Simplify the entire Gift Aid process with our dedicated Gift Aid module within Tally. From managing donor declarations and qualification rules to preparing, submitting, and reconciling claims, the module gives charities greater control over their Gift Aid administration. Define your own rules and declaration terms, generate accurate claim files, submit claims to HMRC, and reconcile the results, all within Tally.
Features
- Flexible Gift Aid Settings: Configure declaration terms, Gift Aid qualification rules, and the reasons for placing Gift Aid on hold or abandoning a donor’s claim.
- Automated Claim Preparation: Select a specific claim period and automatically generate a claim file containing all qualifying donation data based on your charity’s rules and donor declarations.
- HMRC Claim Management: Submit Gift Aid claims to HMRC through ‘GiftAider - GiftAid caim software” and upload HMRC responses directly back into Tally.
- Claim Reconciliation: Reconcile HMRC responses against submitted donations to identify which donations qualified for Gift Aid and close processed claims once reconciliation is complete.
Benefits
- Simplified Gift Aid Administration: Manage declarations, qualification rules, claims, and reconciliation from one centralised system, reducing manual administration.
- Greater Claim Accuracy: Apply your charity’s defined qualification rules and donor declaration terms consistently when preparing claims.
- Reduced Risk of Missed Gift Aid: Easily identify qualifying donations within a selected period, helping charities maximise eligible Gift Aid recovery.
- Improved Visibility and Control: Track the progress and outcome of claims, including which donations were accepted by HMRC.
- Clear Audit Trail and Record Keeping: Maintain a complete, centralised record of Gift Aid declarations, claims, HMRC responses, and reconciliation activity, supporting accurate record keeping and audit readiness.
- Time-Saving Claim Process: Reduce the time spent preparing and reconciling Gift Aid claims with automated claim file generation and integrated HMRC response management.
Requirements
To implement this solution, you will need:
- An active N3O Engage CRM subscription
- GiftAider - GiftAid claim software subscription
- HMRC registration and access to submit Gift Aid claims
Cost
This tool is part of the N3O Engage CRM software at no additional cost.
