When you generate an R68 report to process tax claims, the program looks for unclaimed, qualified gifts with no tax claim number on the gift. When you add a new R68 process, enter a tax claim number to identify all gifts included in the R68 process. The process includes claims for gifts that meet the specified criteria on the Add R68 process screen. To include or exclude certain claims, make sure the selections you use include the appropriate criteria. For example, to include a specific gift in the report, the start and end dates must include the payment date of the gift. The gift date must be between the constituent’s applicable declaration start and end dates and the gift must qualify for Gift Aid. You can also select to update the Gift Aid status of unclaimed gifts specified in the date range. This initiates the Update Gift Aid qualification status global change definition and updates gifts according to the current Gift Aid disqualification rules you establish on the Gift Aid Disqualification Rules tab and attribute disqualifications you create on the Gift Aid Disqualification by Attribute tab in Revenue.
When the R68 process runs, the program looks at all Gift Aid qualified gifts that have not yet been claimed and determines whether a valid declaration exists for a constituent for the applicable gift date. The program updates, verifies, and saves the tax claim eligibility status of all applicable payments, based on the results of the tax declaration check.
Note: When you import revenue transactions, you can import pledges with an indicator of Is covenant gift. When you add a payment toward a pledge imported as a covenant gift, the payment is eligible for Gift Aid regardless of whether the constituent has a valid declaration on file at the time of the payment. You can check Constituent declines Gift Aid on the pledge record to decline an otherwise qualified covenant payment. All qualified covenant gifts are included in the R68 process. For information about how to import revenue transactions, refer to Import.
When you create an R68 process, you can preview processing details, commit the process to the database, and view the R68 report. When you click Update revenue records for a process, tax claim numbers are updated on applicable records. To successfully reclaim Gift Aid taxes on your tax claim eligible donations, you must submit the R68 report to HMRC.
For information about the classification of an organisation and the limitation rules imposed on each, refer to Gift Aid. The R68 process respects the limitation rules for classifications when determining whether or not a gift is eligible for tax claim and can be included in the R68 process.
Note: During the Update revenue records process, charity claim reference numbers are stored for payment applications. If you delete a previously claimed gift in the future, the program adds the charity claim reference number from the previously claimed gift to the refund for processing.