We are able to remove a donation from our Gift Aid claim if we need to.
To remove a donation from a claim, we will need to go to the Transactions section, search for the Donor, using their Name or Giving ID, and locate the relevant donation. Once we have located it, click the orange pencil, to the right of the transaction, and switch the, Is Giftaidable? toggle, to off. We’ll then need to click the Save button.
Alternatively, we can go to the Donors section, and follow the same process as described for the Transactions section.
If the donation is listed as Pending Claim, we won’t be able to change the Is Giftaidable? toggle
If the donation is on a claim that has been locked, but not submitted, the donation will be removed straight away.
If the donation is on a claim that is already submitted, we will need to ensure that we switch on the toggle to include any repayments due to HMRC, on our next claim. The amount claimed for the donation we are removing from the locked claim, will then be deducted from the new claim.