How To Apply For PBO And Section 18A: A Step-By-Step Guide For NPOs And NPCs

Original price was: R750,00.Current price is: R199,00.

This is an online course and step-by-step training resource offered by Next Generation Accountants aimed at helping non-profit organisations (NPOs) and non-profit companies (NPCs) in South Africa understand and successfully apply to SARS for two important approvals:

  1. Public Benefit Organisation (PBO) status
  2. Section 18A approval (allowing tax-deductible donation receipts)

Instead of hiring an accountant or tax specialist, this guide teaches you how to do it yourself with practical instructions and examples.

📌 What You’ll Learn in the Course

By following this course, you should be able to:

✅ Understand the requirements for applying for PBO and Section 18A status
✅ Complete the official SARS application forms from start to finish
✅ Know what to do if your organisation is newly registered, hasn’t yet operated, or doesn’t have financial statements
✅ Book and prepare for your SARS appointment properly
✅ Upload the required documents to SARS
✅ Organise all your documents so they’re easy for SARS to review
✅ Understand what happens after you’ve submitted your application

It includes tools like downloadable resources and step-by-step video tutorials that you can go through at your own pace.

Category:

This is an online course and step-by-step training resource offered by Next Generation Accountants aimed at helping non-profit organisations (NPOs) and non-profit companies (NPCs) in South Africa understand and successfully apply to SARS for two important approvals:

  1. Public Benefit Organisation (PBO) status
  2. Section 18A approval (allowing tax-deductible donation receipts)

Instead of hiring an accountant or tax specialist, this guide teaches you how to do it yourself with practical instructions and examples.

📌 What You’ll Learn in the Course

By following this course, you should be able to:

✅ Understand the requirements for applying for PBO and Section 18A status
✅ Complete the official SARS application forms from start to finish
✅ Know what to do if your organisation is newly registered, hasn’t yet operated, or doesn’t have financial statements
✅ Book and prepare for your SARS appointment properly
✅ Upload the required documents to SARS
✅ Organise all your documents so they’re easy for SARS to review
✅ Understand what happens after you’ve submitted your application

It includes tools like downloadable resources and step-by-step video tutorials that you can go through at your own pace.

💡 Why You Need PBO and S18A

In South Africa:

  • PBO status is a tax-exempt recognition from SARS for organisations doing public benefit work. So, your organization will not pay tax.
  • Section 18A approval lets your organisation issue receipts that let donors claim a tax deduction on donations, which can make fundraising easier and more attractive.

Getting these approvals isn’t always straightforward — there are specific forms, documents, and compliance steps that SARS requires. This course is designed to make that process simpler and more achievable without large professional fees.