How can I generate tax-compliant donation reports in Zoho ERP?

Zoho ERP simplifies tax-compliant reporting by capturing all statutory details at the time you record a donation. Information such as donor identification, payment mode, donation amount, and the applicable income tax section (for example, Section 80G or other relevant sections) is saved. Using this data, you can generate compliance-ready reports such as the Form 10BD and the Voluntary Contribution (Schedule VC) report directly from the Reports section, reducing manual effort and minimizing errors.

Here’s how you can do this:

• Log in to your Zoho ERP organization.
• Go to Reports on the left side bar.
• Select Taxes under Report Category.
• Select the report you’d like to generate.

In the reports, you can apply the required filters and generate the report for the selected period.