From the Global Changes page, you can update the Gift Aid qualification status of unclaimed gifts at any time. The Update Gift Aid qualification status global change definition is based on Gift Aid disqualification rules you establish on the Gift Aid Disqualification Rules tab as well as attribute disqualifications you create on the Gift Aid Disqualification by Attribute tab. To access the Global Changes page, select Administration, Global changes from the navigation bar.
To access the Update Gift Aid qualification status global change definition, click Add on the action bar.
The global change runs a query based on the Revenue Application record type. When you run the update, the program compares existing rules you created on both the Gift Aid Disqualification Rules tab and Gift Aid Disqualification by Attribute tab against gifts that meet the following criteria:
| • | Gift dates must be greater than or equal to 6 April 2000. |
| • | Gifts have not been previously submitted to HMRC to reclaim tax. |
| • | Gifts must not be manually set as Not Qualified for Gift Aid. |
The Gift Aid qualification status of each applicable gift is updated according to the results of the rules.
Note: The program updates tax claim eligibility for a gift each time you open a revenue record.
The first time you define Gift Aid disqualification rules and disqualification attributes, it is imperative you run the update. Otherwise, your existing gifts do not receive the correct Gift Aid qualification status. For more information about how to run a global change, refer to Global Changes.