When entering your donation tax receipt(s) please pay special attention to the ‘Receipt Date’ field.

Rather than simply entering the date on the donation tax receipt provided by the school, you enter the end date for the tax year that the donation applies to. In most cases that will be 31 March 20XX – for example 31 March 2025.

Taking a moment to enter these dates correctly, especially if you are going back 4 years, will ensure smooth approval and payment from the IRD.