Create donation receipt
Create a donation receipt under § 10b EStG as a PDF for a donation entry. Theatilo takes the donor’s name and address from the entry for you.
Web
Chöre›Chor›Kassenbuch›Buchungen›Buchung›Zuwendungsbestätigung
This feature is only available on the web.
Permission required: Cashbook – View cashbook
What is this?
The Donation Receipt (Zuwendungsbestätigung) is the receipt donors use to deduct their donation from their taxes. Theatilo creates it as a PDF under § 10b EStG for a single donation entry. The amount is also written out in words. The club details come from Settings > Donation receipts.
Requirements
- The entry is Income with a donation category and has not been cancelled.
- Under Donation receipts, at least Organization Name, Tax ID and Tax Office are filled in.
How to create a donation receipt
- Open Ensembles, choose your choir and go to Cash book > Entries.
- Open the donation entry and click Donation Receipt at the bottom. Or choose the item in the row’s ··· menu.
- Check Donor Name and Donor Address. Theatilo takes them from the entry’s counterparty and address. Both fields are required.
- Click Download PDF.
Permission
You need View cashbook.
Tips
- Record donations with New donation from the ··· menu. Then type and category are already set correctly.
- Enter the donor’s address when you record the entry or pick the donor from the address book, then the receipt is ready with one click.
Frequently asked questions
Why is the Donation Receipt item missing for an entry?▾
It only appears for income whose category has “Spende” or “Donation” in its name, such as the built-in “Spenden”, and only for entries that have not been cancelled.
Is the receipt saved or numbered?▾
No. Theatilo creates the PDF anew with every click and does not store it. Save the file yourself if you need to keep it.
Are there collective receipts or receipts for donations in kind?▾
No. Theatilo creates one receipt for a monetary donation per entry.
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