Make a Gift Aid claim

Check declarations, build the claim and send it to HMRC.

  1. Pull donations since the last claim
  2. Check every donation has a valid declaration. Most people forget this: A declaration missing a full name or house number makes the claim invalid
  3. Remove donations that got something back
  4. Build the claim schedule
  5. Approve the claim (Finance manager signs off)
  6. Submit through Charities Online
  7. Keep records for six years

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