Can I create a Gift Aid claim manually?
ExpensePlus integrates directly with HMRC, so you can submit Git Aid claims at the click of a button directly from within ExpensePlus. There is no need to submit claims manually via the HMRC portal.
This video explains how you can submit Gift Aid claims at the click of a button.
If you want to submit a claim manually via the HMRC portal, see the guidance below for how to do this using ExpensePlus.
Note: if you have any problems signing into HMRC or submitting claims from within the HMRC website, please contact HMRC (not the ExpensePlus Support Team).
Steps to take in the HMRC portal
This helpguide article shows you the steps to take if you are submitting a Gift Aid claim to HMRC manually via the portal.
Steps to take within ExpensePlus
1) To submit a manual Gift Aid claim to HMRC, start by creating your Gift Aid claim inside ExpensePlus as usual.
Click here for more information on creating Gift Aid claims in ExpensePlus.
2) When you have finished preparing your claim in ExpensePlus, click the Submit to HMRC button at the bottom of the claim summary table. Then, on the popup that appears, instead of ticking the tick icon, click Submit Claim Manually Via the HMRC Portal, as highlighted below.
3) A new popup will then appear giving you 5 steps to follow to complete this claim.
4) You need to download the formatted claim from ExpensePlus, then copy and paste this into the HMRC Claim Spreadsheet (provided on HMRC's website).
Then you'll need to enter the earliest donation date onto the spreadsheet cell D13 (this is given at the top of the claim screen in ExpensePlus, and in the popup that appears), then save the spreadsheet on your computer.
IMPORTANT: When saving your completed HMRC spreadsheet, ensure it stays in the .ODS file format.
5) You'll then need to log in to your HMRC account to submit your spreadsheet.
6) Finally, click the linked Click here text under step 5 on the popup to confirm to ExpensePlus that you have submitted the claim manually, and confirm on the following popup that will appear
This will mark the claim as completed inside ExpensePlus.
To better understand the Gift Aid module, please view the module overview video here.