Your donation is according to the certificate of donation beneficiary (Spendenbegünstigungsbescheid) § 4a Z. 3 and 4 EStG of the BMF (tax authorities Vienna 1/23) from June 12th 2009 tax deductible – even retroactively from Jan 1st 2009.
How to set your donation off against tax liability
You donate, as usual, to Heartkids Austria.
In the subsequent year you will receive a confirmation of all your donations from the previous years to be used as proof for the tax authorities (if requested).
You can claim up to a maximum of 10 % of your annual income of the previous year as special expenses. Based on your level of income, you will then get a part of the donated amount refunded.
This can be up to 50% of the donated amount.
What do you need for tax authorities?
For the years 2009 and 2010 you will have to have documented proof that includes the following information:
- Name of the organization that received the donation
- Name and Address of the donator
- Amount of the donation
As document of proof, a confirmation of payment from the bank (payment form or account statement) or a document stating your donation issued by the organization you have donated to will be sufficient.