Gift Aid Hub
Pre-tax claim audit & submissions software
Bringing simplicity to the Gift Aid tax claim process
How we can help you
Gift Aid Hub was the “first out of the box” product by the Giftease team. Having delivered Gift Aid solutions to the sector for over 20 years, Gift Aid Hub was the natural launch for our platform. In summary, the product stores previous claims, drafts new claims and delivers ongoing accruals.
- Accruals
- Preview tax claims
- Store past tax claims
- Custom exclusions
- Submit tax claims
- Identify repairable Gift Aid
Making a tax claim is simply a matter of pressing a button any time – anywhere.
What it does
Managing the fully automated pre-tax claim audit, the Gift Aid Exclusions Manager determines – based on eligibility – what can go forward to be claimed and holds back and reports on what has failed the pre-submission tax claim checks. This feature alone will save hours, if not days, of checking and rechecking the validity of the donations in your latest tax claim.
Gift Aid Hub refreshes each time your data is synched. It not only audits every single donor and donation in a new claim, no matter how large that claim, but it also produces a report of every donor and donation which has failed the mandatory HMRC rules.
All repair selections are exportable as TXT or CSV files to share with colleagues at a click of a button.
How it works
What you can expect
Draft
Draft your claim at the push of a button for pre-tax claim audits. Create in seconds, not hours, customised claims by date range, and run and rerun multiple draft claims until you are ready to submit the claim or access monthly or annual accruals.
Audit
Audit your draft claim with our intuitive breakdown summaries built into every claim. Our claims allow you to make one single claim broken down by eligible tax years. We even include the option to list supporters within the claims and to click through to the supporter’s record to check their Gift Aid record and declaration image.
Submit
Submit your claim directly to the HMRC Government Gateway and receive an automated notification once completed. Access the digital receipt from the tax claim record, see the claim retained in your historic claims list, and even reopen the claim to export the summarised submission data.
Writeback
Dependent on your CRM solution, we can create tailored writeback files to update gifts with the newly claimed Tax ID or even automate the writeback process for you. Your host data will always be up to date with submitted tax submissions.
Gift Aid Hub Features
More than just Gift Aid submissions
Main Dashboard
Exclusions Overview
Exclusions Breakdown
Tax Claim Summary
Tax Claim Preview
Smart View - Gift Aid
Main Dashboard
Exclusions Overview
Exclusions Breakdown
Tax Claim Summary
Tax Claim Preview
Smart View - Gift Aid
Gift Aid Hub Features
More than just Gift Aid submissions
Why choose Gift Aid Hub?
For years, charities have made their tax claims with very few options on the amount of pre-tax claim checks that can be feasibly carried out, leaving many charities to wonder if the data on their CRM would pass an HMRC Audit. Gift Aid Hub is a game changer.
Claiming Gift Aid that is rightly yours
Think of Gift Aid as a timeline. At the point of claim, the Gift Aid Hub uses the latest information from your data to generate the claim. Moreover, Gift Aid Hub will ensure every eligible unclaimed donation is included in the claim.
Maximise your Gift Aid funds
It is frustrating to wonder who you should target for Gift Aid and who is risking your tax claims with Gift Aid errors. Gift Aid Hub’s Exclusion Manager will provide instant stats on every supporter who has failed one of the HMRC Gift Aid rules or your custom exclusions.
Accruing, drafting & managing tax claims
The Gift Aid Hub updates accruals every time you send us a data synch. Draft claims are delivered at the click of a button, allowing you to manage and audit claims before submission. We store claims for up to five years. Gift Aid Hub is your go-to tool for getting through external and HMRC audits.
HMRC Accreditation
We have worked with HMRC with Gift Aid for over 20 years, ensuring our processes meet their exacting standards, seeking advice for our clients and supporting our charity base to understand what is required by HMRC in the event of an audit. Our Gift Aid software is HMRC-recognised.
Support we offer
Providing security, experience, and solutions
- The Support we offer is based on our can-do philosophy
- Over 50 years combined senior management team experience
- Charity people who really understand your challenges
- Providing solutions to the problem of multi-platform data.
We also offer
Gift Aid professional services
Gift Aid validation
With years of experience behind us, the Professional Services Team will index and validate any Gift Aid Declaration, no matter how old. We understand the importance of recognising a declaration which will pass HMRC audit checks, more importantly, identifying declarations which need repairing.
Learn more
Gift Aid Repair
Having identified invalid declarations, we work with you to prepare the letters required to contact supporters to correct the declaration errors. We help replace lost declarations and even include tax claim status updates for future claims.
Learn more
Discovery day
We meet many charities that need a Gift Aid sanity check. We spend the day with you identifying any weaknesses in the processes which could put your Gift Aid at risk and work with you to put Gift Aid at the heart of your organisation.
Learn more
Bespoke workshops
Having spent time with your teams we identify areas of Gift Aid which may need no more than workshop training. Bespoke workshops, unlike our classroom learning, allow your charity to focus on what you need to bring order to your Gift Aid Scheme.
Learn morePricing
Choose a subscription that works for you
Giftease offers three subscription tiers. You can purchase each Giftease product individually or combine your products to develop a powerful fundraising tool. See below for our example costs based on purchasing just this product.
Gift Aid Hub requires a 12-month subscription, but Smart View is included for FREE.
Offering the complete package
Our Gift Aid Hub solution can also be combined with
Media Hub
Media Hub is our cost-effective and intelligent media storage and retrieval solution
Learn more
Smart View (Free)
Smart View is our Interactive supporter relationship view presenting the critical stats at the click of a button
Learn more
Analytics
Creating beautiful interactive data visualisations with our in-built Microsoft Power BI tool
Learn more
Bespoke Reporting
Save time recruiting, training and embedding a data team with data services from Giftease Solutions
Learn more