Enter a unique name to help identify the R68 process.

Enter a detailed explanation of the R68 process. If you use a dynamic selection, it is important to enter an adequate description so you can properly identify the process if you select to run it again.

Select the charity claims reference number associated with the gifts to claim.

When your organisation is registered or accepted as a charity, the Charity Commission or relevant governing body in Northern Ireland or Scotland issues a unique charity claims reference number. For information about how to configure these reference numbers and select the sites to which each applies, refer to Tax Claim Settings.

To update the Gift Aid status on all gifts included in this process, select this checkbox.

When you select this checkbox, you initiate the Update Gift Aid qualification status global change definition. This process updates gifts according to the currently configured Gift Aid disqualification rules. For information about how to configure disqualification rules, refer to the Gift Aid Disqualification Rules.

HMRC handles Gift Aid claims for sponsored events differently than typical donations and requires that your organisation claim sponsorships separately from other claims. To use the R68 process for a standard claim, select this option.

When you select this option, the process excludes all donations marked as Gift Aid sponsorships from the claim. You select whether to apply a donation as a Gift Aid sponsorship when you add the payment. For information about how to add payments, refer to Add a Payment.

HMRC handles Gift Aid claims for sponsored events differently than typical donations and requires that your organisation claim sponsorships separately from other claims. To use the R68 process for a sponsorship claim, select this option.

When you select this option, the process includes only donations marked as Gift Aid sponsorships in the claim. You select whether to apply a donation as a Gift Aid sponsorship when you add the payment. For information about how to add payments, refer to Add a Payment.

For a sponsorship claim, the R68(2000) Report should list either each participant in the sponsored event and the total Gift Aid donations raised by each, or each sponsor and the amount donated by each. You must retain all original sponsor forms in the case of an audit.

Search for and select the selection of gifts to include in the process. The selection is the result set of the query you create and contains components that identify the various criteria defined in the query.

Select the payment date range of the gifts to include in the process.