This tutorial takes you from a recorded declaration to a draft batch and exported schedule. External HMRC submission and some status changes require a separate process in the current release.

You need an individual donor’s contact record, a genuine declaration, an eligible payment, and access to Gift Aid. Use real records only when you intend to prepare a real claim.

1. Record the declaration

Open Gift Aid → Manage declarations → Add declaration. Enter the donor’s Contact ID, choose the scope and effective date, record the collection method, and enter the donor’s name and address. Review the tax disclosure and click Submit declaration. See Collect a declaration for every step and the pending-confirmation limitation for verbal declarations.

2. Check the donation

Open the donor’s payment record and check the amount, payment date and tax-relief eligibility information. A declaration alone does not make every payment eligible. Return to Gift Aid and check the eligible donation summary for the intended tax year.

3. Build a batch draft

Click New claim. Choose the tax year, Gift Aid and your intended submission method. Click Next, review the eligible donation count and estimated totals, then Create claim draft.

The system selects the batch from eligibility records; this screen does not let you select just this donor or manually enter the donation again. If other eligible donations exist, the batch can include them too.

4. Review the export

Open the saved claim and click Download HMRC schedule. Compare its donor details and totals with your records before using it for an external submission. Review the date-selection and export limitations in Submit a claim.

5. Record the external outcome

The app does not submit to HMRC. After completing the official external process, retain the acknowledgement and record submission. A new draft first needs an administrator/API transition to Ready because the current page lacks that action. Payment and rejection updates also need the administrator/API handoff described in Reconcile a claim response.

You now have a draft and schedule to review. Continue only after validating the batch and arranging those outstanding steps.