Gift Aid Manager
Pre-tax claim audit & submissions software
Bringing simplicity to the Gift Aid Tax Claim process
Draft your claim at the push of a button for pre-tax claim audits. Create in seconds, not hours, customised claims by date range, and run and rerun multiple draft claims until you are ready to submit the claim or access monthly or annual accruals.
Audit your draft claim with our intuitive breakdown summaries built into every claim. Our claims allow you to make one single claim broken down by eligible tax years. We even include the option to list supporters within the claims and to click through to the supporter’s record to check their Gift Aid record and declaration image.
Submit your claim directly to the HMRC Government Gateway and receive an automated notification once completed. Access the digital receipt from the tax claim record, see the claim retained in your historic claims list, and even reopen the claim to export the summarised submission data.
Dependent on your CRM solution, we can create tailored writeback files to update gifts with the newly claimed Tax ID or even automate the writeback process for you. Your host data will always be up to date with submitted tax submissions.
We have worked with HMRC for over 20 years, ensuring our processes meet their exacting standards, seeking advice for our clients and supporting our charity base to understand what is required by HMRC in the event of an audit.
We have three levels of subscriptions and products can be purchased individually or you can combine for a powerful fundraising tool. Contact us to get a tailored quote based on your requirements. We’ve outlined example costs based just on our Gift Aid Manager product.
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