How to complete a Gift Aid claim from within Donorfy. This feature is only available on a Professional Plan.
My Gift Aid Claim is not automatically being sent
If your Gift Aid Claim is not being automatically sent each month, it may be because the Submit Gift Aid Claims to HMRC setting is switched to No. If you set this to Yes, then you will be able to submit the pending claim in the Ready to Claim t...
Gift Aid - Getting Started
To get started claiming Gift Aid with Donorfy you need to register with HMRC to use 'Charities Online' - see this page for more information. Once you have registered HMRC will provide you with a sender id and password in Donorfy go to Financial > ...
How is a Gift Aid Claim compiled and submitted? Eligibility explained.
Every night Donorfy will update your active Gift Aid claim - eligible Transactions are automatically added to the active claim. Eligibility For this to happen, the following conditions must always be satisfied: The Constituent must have an active...
Checking Gift Aid Sign On Details
If you have completed your gift aid settings - using the Settings tab under Financial | Gift Aid - you can check your sign on details are valid by clicking on the Test Sign On button You also need 'Charities Online' added to your HMRC account...
Preventing Gift Aid Claims against certain products or payment methods
If you have a product or payment method that you are not allowed to reclaim tax against you should Find the product or payment method in Settings Make sure Potentially Gift-able is set to No - as shown below
Reversing a Gift Aid
If you have reclaimed tax against a donation and later need to reverse the claim against that donation you should open the Gift Aid claims area under Financial > Gift Aid > Previous Claims Find the donation/s in your previous claim and the constit...
Correcting Errors in Gift Aid Claims
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 sho...
Gift Aid - Frequently Asked Questions
Gift Aid FAQs How do I import donations against which I cannot claim Gift Aid? You can import donations with the option to be excluded from Gift Aid claims. Use the donations worksheet in the data preparation template to do this and set the donati...
HMRC rejected a claim - Authentication Failure
If you receive a message stating that there has been an Authentication Failure it may be due to one, or more, of the below items from within your Gift Aid Settings tab. Check through the list below, correct as required. Is your organisation regi...
HMRC rejected a claim - Finding the reason
After your claim is submitted to the HMRC it will be processed by the HMRC - occasionally, at this stage, it may be rejected. To find out why your Gift Aid claim has been rejected go to Finance > Gift Aid > Previous Claims and select the rejected ...
Why doesn't a donation appear on my gift aid claim?
For a donation to appear on a Gift Aid claim the following must all apply: The donor must have valid a postal address The donor must have a Gift Aid Declaration that is not canceled has a valid tax payer title, first & last name has been confi...
Moving an Active Claim to Ready to Claim
The feature is automated - so generally you do not need to do anything, however, if you would like to move the current Active Claim amount to the Ready to Claim tab in order to then perform a manual submission, all you need to do is: From Financia...
Gift Aid Small Donations Scheme
The Gift Aid Small Donations Scheme (SDS) allows you to reclaim tax on certain donations without the need for the donor to sign a gift aid declaration - more details can found on the HMRC website. Important - from time to time the rules of the sc...
Claiming Gift Aid when you only have a BFPO Address for a constituent
When adding BFPO addresses, HMRC require you to use the full 'traditional' postcode format to ensure gift aid can be claimed on donations received from the constituent. Enter the BFPO address in the address field, putting the BFPO number in the ...
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 screen shot below. Go to the Previous Claims tab, select the claim you want to view - the claim will...
Gift Aid claim status shows as Claimed, but HRMC has rejected it
Gift Aid claim status shows as Claimed, but HRMC has rejected it... Unfortunately, as the claim is still showing as Claimed, Donorfy has not received a rejection notice via the HMRC portal, so from Donorfy's side, it still looks like your claim wa...