Overview: Gift Aid and iMIS

To claim back taxes paid on a donation to your charity of CASC from an individual:

• You must be recognised as a charity or CASC for tax purposes.
• Donors need to have paid at least as much in UK Income Tax or Capital Gains Tax in that year as you want to claim in Gift Aid.
• Donors need to provide your organisation a Gift Aid declaration.

  📘

  Note

  This is only a summary, please refer to HMRC Gift Aid Claiming.

To begin accepting Gift Aid donations in iMIS, do the following:

1. Configure iMIS to allow Gift Aid
2. Create a public Gift Aid donation page

After you begin receiving Gift Aid donations, staff users can do the following:

1. Add, modify, and cancel Gift Aid declarations on behalf of donors
2. Review gifts that are eligible for Gift Aid
3. Process the Gift Aid claims (sending the claim directly to HMRC)