Do I need to upload Gift Aid declarations to ExpensePlus?
This article details the benefits of uploading Gift Aid declarations to ExpensePlus, and how you can do so.
In this article:
Uploading Gift Aid declarations to ExpensePlus
If you are using ExpensePlus to claim Gift Aid, you need to add or import and manage donor Gift Aid declaration information within the Manage Donors screen.
Please see our separate Help Guide article for information on how to import donor information.
Please see our separate Help Guide article for information on how to add or edit Gift Aid declaration information for a donor.
When you enter the Gift Aid declaration details (as per the Gift Aid form the donor has completed and signed), you can upload a digital copy of the paper declaration (a scan saved as PDF or image).
Benefits of storing a digital copy of the Gift Aid declaration
Many churches and charities find it helpful to store a digital copy of their paper declarations in this way.
It keeps everything in one place, provides a backup solution and you can simply click to view the file, if you want to check any details. Also, if HMRC ever requests to see a copy of the declaration, it is easy to download and send to HMRC digitally.
Can I just keep the paper copies of Gift Aid declarations?
Yes. You don't have to upload digital copies of the declaration forms in order to claim Gift Aid in ExpensePlus.
If you don't upload good quality image files you will need to keep the original forms outside of ExpensePlus as required by HMRC. Gift Aid declarations should be kept until six years after the end of the accounting period they relate to.
To better understand the Gift Aid module, please view the module overview video here.