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The Diocesan Scheme:
The Donations Received report
We can make claims annually, half yearly or quarterly. If you wish to make a claim more than once a year, then the claim must be for an amount of tax of more than £100. If you would like to change your claim frequency, or, for larger parishes, make your claim more frequently than quarterly, then please contact the Gift Aid Officer at St James' House.
When the next claim period comes to an end, you will be sent a “Donations Received report”. Your Donations Received report will be used for you to make claims on your Gift Aid Declarations.
Details on the Donations Received Report.
The heading of the report will show your parish number and name, and the period for which we are intending to claim, usually for the financial year of 1st January to 31st December.
The columns on the report are fairly self explanatory, and are as follows:
Name |
Name of person on Declaration, in alphabetical order. |
Reference |
The unique reference number, within your parish, allocated to the Declaration |
Gift Aid Valid From |
The date the Declaration is valid from. Only donations received from this date can be included in any claim against this Declaration |
Gift Aid Valid To |
The last date for donations to be included against this Declaration. This will usually be blank. For one off single Declarations, this will be the same as the “valid from” date, ie the date the gift was given. Any other date will be the date from which the Declaration was cancelled |
Total already
claimed on
in this tax year |
This column only appears in a Report for a second or subsequent claim in a particular tax year. It shows how much giving we have already claimed against for this Declaration in the tax year of the claim period. |
Total received
or
Total now
to be claimed
|
Usually blank for you to complete. It will show the amount given for single donation Declarations. |
Last donation
date |
Blank for you to complete. The date the last donation was received. |
Cash book
folio |
This will be blank, unless you have already let the Gift Aid Officer know of an envelope number or method of payment for a Declaration. |
To find out how to complete the report, go to Completing the Donations Received report.
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