Gift Aid Module Overview
ExpensePlus provides a simple and efficient process for allocating donation income, tracking donors' gift aid eligibility, and creating gift aid claims that can be submitted directly to HMRC. Before adding your Gift Aid Settings, we recommend that you read this help guide article as it will help you avoid the mistakes made.
Note: 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:
Key Features:
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.
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.
Frequently Asked Questions: