Historic Gift Aid
Bringing peace of mind to your Gift Aid scheme
We validate, protect and secure your Gift Aid scheme
Many organisations strive to get Gift Aid right whilst remaining HMRC compliant. But after twenty-two years, the Scheme can leave some organisations feeling vulnerable, especially to an HMRC audit. At GES, we have years of experience, the services and know-how to bring peace of mind to your Gift Aid Scheme.
We offer peace of mind. The Professional Services team at Giftease Solutions will work directly with you to deliver a unique validation service.
Value Added – We confirm the “Made Date” of declarations, enabling you to run a programme to revalidate the tax status of your supporter base, particularly for older declarations.
We even identify the “No Declarations” to ensure that your records reflect the correct Gift Aid status!
We validate your written declarations by reviewing every form, indexing your valid declarations, and adding a “Reason code to failure” to every invalid declaration. We help you evidence the audit trail for both Oral and Web-based Declarations required in an HMRC Tax claim audit.
We identify your charity’s liability, which is the tax payments received against invalid declarations.
We work with all clients, SME to enterprise level. If you think you may have a Gift Aid issue with any aspect of your historical scheme, we are here to help put it right.
Following the Validation Service, we take the invalid declarations and use the repair codes. Putting together a programme, we revalidate those invalid declarations.
Matching repair codes to the appropriate letter is a complex but highly effective process, ensuring every supporter receives the proper communication relating to the error on their Gift Aid declaration. In line with HMRC rules, and after the statutory 30 days, supporters’ donations become valid again for Gift Aid, and more importantly, cancel the liability on any Gift Aid already claimed.
The outcome of the Repair Programme enables Giftease Solutions to work with your CRM provider to update your Gift Aid tables with the new and validated Gift Aid information.
We can even provide a full breakdown of securely claimed gifts vs liability income still at risk, with supporter and gift counts broken down by tax year or even tax month. We will even work with you to deliver outcomes to your senior leadership teams and internal and external financial auditors.
Our solution is for any organisation with declarations identified as invalid, which cannot be used for claiming Gift Aid tax. We significantly reduce the risk to your organisation of repayment penalties. More importantly, safeguard your Gift Aid Scheme.