Gift Aid Tax Reclaim
The Gift Aid Tax Reclaim content item enables United Kingdom charities to generate data for Gift Aid tax reclaims.
From the Gift Aid Tax Reclaim content item, you can generate, view, and modify Gift Aid claim data.
For more information, refer to Setting up Gift Aid.
Gift Aid Tax Reclaim configuration options
- Name - Enter a name for the content item. This text appears during design mode (configuration).
- HMRC Reference - Specifies your organization's unique HMRC Reference number.
- Transactions per Batch - Specifies the number of transactions
to be included in each batch as the claim is generated. The claim is built in
batches to avoid placing an unnecessary load on the server when generating a
claim for a large database. Reduce this value if you encounter performance
problems.
Note--The number of transactions per batch does not limit the number of
transactions that can appear in a claim.
--If you generate a claim for a large number of transactions, you
might want to adjust the Transactions per Batch and TimeOut settings to fine tune the performance of the claim
generation. A larger value for Transactions per Batch can speed
up the process but potentially at the expense of reducing performance for other
users. If you increase the Transactions per Batch, you might need
to also increase the TimeOut value to allow the large batches
to complete.
- Time-out - Specifies the time limit in seconds for generating a
new tax claim. If you have timeout issues when processing claims with large
amounts of data, then increase this value or reduce the Transactions per Batch, or both. - Inclusions - Specifies items to be included or excluded from
Gift Aid claims. You can select items that are associated with:- Appeal Types - Lists your appeal codes. It is recommended that you exclude any appeal codes that are associated with donations
where the donor has received some type of benefit from the gift. For example,
if an event was held and the supporter made a donation at the event, the UK tax
authorities can rule that the supporter had received a benefit (that is, by
attending the event), and hence the tax could not be recovered. In these
circumstances, an appeal code created for the event should be associated with
the donations received at the event. You could then exclude donations associated
with that appeal code, so that they do not appear in a claim. - Cash Accounts - Lists your cash accounts. Certain types of
payment, such as CAF vouchers and CAF Account payments, must be excluded from a
tax reclaim as they are already tax efficient; that is, the tax reclaim is managed
by the organisation (for example, CAF) that issues the voucher. If you accept donations
using such payment methods, you must create cash account codes for them and
exclude these cash account codes from your reclaim to prevent the tax being
reclaimed twice. - Categories - Lists any custom billing Categories you have set
up in iMIS. Billing Categories only appear in the list if you have enabled the
Use Bill Categories option in iMIS and created categories. - Customer Types - Lists your customer types. Excluded
customer types do not appear in tax reclaims. For example, you should exclude
customer types that relate to non-individual contacts, such as companies
or charitable trusts. Gift Aid can only be claimed against donations from
individual supporters.
- Appeal Types - Lists your appeal codes. It is recommended that you exclude any appeal codes that are associated with donations