The Tax claim breakdown detail report provides information about tax claim for a specific constituent’s gift, such as the gift type, tax rate, net amount, and estimated tax amount. You can also view the transitional tax relief, claim number, and outstanding estimated claim amount for the constituent’s gift. To include a gift in this report, the gift must qualify for Gift Aid.
Note: If your organisation uses site security, the amounts that appear in the Tax Claim Breakdown Detail report include only revenue associated with the sites the user who generates the report has rights to access.
When you run a Tax claim breakdown detail report, filter by specific selections to narrow the data that appears in the report.
When you generate a report, you can use the toolbar buttons to modify how you view the report. The toolbar buttons are common to all reports.