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thesquire46
October 8, 2019
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As Treasurer of a uk charity using Quickbooks I’m trying to find a way of producing a report that is acceptable to hmrc when making a giftaid claim. Anyone done it?

  • October 8, 2019
  • 1 reply
  • 0 views
Currently I produce a report of all giftaided donors deposits and manually transfer the information to the hmrc form. It is very time consuming and I know they accept some reports produced by other accounting software.
Best answer by Giovann_G

Hello, thesquire46.

 

I understand how important it is for you to prepare a Gift Aid report that is acceptable to the Her Majesty's Revenue and Customs (HMRC). Currently, a report like this isn't possible in QuickBooks Online.

 

As a workaround, run the Transaction List by Customer/Donor report and export it to Excel as described by my colleague above. You can then customize it according to the HRMC format.

 

Also, I encourage you to submit a product request within QuickBooks. Our product development team will review your request. They'll be the ones to include it in future updates after it's been approved.

 

Here's how:

 

  1. Click the Gear icon.
  2. Select Feedback.
  3. Enter your product suggestion.
  4. Hit Next to submit.

 

In addition, I've included the following articles for more insights from recording transactions through running reports:

 

 

Let me know if you have further questions managing your Gift Aid claim. We're always here to help.

1 reply

S
ShiellaGraceA
October 8, 2019

Hi thesquire46,


Currently, creating an HMRC gift aid report isn't possible in QuickBooks Online. You'll want to pull up a transaction list by customer/donor report and then export it to Excel as your workaround. Let me guide you how.

  1. In the left navigation panel, click Reports.
  2. Type "Transaction List by Customer/Donor" in the Find report by name field.
  3. Edit the Report period, then Run report.
  4. To export, just click the Export icon.

Please see attached screenshot.

 

You can also check our page about reports and accounting if you need some help articles for your future tasks.

 

You can always come back here in the Community space if you need help with anything else.

 

T
thesquire46Author
January 21, 2022

I raised this question over 2 years ago, can you please let me know what progress has been made in developing an appropriate form to accompany Gift Aid claims to the UK HMRC. I an aware of several Charities who have decided not to use your system because this is an important aspect of the running of a UK Charity. You could do better on this!

G
Giovann_GAnswer
January 22, 2022

Hello, thesquire46.

 

I understand how important it is for you to prepare a Gift Aid report that is acceptable to the Her Majesty's Revenue and Customs (HMRC). Currently, a report like this isn't possible in QuickBooks Online.

 

As a workaround, run the Transaction List by Customer/Donor report and export it to Excel as described by my colleague above. You can then customize it according to the HRMC format.

 

Also, I encourage you to submit a product request within QuickBooks. Our product development team will review your request. They'll be the ones to include it in future updates after it's been approved.

 

Here's how:

 

  1. Click the Gear icon.
  2. Select Feedback.
  3. Enter your product suggestion.
  4. Hit Next to submit.

 

In addition, I've included the following articles for more insights from recording transactions through running reports:

 

 

Let me know if you have further questions managing your Gift Aid claim. We're always here to help.

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