To participate in Gift Aid, individual constituents who are subject to UK income tax must first provide a declaration that they are UK tax payers. After the individual makes this declaration, any donations that the individual makes within the start and end dates of the declaration—such as one-off cash gifts or cash payments for pledges and recurring gifts—are eligible for Gift Aid. To view the Gift Aid declarations of a constituent, select the Declarations tab of the constituent’s Revenue and Recognition page.
A constituent can provide multiple Gift Aid declarations. Under Declarations, you can view and manage the declarations received from the constituent. For each declaration, you can view its effective dates and whether the constituent pays UK income tax under the declaration. You can also view how and when the constituent made the declaration, how your organisation persuaded the constituent to make the declaration, and the date your organisation sent a letter to confirm an oral declaration. To update the information in the grid, click Refresh List on the action bar.
Warning: For a gift to be eligible for tax claim, it must qualify for Gift Aid and the constituent who makes the gift must have a declaration with a Pays tax status of Yes active on the gift date. If the constituent makes the declaration orally, the Confirmation sent date must be on or after the gift date (The R68 report does not include gifts with an oral declaration until a Confirmation sent date has been entered.). The effective dates of declarations can overlap, as long as the declarations have a Pays tax status of Yes during the shared time period.
To view additional information about a declaration, such as whether scanned documents exist or any comments entered, select it in the grid and click Show Details on the action bar. The Details window appears and displays information about the selected declaration.
From the grid, you can manage the declarations associated with the constituent.