How do I make a Gift Aid adjustment?
Gift Aid Adjustments are made where Gift Aid has been overclaimed in a previous claim.
Note: if you have simply claimed a donation against the wrong fund, you should NOT make a Gift Aid adjustment, but instead you can simply add an income category transfer to correct for this.
Such adjustments can be made via the HMRC Portal, or by adding an adjustment to a future Gift Aid claim within ExpensePlus.
To make an adjustment to a future claim, when you create your next claim in ExpensePlus, click the 'Add Adjustment' button.
As well as entering an adjustment amount (which is the amount of Gift Aid you owe back to HMRC), you can also enter an adjustment description. This field is optional. Please note that if you enter an adjustment description and submit your claim directly to HMRC, this description will be included in the submission.
