Gift Aid (Transaction History: Gift Aid)

Overview

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

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

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

To have the feature enabled on your account, please reach out to the Support Team. Let them know if you want the feature to be added to Requested Payments (PayLinks) and/or your Blink Pages.
Customers that include Gift Aid will have to fill out the Gift Aid declaration.

Gift Aid

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 the transactions that have been paid with Gift Aid selected.

The transaction can be filtered by date and then downloaded by selecting ‘Export to CSV’ at the bottom of the table.

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

Donor Specifications

For Gift Aid to be claimed, the donor must

Have paid the same amount or more in Income Tax or Capital Gains Tax in that tax year.
Make a Gift Aid declaration that permits you to claim it.

To claim 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 declaration, the charity can claim the tax paid to HRMC, i.e. £25. This means that the total donation received after claiming Gift Aid is £125.