Gift Aid (TAX): Date Claimed stamped against income

At the moment, we can only report on Gift Aid claimed, based on the original date of the gift. The only alternative is to hold a list of Claim IDs and the date submitted, and then vlook-up this information to a query of all tax with a claim number against it. We don't always claim gift aid in the  month that the original gift is received and as we can retrospectively claim gift aid when a new declaration is obtained, this will lead to inaccurate income reporting. The other issue we have is that we are currently 1 year behind with claiming tax. 

 

If a 'date claimed' could be added to the tax information, this would negate this timely and potentially inaccurate manual report from having to be run. 

  • Guest
  • Feb 11 2020
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