• 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
  • 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 > ...

    Ben Brett
  • 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...

    Ben Brett
  • 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
  • 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
  • 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
  • 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
  • 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...

    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
  • 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...

    Ben Brett
  • 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
  • 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
  • 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 ...

    Andy Hopkins
  • 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...

    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