In Access Charity CRM payments are added to the Gift Aid claim if Tax Claimable is marked as Yes and the contact has an Active GAD.
Using this information it is possible to locate potential payments that have been entered wrong causing them to not show up on the Gift Aid claim.
This can be achieved by a report, however you will need to check the payments returned to individually to see if they are correctly set as Tax Claimable: No.
Click Quick Access, then click Reports.
Click New.
Using the entity search bar, add the Payment and Contact Entities.
From the Payment entity add the following fields, which are the minimum needed to identify the payments:
Batch Detail ID
Serial Number
Amount
Against the payment entity add a filter on Payment Date for between two appropriate dates, and add a filter to Income Type for 'Equals Donation'.
On the Contact entity add a filter on GAD / Tax Status (found in Fundraising) to Contains values and select Active.
Once this is done, the report is in a condition to be ran.
This will produce a report of all donation type incomes between the dates specified where the contact has and Active GAD but the payment has not been marked as tax claimable.
You can then use this list to review the payments in question and see if they could instead have tax claimed against them.