R68 / Tax Claim Report with Regard to Split Gifts in Version 7.94

We have identified an issue with the R68 / Tax claim Report in Raiser’s Edge version 7.94 when split gifts are included in the report.

Split gifts are where The Raiser’s Edge allows for a gift to be credited to more than one Campaign, Fund or Appeal, with each split containing independent gift aid qualification rules. For example, a £20 gift can be split with £10 going to an International Fund where it is not qualified for gift aid and the other £10 going to a Relief Fund which is qualified for gift aid.

However a problem occurs if any of the split gifts included in the report contain more than one split eligible for tax claim. In this specific circumstance, when updating those gifts with the tax claim number, errors occur which result in the claim not being listed in the Admin, Submit Gift Aid Claim to HMRC online submission option within Raiser’s Edge, even though the gifts have actually been updated with the claim number.

We are working to provide a resolution to this issue in the coming weeks however, should you have already run a claim and experienced this issue, or wish to review this issue and Subscribe to it so you receive a notification when it is updated, then see –

http://www.blackbaud.co.uk/kb/index?page=content&id=BB754908

Alternatively see How to query on gifts with more than 1 split if you wish to check for this circumstance, prior to running the R68 Tax Claim report in version 7.94.

You should also consider also adding the following criteria to this query, to limit the results to relevant gifts –

Gift Type one of Cash; Pay-Cash; Recurring Gift Pay-Cash

AND Tax Claim Number blank

AND Tax Claim Amount greater than £0.00

This criteria is to check those with split gifts (from the knowledgebase solution) where the gift type is one that would be considered for Gift Aid where the claim number is blank, therefore not already claimed and where the tax claim amount greater than zero, therefore money to be claimed.

You could also add Gift Date criteria to take the time limit for making a claim into account, where the date range used will depend on whether you are setup as a Trust or a Company for tax purposes.

See Section 6.5 of the HMRC web site link –

https://www.gov.uk/claim-gift-aid/how-to-claim  where the information is listed under the heading “When you must claim”.