UK Gift Aid Submission - cannot submit

Andrea Wilson · October 7

Hi everyone

We’ve successfully submitted two small test Gift Aid claims since the functionality moved entirely to WebView. This week, we ran a few more tests and discovered that some gifts are not being captured. These gifts don’t seem to violate any business rules or other inclusion criteria.

Support couldn’t identify the cause and have escalated the issue to the engineering team. I just wanted to check in and see if anyone else has encountered similar issues and, if so, whether you've found any solutions?

Thanks

Andrea

Ian Fox · October 9

we use RE to generate a R68 report and now cant seem to have visibility of the report to validate it. has anyone else this issue

Austen Brown · October 23

If you haven't already, I recommend cross-posting this question to the UK specific RE User Group on Facebook: https://www.facebook.com/groups/UKREusers/

Suzie Capps · October 23

I know they are having some issues with this as when I was talking to a support agent they mentioned that things were hectic due to some issues with their gift aid rollout (but my support call was on a different topic!) … I haven't attempted to run one through NXT yet, but definitely feeling a bit anxious about it - another piece of functionality they have removed from database view without fully testing the web view replacement…….

Suzie Capps · October 24

https://community.blackbaud.com/discussion/comment/307674#Comment_307674

I don't think you can export a report anymore - you can only create a query based on gift aid eligibility. Please post as an idea on the ideas bank to get blackbaud to add this function back in!

Andrea Wilson · October 27

Thanks all, for your comments so far. It turns out that our issue is related to missing 'first names'. BB developers have been told by HMRC that full first name is required however we don't have full first name for many of our supporters. We do have 'initial' but the new submission tool is not recognising this as valid.

There seems to be conflicting infomration on HMRC website about what is required, we can find articles that suggest initial is fine (see two examples posted below):

https://www.gov.uk/guidance/schedule-spreadsheet-to-claim-back-tax-on-gift-aid-donations

https://www.gov.uk/government/publications/charities-detailed-guidance-notes/chapter-3-gift-aid

However BB Devs have interpreted the below as meaning that full first name is required:

https://www.gov.uk/claim-gift-aid/gift-aid-declarations

We haven't had any previuos claims (containing just an initial) rejected by HMRC so didn't think this was an issue, has anyone else experienced this?

Thanks.

Rachel Andrew · October 28

Andrea

We have had the same problem and were told that if you want to claim using RENXT a first name will be needed, and If we are unable to obtain the first name, we need to make the claim outside of RENXT using a spreadsheet and submit to them direct.

Claims with initials were submitted without any problems using database view so this is definitely a change.

I opened a case about it, number 020546451 but it has been closed without a satisfactory outcome.

Paul Mantell · November 4

We too are having the same issue in regards to first name / initial when claiming gift aid. HMRC have confirmed that initial is sufficient so we have escalated this issue to BB management now.

Nicola Lawson · November 4

I work with Paul M and this issue is pretty fundamental to us. Having escalated it to BB account management I also spoke to HMRC yesterday and they confirm that full first name is not a requirement, first initial is sufficient. Whatever change has been made in the gift aid rules applied in NXT is not correct and extremely damaging to fundraising.

Paul Mantell · November 4

https://community.blackbaud.com/discussion/comment/307674#Comment_307674

That report is no longer available in NXT. Once you have run the claim you will have to run a gift query on the tax claim to see all relevant gifts in the claim.

Carey Evans · November 4

We had this issue submitting our GA claim with Blackbaud RE yesterday. We were told that we need to have full first name, not just initial. But we phoned HMRC and they confirmed that first initial is adequate. The frustrating part is that we had no notice from Blackbaud that this was changing and so had no time to try and gather names. We have many Gift Aid eligible donations every month that only have a first initial on them and while it's an ongoing project to source first names, we still have many outstanding. We have had to scramble to submit separately to HMRC in multiple spreadsheets because of the number.

Why did Blackbaud not give any notice of this?

Andrea Wilson · November 18

We had a response from BB support earlier this week following us providing the above reference examples on HMRC website that full first name was not currently mandatory:

I confirm that the issue with the first initial has been resolved. You will now be able to include these in the claim and submit to HMRC without an issue. We are still seeing claims getting stuck in processing but our team have found the root cause and are working on a solution, I'll contact you once this has been rolled out. Until this is resolved, please process claims in smaller date ranges so if you would run it for 4 years please try it for a year at a time and include a gift query with the date range in it rather than using the date range in the claim itself.

I hope this is useful to some of you 🤞

Paul Mantell · November 18

Thanks for the update, much appreciated. Fingers crossed that it does indeed work now!

UK Gift Aid Submission - cannot submit

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