Viewing or Downloading a Gift Aid Claim


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.


1 comment
  • 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.

Please sign in to leave a comment.
Powered by Zendesk