In the event of a supporter requesting the cancellation of a Gift Aid Declaration(s), you can perform this action in the Constituent's Timeline:
Open the constituent’s record.
Go to the Timeline and locate the Gift Aid Declaration you previously confirmed.
Fill in the Cancelled Date.
Click Save Changes.
No future donations from the cancellation date will be passed into the Gift Aid claim.
If the supporter has more than one GAD on their Timeline, you may also need to cancel these, depending on what the supporter has communicated with you.
Refresh Gift Aid Claims After Cancelling
If the supporter has donations that are pending to be sent to the HMRC and are now not claimable due to the cancellation:
Open the Active Claim and click Update and Refresh.
Go to Ready to Claim and click Refresh.
Once completed any donations that are after the date of cancellation will be removed.