Gift Aid Module Overview

ExpensePlus provides a simple and efficient process for managing Gift Aid.

Key Features of Gift Aid Module

Recording Donation Income - Allocating donation income correctly is super efficient with most donations being auto-matched in bulk as part of the bank reconciliation process in ExpensePlus. Click here to find out more.

Managing Gift Aid Eligibility - It's quick and easy to add and manage Gift Aid declarations within the Manage Donors screen. Click here to find out how.

Linking to HMRC - To claim Gift Aid from within ExpensePlus you will first need to go to Gift Aid settings and link to HMRC. Click here to find out more.

Claiming Gift Aid - ExpensePlus keeps track of which income transactions are eligible for Gift Aid and GASDS. With direct integration between ExpensePlus and HMRC, submitting claims couldn't be simpler. Click here to find out more.

Allocating Gift Aid Payments from HMRC - ExpensePlus creates separate claims for each fund, making it easy to allocate payments from HMRC to the correct fund. Click here to find out more.

If your organisation uses ChurchSuite, you may wish to claim Gift Aid via ChurchSuite. Click here to find out how this works and learn about some of the benefits.

Watch this short video to learn more about the Gift Aid Module:

Frequently Asked Questions

  1. How do I allocate donation income within ExpensePlus?
  2. How do I create a Gift Aid Claim?
  3. How do I record and claim GASDS within ExpensePlus?
  4. How do I know if a donor has a valid gift aid declaration?
  5. Which donations are included in Gift Aid claims?

Click here to view our other FAQs relating to Gift Aid.

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