For a donation to appear on a Gift Aid claim the following must all apply:
- The donor must have a first line of address
- The donor must have a valid postal address
- The donor Title must less than 4 characters in length (e.g 'Master' or 'Mrs.' would fail, or there may be erroneous spaces after the Title causing the failure)
- The donor must have a Gift Aid Declaration that
- is not canceled
- has a valid tax payer title, first & last name
- has been confirmed if needed - see this
- The Transaction must have
- Can Recover Tax set to yes - see this
- Date Paid is
- within 4 years of the end of the financial year you received it in
- on or after the gift aid declaration start date
- on or before the gift aid declaration end date
- Product is gift aid-able - see this
- Payment method is gift aid-able - see this
- Must not have been previously claimed
- Not been set to not to claim Gift Aid as part of a Transaction upload
The automated Gift Aid Claims process is available with Starter, Professional and Enterprise plans. Essential subscribers, please contact us to find out more about upgrading.
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