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. Instead, you can simply add an income category transfer to correct for this.
Gift Aid 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 as part of a future claim, when you create your next claim in ExpensePlus, click the 'Add Adjustment' button.
Enter the adjustment amount which is the amount of Gift Aid you owe back to HMRC. Don't write this as a negative value, just write the amount you want deducted from your claim total.
You can also enter an adjustment description. This field is optional.
Note: if you enter an adjustment description and submit your claim directly to HMRC, this description will be included in the submission.
IMPORTANT: If you are refunding a donation, ExpensePlus will automatically include a Gift Aid adjustment for the donation refund in the next Gift Aid claim you create. So you don't need to manually add this for the donation you are refunding.
To better understand the Gift Aid module, please view the module overview video here.