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TODO Index
Main Index:
Welcome
Introducing hontreasurer.com
Online Manual
How Do I?
HELP! I'm Stuck!
TUTORIAL
The
Forum
TODO List:
Next Release
Budgets
Identify Cheque Books, Payin Books
etc.
Fixed Assets
Accruals & Prepayments
Loans
Memorandum Accounts &
Postings
User-defined fields on Members/Contacts
General Notes or Message Area
Prior Year comparison in Reports
UK VAT
UK Gift Aid
Attendance Records
Text
Messaging
Submit
Your Comments/Ideas
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This is our
specification for the UK Gift Aid (GA) scheme under which income tax
paid by the donor on gifts to charities and other qualifying bodies
such as public sports clubs, can be reclaimed. If anyone can see
anything wrong or anything else which is required, please let us know.
Every Contact (Member) to have a flag indicating that the GA
declaration has been signed. We are not going to cater for when they
signed because GA seems to be retrospective anyway. If they cease to
pay income tax, run relevant reports before resetting the flag to no
GA.
Every Activity to have a flag indicating whether that Activity is
eligible for GA or not and, optionally, a percentage to be applied to
the total. This percentage is to support cases where any profit on an
activity can be regarded as a gift. The profit can be calculated using
other features on the system and then updated manually on the activity
as required. (We don't think it is worth trying to do this
automatically as it will normally be only a few activities and the
rules could get complex.)
A new report which lists all transactions between specified dates where
both the Contact (Member) and Activity qualify for GA. Report to show
the Activity (including the year), Contact (Member), Date, Payment Type
(cheque, cash), Receipt Number if issued, the gross amount of the
transaction and the GA percentage if different. Gross and GA amounts to
be totalled by Activity and over all activities.
It would be easy to provide a report similar to the above but listed by
Contact (Member) rather than by activity.
There should be an Action (which can be put on a Role or withheld)
which prevents users seeign Gift Aid on members or running the report.
These features should make it easy to complete the GA claim and provide
backup to that claim if it were ever to be required.
THIS FEATURE IS RELEASED.
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