Open the record of the individual constituent who makes the declaration. For information about how to open a constituent record, see Constituent Search.
2.
Under More information, click Revenue and recognition. The Revenue and Recognition page for the constituent appears.
3.
Select the Declarations tab.
4.
Under Declarations, click Add on the action bar. The Add declaration screen appears. For information about the items on this screen, see Add Declaration Screen.
5.
In the Reference number field, select the charity claims reference number for your organisation to associate with the declaration.
Note: If your organisation associates declarations with separate charity claims reference numbers, Her Majesty’s Revenue and Customs (HMRC) requires a separate form R68 Gift Aid schedule for each reference number.
6.
In the Made field, select the date the constituent makes the declaration.
7.
In the Start date and End date fields, enter the time period the declaration is active. If the time period is indefinite, leave the End date field blank.
8.
In the Indicator field, select whether the constituent makes the declaration in writing, orally, or by way of the internet.
9.
In the Source field, select how your organisation persuades the constituent to make the declaration.
10.
If digital images of the documents associated with the declaration exist, check Scanned documents exist. For example, if your organisation uses Blackbaud Gift Aid to manage and store Gift Aid declarations and scanned images of this declaration exist, select this checkbox.
11.
Under Status, select whether the constituent pays UK income tax and the current status of the constituent, such as Employed.
12.
If the constituent makes an oral declaration, your organisation must send a letter to the constituent to confirm the declaration in writing. Under Confirmation, in the Sent field, select the date your organisation sends the confirmation letter.
Note: After your organisation sends a letter to confirm an oral declaration, the constituent can cancel the declaration within a grace period. HMRC allows a grace period of 30 days; however, your organisation can set a different waiting period. The program does not consider an oral declaration as valid until after this grace period passes. If the constituent cancels an oral declaration during the grace period, you can select the date the constituent cancels the declaration in the Return field. Typically, when you add a declaration, you leave the Return field blank. For information about how to set the waiting period for oral declarations, see the Revenue Guide.
13.
In the Comments box, enter any additional information about the declaration or its tax details.
14.
Click Save. You return to the Declarations tab. Under Declarations, the new declaration appears.