After your gift aid claim has been submitted to HMRC it can be viewed and downloaded from the Previous Claims tab under Financial > Gift Aid - see screenshot below.
Go to the Previous Claims tab, select the claim you want to view - the claim will be shown - you can download the claim by pressing the download button (the cloud with the down arrow)
The available fields in the report consist of:
- TaxPayer
- Payment Date
- Product
- Payment Method
- Department
- Fund
- NetAmount
- ToBeReclaimed
- TaxRatePercent
- ErrorDetails
- ReclaimStatus
- Constituent HouseBuildingNumber
- AddressLine1
- AddressLine2
- Town
- County
- Country
- PostalCode
- ConstituentNumber
The automated Gift Aid Claims process is a Professional-only feature. Essential subscribers, please contact us to find out more about upgrading.
Comments
The reporting is lacking the Gift Aid reference and the totals that HMRC online portal produces. There could also be GA reporting in Lists to show the headline information for a GA claim including totals and reference and in addition the detailed line by line of claims.