is fixed, and prints on every certificate.
Certificates go out by email from your own address, as a PDF, one at a time or in a batch. A donor can never unsubscribe from their own certificate — that stays transactional, however firmly they have opted out of your newsletter.
The check that happens before SARS sees it
Errors block generation. Warnings do not — SARS accepts the file with a conditional field missing, so that call stays yours.
“SARS will reject an entire file under the following conditions: File is corrupt, i.e. the file could not be read; File fails structure validations…”
Fix it where it broke
Every error names the donor, the certificate and the BRS field, and links to the record that needs the missing value.
Generate stays disabled
You cannot produce a file while an error stands. The button unlocks when the last one clears.
Issued nothing this period?
You still have to file. Hopely produces the null declaration, which SARS requires so nobody can claim against your PBO number.
Upload it and you are done
Out comes IT3d_930001234_2026.txt, ready for eFiling or the HTTPS channel.
Hopely generates the submission file. Filing it with SARS, and the declaration that goes with it, stays with your organisation.
One plan, per organisation
No tiers and no per-donor pricing — an organisation with 4 000 donors pays what one with 40 pays. Set up your organisation and look around at no cost; billing starts when you go live.
- Unlimited donors
- Unlimited Section 18A certificates
- IT3(d) validation and file generation
- Donation tracking and submission review
- Invoices, receipts and appreciation letters
- Branded donation pages and donor portal
- Newsletters and automated reminders
- Multi-user team access
Ask us anything first
Whether Hopely fits how your organisation already works, what moving a year of records looks like, or what happens if your Section 18A approval is still pending — send a message and we'll answer properly.
Start with the tax year you're in
Set up your organisation, bring in the donors you already have, and issue your next certificate from Hopely instead of a template.