---
title: "Transactions Included in a Gift Aid Claim"
slug: "transactions-included-in-a-gift-aid-claim"
updated: 2020-12-23T01:41:05Z
published: 2020-12-23T01:41:05Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.infoodle.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Transactions Included in a Gift Aid Claim

When preparing a gift aid claim you only specify the period of the claim - infoodle will include the transactions that are included based on the following criteria.

#### For any transaction in the database that has not yet been claimed for Gift Aid on an infoodle Gift Aid claim:

1. Does the date of the transaction fall in the requested period?

- Is the transaction using an account code that is marked as "Tax Reclaimable" in the infoodle Account Codes screen?
- Has the individual connected to this transaction got a Gift Aid approval record which includes these dates (see later for more info)?

1. Is the date of the transaction earlier than the requested period?

- Is the transaction using an account code that is marked as "Tax Reclaimable" in the infoodle Account Codes screen?
- Has the individual connected to this transaction got a Gift Aid approval record which includes these dates (see later for more info)?

#### When checking dates of a persons Gift Aid approval, infoodle uses the following rules.

1. Does the transaction date fall on or between the start and end date of the approval?

- or Is the transaction date within the last 4 financial years of the organisation?
- 2.1 and Is the transaction date more recent than the historic date of the persons approval?

The three important approval dates to record:

- **Start of approval** (can be blank which means there is no start to this approval - subject to the historic date)
- **End of approval** (can be blank which means there is no end to this approval)
- **Historic date** (how far back can infoodle look to find transactions to include in a claim. If blank then the last 4 financial years are used).