Gift Aid (UK only)

Gift Aid is a UK specific method for charities to be able to claim back the tax on a donation. It is specific to the UK and therefore infoodle has this feature only for UK clients. This is available as a package on its own or as part of the other in...

In order for a persons transactions to appear in a Gift Aid claim, you must record their approval and the dates that the approval is valid for. There are three ways to achieve this: 1. During Xero contact creation You can configure infoodle to...

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...

Filed Gift Aid Claims cannot be deleted, however should you accidently delete the current draft, the details associated with the deleted draft claim, for example September, are still available and can be worked on. If this case, you are able to re...

Filing your claim to the HMRC has very specific requirements. infoodle performs a range of validation checks prior to filing for you, but also presents errors onto the review screen for you to correct. Names To correct errors in names, edit thei...

Setup When filing to the HRMC there are 2 methods. Direct to HMRC Manually using HMRC spreadsheet Manual filing does not require any settings, however if you are filing direct, you firstly need to make sure all of the settings are correc...

There are occasions when you need to re-submit a gift aid claim. This should be done with caution because it releases the transactions previously claimed so that they can be claimed again. If this is done in error, the transactions will be claimed a...

Topics Covered Introduction to the Gift Aid functionality in infoodle How to capture and record Gift Aid How to review the claim How to file a claim with HMRC

Introduction to Reports infoodle allows you to search and display information relating to various aspects of your organisation. However, Reports produce information with a large scale design in mind, and can be fine tuned to show just the inform...

Creating a statement template is similar to a receipt template in that you follow the same procedure. The only thing that is different is the content of the statement and the personalisations that you use. Click on the following links and follow t...

Issues with formatting If you are having issues with the output of personalisations please check the details at the end of this page - here . These personalisations are available to both Donor and Income Statements, w...

Here's how to generate a statement: Filter the list of transactions to find the transaction(s) that you wish to include in the statement. Select the Statement template that you wish to use. Click Print for this page or Email a...