• Gift Aid - Overview and set up

    UK-based charities are able to claim an additional 20% on each eligible donation to your charity. So that £10 donation in effect becomes £12.50! Donorfy’s automated processes dispenses with the manual claim schedules from the HMRC, making it the c...

    Ben Brett
  • How is a Gift Aid Claim compiled? Transaction eligibility explained.

    Whilst it would be brilliant if all of the transactions paid on to your system were eligible for Gift Aid, sadly they are not, and the HMRC does have some specific guidance in place to determine which transactions are eligible and those that are n...

    Ben Brett
  • 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

    Ben Brett
  • 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...

    Ben Brett
  • Submitting a Gift Aid Claim

    How is the Claim Submitted? At the end of the month, the Active Claim is automatically closed and is transferred to the Ready to Claim tab - a new Active Claim is then started for the new month. An email is sent to the system administrator(s) with...

    Graham Bell
  • 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...

    Graham Bell
  • 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 ...

    Ben Brett
  • 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...

    Graham Bell
  • 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...

    Ben Brett
  • Gift Aid – Reporting

    When Gift Aid has been claimed via Donorfy’s HMRC integration or has been added to a transaction via the uploader the amount that was claimed is then added to the Transaction header. You can see the amount claimed within the status area of a Trans...

    Graham Bell
  • How to reset Excluded From Gift Aid on a Donation

    If there are Transactions that have been added to your Donorfy as Excluded From Gift Aid so that they are permanently excluded from a Gift Aid Claim, and they can now be included for Gift Aid, the status can be reset as below:   You will need to d...

    Graham Bell
  • Gift Aid - Frequently Asked Questions

    Below you will find some of the most commonly asked questions about the Gift Aid claims process.   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 t...

    Ben Brett
  • 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...

    Graham Bell
  • 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...

    Ben Brett
  • 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 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...

    Ben Brett
  • 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...

    Graham Bell
  • 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 ...

    Ben Brett
  • 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...

    Graham Bell