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Gift Aid - submission to HMRC

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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

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Fundraising and eng... Microsoft Employee on at

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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.
trentfreck 10 on at

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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