Once a claim has been submitted to HMRC, its status moves through Submitted → Paid (or Rejected or Under review) as HMRC processes it. This page covers what to do at each step.

When the claim is paid

  1. Open the claim from the Gift Aid claims table.
  2. Confirm the Amount matches what HMRC paid.
  3. Update the Status to Paid.
  4. Save.

When the claim is rejected

  1. Open the claim.
  2. Update the Status to Rejected.
  3. Add the rejection reason in Notes.
  4. Save.
  5. Investigate the cause — common rejection reasons include a missing or invalid declaration, an ineligible donation date, or an incorrect donor name.

When the claim is under review

Update the Status to Under review and check back periodically. No further action is required until HMRC responds.

See also