Reclaim Summary

This is a summary of all the Gifts that make up a Gift Aid tax reclaim and the current status.

The reclaim status values are:

In process of reclaim	The Gifts that will become part of the reclaim have been assembled but not submitted.
Submitted to Gateway	The reclaim has been sent to the Government Gateway and been acknowledged but a receipt has not been received yet.
Gateway Receipt received	A receipt has been received from the Government Gateway. The reclaim amount will be forwarded to the charity.
Reclaim Received	The money has been received from the Government.

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.

Reclaims from HMRC may be sent to a variety of places

Direct to Charity	The amount is electronically sent directly to the account of the Charity.
Gift Aid Manager	A cheque is sent to the authorised official or the trustee on behalf of the Charity.
Nominated Organisation	Payment is made via a nominated organisation whose details must be entered here (name, HMRC assigned reference, postcode and telephone number).

Other information
This is text to help explain adjustments that may have been made to correct past overpayment of reclaims or to otherwise help in the reclaim process. It is often left blank.

The "Reclaim Received" button is used to enter the actual amount of the tax recovery once it have been successfully reclaimed from HMRC.

Reclaim Summary

Reclaim Submission Process