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This document serves as an Annual Donation Statement required under Section 24(1A) of the Electoral Act 1997, detailing donor information, the total value of donations made during the specified period, and the nature of those donations along with recipient details. It also includes provisions for a statutory declaration by the donor and a witness.
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How to fill out annual donation statement template

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How to fill out annual donation statement

01
Gather all receipts and records of donations made throughout the year.
02
Organize donations by date and recipient organization.
03
Determine the total amount donated to each organization.
04
Fill out the annual donation statement form with your personal information.
05
List each organization to which donations were made, along with the corresponding amounts.
06
Include any additional required information, such as the date of each donation.
07
Review the information for accuracy and completeness.
08
Submit the completed annual donation statement by the required deadline.

Who needs annual donation statement?

01
Individuals who want to claim tax deductions for charitable contributions.
02
Nonprofits and charitable organizations that need to provide donors with documentation of their contributions.
03
Accountants and tax preparers assisting clients with tax returns.
04
Donors who want to keep track of their charitable giving for personal records.

What is Annual Donation Statement Form?

The Annual Donation Statement is a document needed to be submitted to the specific address in order to provide some info. It needs to be completed and signed, which is possible manually, or by using a certain solution e. g. PDFfiller. It helps to complete any PDF or Word document directly from your browser (no software requred), customize it according to your needs and put a legally-binding e-signature. Right after completion, you can send the Annual Donation Statement to the relevant person, or multiple recipients via email or fax. The blank is printable too from PDFfiller feature and options offered for printing out adjustment. In both electronic and physical appearance, your form will have got organized and professional outlook. It's also possible to turn it into a template for later, without creating a new file from scratch. All you need to do is to customize the ready sample.

Template Annual Donation Statement instructions

Once you are about to begin submitting the Annual Donation Statement fillable template, you need to make clear all required data is prepared. This part is important, as long as mistakes can result in unpleasant consequences. It is really annoying and time-consuming to re-submit forcedly an entire blank, not to mention penalties came from blown deadlines. To cope the figures takes a lot of attention. At first glimpse, there’s nothing complicated about this task. However, it's easy to make a typo. Experts advise to save all required information and get it separately in a different file. When you've got a sample so far, you can just export that content from the file. In any case, all efforts should be made to provide actual and valid information. Check the information in your Annual Donation Statement form twice when filling out all required fields. In case of any mistake, it can be promptly fixed with PDFfiller editor, so all deadlines are met.

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An annual donation statement is a document provided by charitable organizations to donors, summarizing the total contributions made during a specific tax year.
Organizations that receive tax-deductible donations from individuals are required to file annual donation statements.
To fill out an annual donation statement, organizations must gather all donation records, list donor names, donation amounts, and ensure the statement includes relevant tax identification numbers.
The purpose of the annual donation statement is to inform donors of their total contributions to the organization, which they may use for tax deductions.
The annual donation statement must report the donor's name, address, total amount of contributions, date of each contribution, and the organization's tax identification number.
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