If a donation cannot be claimed against it will have a reclaim status of Error and be excluded from the claim. To find out what the error is use the column selector button - highlighted in yellow below - to include the ErrorDetails column - as shown in green - this will enable you to find out what the problem is.
Once you have corrected an error the donation error details will be updated when the claim has been refreshed manually or as part of the overnight refresh of the Active Claims tab.
Any donations with errors in the Ready Claim will not be submitted as part of the claim to HMRC. Instead, when the Ready Claim is submitted, the donations with errors will be passed back to the Active Claim and any corrections get applied to them there ready for the next submission.
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The first line of the address can be up to 40 characters long - both house number or building name and street road name (see below) are included in the submission to HMRC so together these must be within the 40 character limit.
You can move address information into the 2nd address line to keep within the 40 character limit.
The postcode must be a valid UK postcode
The address line is missing on the constituent profile and will need to be added
Problems with the taxpayer title and name must be corrected on the Gift Aid Declaration on their timeline, rather than on their profile.
The details can be found in the GAD in the Tax Payer section as highlighted below:
The taxpayer's title can contain up to 4 letters but no punctuation - i.e. Mrs is ok but Mrs. is not.
There should not be trailing spaces either.
This is the title on the Gift Aid Declaration not the title found on their profile
Forenames or Surnames can contain up to 35 characters
The Last Name is missing on the constituent profile and/or Gift Aid Declaration
The automated Gift Aid Claims process is a Professional-only feature. Essential subscribers, please contact us to find out more about upgrading.