Microsoft Dynamics 365 | Integration, Dataverse...

Gift Aid - submission to HMRC

(0) Share

Report

Posted on by trentfreck

Hi All

We are new to Dynamics 365 with Fundraising and Engagement.

We can see how to have the GiftAid question on the donation forms and how that will flow.

My question is around the organisation GiftAid Claim to HMRC.

- How are other users processing the claim, is there an app or something to connect to HMRC.

- If a donor who has been gifting for a few years and now states they are GiftAid eligible, how are organisations claiming the potential 4 year history of transactions?

- Are their fields in Dynamics that show a transactions has had the giftaid element claimed?

Thanks in advance for your help

I have the same question (0)

All responses (2)

Answers (0)

Suggested answer

Fundraising and eng... on at

Like (0)

Report

RE: Gift Aid - submission to HMRC

Hello

Please find the answer for below question

Are their fields in Dynamics that show a transaction has had the giftaid element claimed?
Ans: the gift aid declaration is available on the contact record only. The Updated field can be edited to show when the declaration was made to help reporting on the transactions qualifying for the claim.

Was this reply helpful? Yes No
trentfreck 10 on at

Like (0)

Report

RE: Gift Aid - submission to HMRC

Thank you for the response.

I can see the fields on the transaction and the contact record.

My question is how to prepare a lodgement to HMRC.

is their an App or other tools that aid in the creating the report for HMRC and lodgement of GiftAide.

thanks

Was this reply helpful? Yes No