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Tax Claim Breakdown Summary Report

The Tax claim breakdown summary report provides information about the designation, total gross, total net, and estimated total tax amount for gifts. You can break down the report by site, selection, and date. To include a gift in this report, the gift must qualify for Gift Aid.

Tax Claim Breakdown Summary report

Note: If your organisation uses site security, the amounts that appear in the Tax Claim Breakdown Summary 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 summary report, filter by specific selections to narrow the data that appears in the report.


View the Tax claim breakdown summary report