Reclaim Status | The current status of the reclaim |
Recalculate Reclaim | If there are any changes to the Gifts or the Declarations for any Donor the Gifts in the reclaim need to be recalculated using this button. |
Reclaim Date | Gifts will be reclaimed up to and including this date. |
Totals Summary | Opens up a Reclaim Totals Summary screen showing the Gifts totalled in various ways. |
Tax Reclaim Rates | Opens a window showing the tax reclaim rate for the selected reclaim period. |
Earliest Donation Date | The date of the earliest Gift reclaimed. |
Latest Donation Date | The date of the latest Gift reclaimed. |
Total Donations in Reclaim | The total amount of all the Gifts in the reclaim. |
Estimated Reclaim | An estimate of how much the tax reclaim will be using the basic tax rate information. The actual amount will probably differ. This does not include Small Donations and Adjustments |
Number of Donations | The total number of Gifts in the reclaim. |
Letters to Donors and Treasurer | This button opens up the window to produce Donor Summary Letters and a report in the style of the old R68 Reclaim form (used before 2013). |
Small Donations and Adjustments | allows a reclaim under the Gift Aid Small Donations Scheme. |