The gift Aid claim status shows as Claimed, but HMRC has rejected it...
Unfortunately, as the claim is still showing as Claimed, Donorfy has not received a rejection notice via the HMRC portal, so from Donorfy's side, it still looks like your claim was successful.
The claim will need to be re-submitted to the HMRC external of Donorfy via your organisation's HMRC online portal access - using a manually completed ch51 schedule (please check with the HMRC for the correct form for your organisation).
The Gift Aid ch51 schedule can only take 1000 data lines at a time, so you may need to split your claim across multiple schedules.
To download the data, it can be done directly from the Gift Aid claim in Donorfy as follows:
Open Financial, then select Gift Aid.
Click Previous Claims.
Select the claim from the drop-down box.
Click on the download option (cloud icon on the grey/black action bar).
This will provide you with the details of all of the donations within the claim.
⚠️Important: The automated Gift Aid Claims process is available with Starter, Professional and Enterprise plans. Essential subscribers, please contact us to find out more about upgrading.
