Electronic Gift Aid Declarations via Online Express

Matt Page

We're in the process of looking at switching to Online Express and wondering about how it records gift aid declarations and how to save the information in a way that will satisy HMRC.


Does any of the other UK members also use Online Express? How does the declaration information come through? Do you consider what comes though sufficient evidence and on what basis if so? Do you send written confirmation to donors as well or do you think whatever RE does is sufficient?


Thanks in advance,


Matt

Paul Morriss

That's a very good question. I assumed that it would create a tax declaration on the constituent (in the same way that their NetCommunity product did), but I can find no donor who has such a declaration, apart from ones we've entered by hand previously. I shall do some more research and then submit a support request. If I remember I will update you on the progress. If it's not working then we're missing out on a lot of gift aid!

Matt Page

 

Thanks Paul, I look forward to hearing what they say.

Paul Morriss

 

I took a note of a couple of gifts that were gift aidable and then looked at the constituent records after they'd been committed to RE. Unfortunately both examples already had gift aid declarations. I'll check again in a week, before I can create a case for Blackbaud.

Paul Morriss

I can confirm that declarations are created on the constituent record when the gift aid box is ticked. So it does what you'd expect!

 

Marcia Nguyen

Does it create a printable gift aid declaration form that we then keep on file for HMRC? (As well as marking it on RE.)

Paul Morriss

Marcia Nguyen:

Does it create a printable gift aid declaration form that we then keep on file for HMRC? (As well as marking it on RE.)

No it doesn't. Does the HMRC require paper forms or can they accept electronic information?

Michael Steven

This topic also came up on another post and I provided a workaround I use for NetCommunity for keeping evidence, you can see the topic here - https://community.blackbaud.com/forums/viewtopic/213/21075?post_id=68587#p68587 - but feedback from others would be appreciated.


Thanks,


Mike

 

Christopher Armstrong

Thank you for raising this issue, since reviewing this blog we have discussed the issue with a HMRC investigator who has confirmed that Electronic Declarations made via Online Express and NetCommunity both meet the requirements of the HMRC.


For more information please refer to the Blackbaud Knowhow post - http://www.blackbaudknowhow.com/blackbaud-europe/10993.htm


Thanks

Christopher Armstrong

Matt Page

Thanks for the update Christopher.

Matt