How do I issue a tax receipt for a donation?

Enter the association’s details once in Manage the club > Accounting > Tax receipts, then open the donation movement and tap Download (PDF) under Tax receipt. The receipt follows the French cerfa no. 11580 model and gets a sequence number the first time it is issued.

Caution

This feature implements the French tax receipt for donations. Only associations eligible for the donation tax reduction (articles 200 and 238 bis of the French tax code: charities or organisations of general interest, associations recognised as being of public utility) may issue tax receipts. A sports club is not eligible merely because it is an association. Issuing a receipt without being entitled to exposes the association to a tax fine: check your situation, if necessary with the tax authorities (rescrit).

1. Enter the association’s details

1. In Manage the club > Accounting, tap Tax receipts.
2. Check the Association section: Name of the association, RNA or SIREN number, Address of the association, Postal code, City, Purpose of the association (as stated in the statutes). Name, address and signatory are pre-filled from the club’s profile.
3. Under Eligibility, choose Charity or organization of general interest or Association or foundation recognized as being of public utility; in the latter case, enter the Date of the public utility decree.
4. Under Signatory, enter the First and last name and the Title (president, treasurer…).
5. Tap Save.

All fields marked Required must be filled in. If any are missing, the app says so when you save: receipts cannot be issued yet.

2. Record the donor’s address

The donor is the movement’s Customer. Open them in Manage the club > Accounting > Customers and fill in their Address, Postal code and City, then tap Save. Create one customer per donor: the receipt is made out to the movement’s customer.

3. Enter the donation and download the receipt

1. In the financial year, add or open the donation’s Revenue movement, with the donor as Customer (see How do I record revenue or an expense?).
2. Turn on Is a donation.
3. Choose the Nature of the donation:
   • Cash donation, then the Payment method of the donation: In cash, Bank check or Transfer, direct debit, credit card;
   • Waiver of expenses by a volunteer;
   • Donation in kind.
4. Tap Save.
5. Reopen the movement and tap Download (PDF) under Tax receipt.

The button only appears on a movement that has already been saved; if you have just changed it, save it first.

If information is missing

The receipt is not issued while a mandatory item is missing. The Tax receipt incomplete window lists what is missing (association details, Address of the donor, Payment method of the donation) and offers Complete the association or Complete the donor to go straight there.

The sequence number

When first issued, the receipt gets a number such as 2026-001: the year of the donation, then a number following the receipts the club has already issued for that year. The number then appears under Tax receipt (No.). If you download the receipt again, it keeps the same number.

What the receipt contains

The PDF, written in French, follows the sections of cerfa no. 11580: beneficiary (name, RNA or SIREN, address, purpose, eligibility), donor (name and address), amount in figures and in words, date of the donation, form, nature and payment method, place and date of issue, signatory’s name and title. Print it and have it signed before handing it to the donor.

Donations also appear in the balance sheet (donations received) and with the Donation badge in the list of movements.