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Overview

In this guide, you can find information on how to use the transaction History of Gift Aid page as well as general information.

Gift Aid allows charities to claim an additional 20% for each donation where the donator selects Gift Aid.

This means 25p for every £1 donated in a charitable donation transaction.

InfoTo have the feature enabled on your account, please reach out to the Support Team. Make sure to let them

Gift aid

Table of Contents
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Overview

This guide aims to provide you with useful information about gift aid and its transactions.

When someone chooses to add gift aid, charities can claim an extra 25% for each donation. Gift aid can be applied to both card and open banking donations, resulting in an additional 25 pence for every £1 donated to a charitable cause.

Info

  • To activate this feature on your account, please get in touch with our support team. Please be aware that there is an additional fee for this service. Please let the support team know if you want the feature to be added to

PayLinks

  • Requested payments (payment links) and/or your Blink

Pages

  • pages.

  • Customers

that

  • who choose to include Gift Aid will

have

  • need to

fill out

  • complete the

Gift Aid

  • declaration process.

Gift Aid

Overview

Image Added

Claiming

Gift Aid

For Gift Aid to be claimed, the donor must

Example

Claiming Gift Aid

Navigate to the Reports page under the Transactions tab on the left-hand navigation bar and select the Gift Aid tab to claim Gift Aid. This will bring up

gift aid

Image Added

Donor specifications

To claim gift aid, follow these steps:

1. Go to the gift aid reporting page.

2. Select the gift aid tab to see the transactions that have been paid with

Gift Aid

gift aid selected.

The transaction can be filtered by date and then downloaded by selecting

3. You can filter the transactions by date if needed.

4. To download the transactions, select ‘Export to CSV’ at the bottom of the table.

5. You will then need to disclose this transaction data to HMRC to claim

Gift Aid

gift aid.

For

Gift Aid

gift aid to be claimed, the donor must

  • Have paid the same amount or more in 

Income Tax
Gains Tax
Gift Aid

To claim

Gift Aid

gift aid, you must be recognised as a charity or community amateur sports club (CASC).

Example

The donator is a basic rate taxpayer and pays HMRC over earnings of £125, £25 in tax (20%). The donor is left with £100, which they donate to charity. When the donor makes a Gift Aid gift aid declaration, the charity can claim the tax paid to HRMC, i.e. £25. This means that the total donation received after claiming Gift Aid gift aid is £125.