Gift Aid
How to complete a Gift Aid claim from within Donorfy
By Cristina1 author19 articles
- Submit a Gift Aid ClaimLearn how Gift Aid claims are created, reviewed, submitted, and tracked in Donorfy.
- Correct Errors in Gift Aid ClaimsLearn how to identify and correct donation errors that prevent Gift Aid claims from being submitted to HMRC.
- Move an Active Claim to Ready to ClaimLearn how to manually move your current Active Gift Aid Claim into the Ready to Claim tab for early submission.
- Move Donations from Ready to Claim to Active Claim in BulkLearn how to move all donations from the Ready to Claim tab back into the Active Claim tab.
- View or Download a Gift Aid ClaimLearn how to access and download previously submitted Gift Aid claims in Donorfy.
- Reverse Gift Aid Claimed for a TransactionLearn how to undo Gift Aid previously claimed on a donation and ensure HMRC receives the correct adjustment.
- Claim Gift Aid Using the Small Donations Scheme (SDS)Learn how to identify eligible donations and submit a Small Donations Scheme (SDS) claim through Donorfy.
- Reset Excluded From Gift Aid on a DonationLearn how to remove the permanent Gift Aid exclusion from a transaction so it can be considered in future Gift Aid claims.
- Gift Aid Claim Not Automatically SendingLearn why your Gift Aid Claim may not be submitting automatically and how to resolve the issue.
- HMRC Rejected a Claim: Authentication FailureLearn why HMRC may reject your claim due to authentication issues and how to resolve them.
- HMRC Rejected a Claim: How to Find the ReasonLearn how to identify why HMRC rejected your Gift Aid claim and what steps to take to correct the issue.
- Gift Aid claim status shows as Claimed, but HMRC has rejected itLearn what to do when Donorfy shows a Gift Aid claim as Claimed, but HMRC has rejected it outside of the normal gateway process.
- How a Gift Aid Claim Is Compiled: Transaction Eligibility ExplainedLearn how Donorfy determines whether a transaction is eligible for Gift Aid and how the Active Claim is updated each night.
- Preventing Gift Aid Claims against certain products or payment methodsLearn how to handle products/payments that cannot be tax reclaimed.
- Report on Gift Aid in DonorfyUnderstand how to report on Gift Aid by claim, Lists, and Dashboards.
- Why a Donation Does Not Appear on a Gift Aid ClaimLearn about every condition that must be satisfied for a donation to be included in a Gift Aid submission.
- Check Your Gift Aid Sign-On DetailsLearn how to verify that your HMRC sign-on details are valid for submitting Gift Aid claims.
- Gift Aid: FAQSAnswers to some of the most commonly asked questions about the Gift Aid claims process.
- Gift Aid: Overview and set upHow to set up Gift Aid in Donorfy, understand eligibility rules, manage declarations, submit claims to HMRC (including Small Donations Scheme), and troubleshoot errors.