Israel: the yearly donor report for the Tax Authority
For Israeli institutions approved under section 46: download the donor list the Tax Authority asks for each year, as Excel, CSV or a printable Hebrew summary.
Before you start
- Receipts are set to Israel under Settings → Profile & branding → Receipt format.
- 1
Open the report
Go to Settings → "Israel: Tax Authority report".
- 2
Pick the tax year
Choose "Tax year (calendar year)" and press "Show". You see the receipts counted, donors, total in ₪, and "Donations without an ID number".
- 3
Fill in missing ID numbers
If some donations have no ID number, add them on each donor's profile (see "Enter Israeli ID numbers").
The ID number box on a person. - 4
Download
Press "Excel (for upload)". Also available: "CSV" and "Printable summary (PDF)".
- 5
Give it to your accountant
Your accountant submits it on the Tax Authority's website. Yahiv makes the file; it doesn't send it.
- 6
Download again later
Each download is noted ("Reported on … by …") with "download again".
Tips
- Voided and fully refunded receipts are left out; partial refunds are taken off.
- If your currency isn't shekels, amounts are converted at your ILS rate (the file says so).
If something isn't working
Some receipts are "not in the file because there is no shekel rate".
Add "ILS = …" under Profile & branding → Other currencies and download again.
The page asks you to choose Israel first.
Set "Receipts follow the rules of" to Israel under Settings → Profile & branding.