For background on how declarations and claims fit together, see Understanding Gift Aid. For the meaning of each status, see Claim statuses.

Create a claim

  1. Click Gift Aid in the sidebar.
  2. Click Create new claim.

  3. Fill in:

    Field Notes
    Contact The donor the claim relates to
    Amount The donation amount
    Currency Defaults to GBP
    Status Set to Draft to save and complete later, or Ready to submit
    Payment date When the donation was received
    Funding source Optional — link to a fundraising activity or fund
    Notes Optional
  4. Click Save.

Submit to HMRC

View or edit a claim

Click any row in the claims table to open the claim detail view. From here you can edit fields or delete the claim (where the status allows).

Filter by tax year

Use the tax year dropdown above the claims table to show only claims in a specific UK tax year.