In this tutorial you will collect a Gift Aid declaration from a donor, record an eligible donation, and create a claim ready to submit to HMRC. By the end you will have walked the full Gift Aid path end-to-end with one record.

You will need:

  • A contact record for a donor who is a UK taxpayer (create one first if you haven’t — see Set up your organisation)
  • The Gift Aid module enabled on your workspace
  • Your charity registered with HMRC for Gift Aid

Background: If “Gift Aid” sounds unfamiliar, read Understanding Gift Aid first.

Step 1 — Record the declaration

  1. Click Gift Aid → Declarations in the sidebar.
  2. Click Create declaration.
  3. Pick your donor in the Contact field.
  4. Set Scope to All future donations.
  5. Set Method to whichever channel you collected the declaration through (Written, Web form, Oral, etc.).
  6. Click Save.

The declaration appears in the list with status Active.

Step 2 — Record a donation

  1. Open your donor’s contact profile.
  2. Click Add payment.
  3. Fill in the Amount, Date, and Payment method.
  4. Tick Tax relief eligible (this is what flags the payment as Gift Aid eligible).
  5. Click Save.

Step 3 — Create the claim

  1. Click Gift Aid in the sidebar then click Create new claim.
  2. Pick the same contact.
  3. Enter the same Amount, Currency (GBP), and Payment date.
  4. Set Status to Ready if you want to submit it now, or Draft to come back later.
  5. Click Save.

The claim appears in the claims table.

Step 4 — Submit to HMRC

From the claim detail view, follow the prompts to submit to HMRC. Once submitted, the status moves through Submitted → Paid (or Rejected) as HMRC processes it.

You’ve completed the Gift Aid loop

From here: