Add Declarations in a Batch

To participate in Gift Aid, individual constituents who are subject to UK income tax must first provide a declaration that they are UK tax payers. You can easily add declarations for individual constituents through a constituent or revenue batch.

Warning: For a gift to be eligible for tax claim, the gift must qualify for Gift Aid and the constituent who makes the donation must have a declaration active on the gift date with a Pays tax status of Yes. If the constituent makes the declaration orally, the Confirmation sent date must be on or after the gift date (The R68 report does not include gifts with an oral declaration until a Confirmation sent date has been entered.). The effective dates of declarations can overlap, as long as the declarations have a Pays tax status of Yes during the shared time period.

For information about Gift Aid administrative settings, see the Gift Aid chapter of the Revenue Guide.