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The Member
Details screen records the member’s information, donor information (if different),
gift aid declaration details and a record of subscriptions, donations and attendance. |
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Donations
can be entered using the Add Donations, Regular
Donations or Donation import screens. Donations that have not yet been reclaimed for tax, can be edited using
the Edit Donations screen. |
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To make a
repayment claim, simply select the date range you require and the program
will select all the donations that are eligible for a tax refund. You can print a
Repayment Claim report before confirming the claim to check that everything is OK. |
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When
you confirm the claim, the HM Revenue & Customs approved substitute R68
claim forms can be printed on
plain paper. The program will automatically produce a
separate R68 Gift Aid schedule for each accounting period and tax
rate, if applicable. |
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A
full claims history is stored and reports can be reprinted and exported to
Microsoft Excel®.
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Subscriptions
can be generated according to the membership category and subscription frequency (i.e.
annual, monthly etc.). Subscriptions received are recorded and updated to the donation
records for gift aid repayment claim purposes, where appropriate. Overpaid subscriptions
can be analysed as a single donation or the amount overpaid can be analysed differently.
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The
range of reports available includes Donor Statements that can be produced for whatever
date range you require. |
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Subscription
and donation details can be exported to an Excel spreadsheet for a selected date and
member/ donor range. This can be used to carry out whatever further analysis you require.
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