Gift Aid Claim
Set up gift aid claims and troubleshoot issues.
By Cristiana1 author13 articles
- Make a Gift Aid ClaimFollow these steps to claim or resubmit a gift aid, as well as resolving the issue of having a gift aid claim refused by HMRC because the person's details were…
- View validation errors on a Gift Aid ClaimThis article explains where to find Gift Aid validation errors when a claim won’t send to HMRC.
- Return over-claimed Gift Aid amounts to HMRCFollow these steps to reverse a Gift Aid claim.
- Gift Aid claim adjustmentsAdjustments within a Gift Aid claim are needed when the total value of a donation results in the generated Gift Aid payment is rounding its data.
- Update your HMRC online credentialsFollow these steps to update your HMRC online credentials.
- Gift Aid claim validation on declarationsThis article provides a list of checks the system makes when you submit a Gift Aid claim.
- Claim Gift Aid on sponsorship
- Locate missed Gift Aid paymentsThis article explains how to report on donation payments that may have been incorrectly excluded from a Gift Aid claim for review.
- Contact with Gift Aid has changed addressManage Gift Aid declarations when a contact changes their address.
- Exclude specific records from a gift aid claimChoose which contacts, groups, or saved searches to exclude from your gift aid claim before submitting it.
- Gift Aid addressesFollow these steps to run a report of the GAD addresses that are different from the donor's address.
- Export donations included in a Gift Aid claimFollow these steps to export a list of donations that were included in a Gift Aid claim.
- View the Gift Aid claim for a paymentFind out which Gift Aid claim included a specific payment for a contact, and see related claim details.