How to exclude a donation when creating a Gift Aid claim
This article explains how to exclude a donation from a Gift Aid claim.
In this article:
By default, when you create a Gift Aid claim in ExpensePlus, the system will include all eligible donations.
Find out more here: Which donations are included in Gift Aid claims?
When you create a claim, you can exclude or remove donations that you don't want to form part of the claim in the following ways:
Claim up to a particular date
This allows you to select donations up to a specific date (e.g. up to the end of the current month), leaving any donations after this date to be included in a future claim.
To do this, select the radial for this and select a date.
Exclude a donation from the claim
This allows the donation to be excluded from the current claim, but leaves the option for you to include it in a future claim.
To do this, uncheck the box to the left of the donation.
Permanently exclude a donation
This allows the donation to be excluded from the current claim, and from any future claims.
To do this, click the 'x' button to the right of the donation.
Example: You might do this if the donor has a valid Gift Aid declaration, but they have informed you they don't pay sufficient tax to claim on a particular donation e.g. a large gift.
You'll have the option to include a reason for excluding the donation.
Note that you reverse this if necessary, for example if you exclude a donation that should be included - see What if I wrongly permanently exclude a donation?
Frequently Asked Questions (FAQs)
What if a donor can no longer claim Gift Aid?
If the reason you want to exclude donation(s) is because the donor can no longer claim Gift Aid, then you should:
- go to the Manage Donors screen
- select the 'Gift Aid Declarations' tab
- select the donor
- set an end date for the donor's active Gift Aid declaration(s) based on the date up to which the donor can claim Gift Aid (typically the end of a tax year).
What if donations appear that have already been claimed outside of ExpensePlus?
ExpensePlus automatically knows to exclude donations collected via payment processors such as Stewardship, Parish Giving Scheme, Give A Little, CAF, etc. who claim Gift Aid on your behalf. If any such donations appear in the Gift Aid claim screen, this means the donation method for those donations has been set incorrectly and needs to be updated.
To update the donation method of a donation, you will need to find it and update it (don't forget to update the memorised transactions too, if there is one).
What if donations appear where the fund is not eligible for Gift Aid?
ExpensePlus automatically excludes donations that are allocated to a fund where the Gift Aid status of that fund has been set to 'not eligible'.
If such donations appear in the Gift Aid claim screen, then they have either been allocated to the wrong fund or the fund has the wrong Gift Aid status.
To update the Gift Aid status of a fund, go to the Fund Settings screen and click on the fund you wish to update.
What if I wrongly permanently exclude a donation?
If you make a mistake and wrongly permanently exclude a donation as being eligible for Gift Aid, you can correct this:
- Go to the Gift Aid home screen
- Select 'View Manually Excluded Donations' at the top of the screen
- Click the 'Update' button to the right of the donation you want to stop excluding
- In the confirmation popup that appears, select 'Confirm'.
To better understand the Gift Aid module, please view the module overview video here.