Under R68, click Add. The Add R68 process screen appears.
3.
Enter a unique name and description to help identify 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.
4.
Select the Charity claim reference number associated with gifts to claim. A charity claims reference number followed by an ellipsis implies that multiple sites are associated with the reference number.
Note: 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.
5.
To update the Gift Aid status on all gifts included in this process, select Update Gift Aid status.
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 these rules, refer to Gift Aid Disqualification Rules.
Note: Gift Aid sponsorships are donations applied toward a sponsorship event, such as a marathon, from sponsors eligible for Gift Aid. When you add a donation, you select whether to apply it as a Gift Aid sponsorship.
6.
HMRC requires that your organisation claim sponsorships separately from other claims. Select whether to use the R68 process for a standard claim or a sponsorship claim.
When you select Process standard R68 claim (excludes sponsorships), the process excludes all donations marked as Gift Aid sponsorships from the claim. When you select Process only Gift Aid sponsorships, 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.
7.
In the Selection field, search for and select the selection of the gifts to include in the process.
Depending on your security rights and system role, you can edit the query that generates the selection. To edit an Ad-hoc query selection or a Smart query selection, next to the Selection field, click the edit button.
8.
In the Start date and End date fields, select the payment date range of the gifts to include in the process.
9.
In the Tax claim number field, enter a unique tax claim number to identify the process. After the process runs, this number appears on all gifts included in the process.