The Gift Aid special tax mode allows shuls in the United Kingdom to track the gift aid status of all contributions to help with tracking what is owed from the HMRC.
Jump to:
Settings
My Lists
Accounts and People
Transactions Add and Online Payments
Tracking
Enabling Gift Aid (Settings)
To turn on Gift Aid tracking, go to Admin Menu - Settings, then edit your settings and click on or scroll to Tax Mode. When the mode of GBR - Gift Aid is selected, you will get a list of fields where you can enter all of your organization's gift aid information.
Options - Charge and Payment Types (My Lists)
Instead of tracking the tax-deductibility of each charge type, the mode will track if charge types are Gift Aid eligible or not. To set a charge type, go to Admin Menu - My Lists - Charge Types, then click on any charge type to get the menu below:
You can set the Gift Aid eligible amount to be none, completely (100%), or a specific percentage, amount, or all but a specific amount.
The drop down in My Lists for Payment Types will give you a checkbox as well to set if payments using that payment type can be Gift Aid eligible or not.
Options - Accounts and People
When you add or edit an account, you can set the Gift Aid status for each adult on the account independently. When you set Gift Aid eligible to Yes, you will get fields to mark when Gift Aid was signed, when it became effective, and if it was cancelled.
You will get the same options when you add or edit a person. When Gift Aid is enabled for the site, you can go to the "Other" tab in each profile to set the same options:
Recording Transactions (Transaction Add and Online Payment)
When adding a transactions through Transaction Add, you will need to enter the name of the Gift Aid eligible person making the payment instead of the account.
In addition, when processing an Online Payment on behalf of another person, you will need to enter the name of the Gift Aid eligible person making the online payment and not the account. Non-admins logged in as themselves will only have their name recorded.:
When you view an Online Payment that has already been completed, you will be able to both reassign the payment to a different account (an existing option) and change the Gift Aid person attached to the payment.
You can change the Gift Aid payer for non-online payments by editing the payment and entering a new name for the Gift Aid Payer:
Tracking
A new option has been added to the Admin Menu to help you track all of your Gift Aid payments in one place. You can now go to Admin Menu - Gift Aid:
This page will show every payment made, the charge type it was allocated to, and the Gift Aid status. This page will allow you to print and export as well as search for specific types of payments or between specific dates.