XBert Type: Standard
​Accounting Software: Xero, MYOB, QuickBooks
​Country Restriction: AU only
​Risk Type: Tax Risk
​Business Function: Contacts

The "Donation against non-DGR entity" XBert detects donation transactions made to organisations that are not endorsed as Deductible Gift Recipients (DGRs) by the Australian Taxation Office (ATO). Donations to non-DGR entities are not eligible for tax deductions and could lead to compliance issues.

This XBert reviews donation-related bills over the past 12 months and checks if the recipient organisation:

If none of these criteria are met, an alert is triggered to warn that a potentially invalid tax-deductible donation has been recorded.

XBert checks each bill with expense allocations to accounts labeled "Donation." It matches the associated contact’s ABN against official ATO data. If the entity is not a:

…then the alert is triggered, highlighting the organisation and the amount donated.

Ruby donates $85 to her local football club by declining a refund on her unused membership. The club is not DGR-endorsed, so this donation cannot be claimed as a tax deduction.

Meanwhile, Gary donates his refund to the Australian Sports Foundation, a DGR-endorsed organisation. He receives a receipt and can legally claim the $85 deduction.

Had Ruby logged this in her accounting software expecting a deduction, it would have triggered this XBert to flag that the recipient is not eligible.

Xero, MYOB, QuickBooks

Australia only.

This XBert is part of the Bookkeeping Services category.

To ensure your donation records are compliant:

Keeping this information accurate helps maintain compliance and avoid penalties related to incorrect tax claims.