Tax Claim Contact (Person Account) Information
Enclude Support
10 steps
2 minutes
Salesforce
Fields Used
1
The following fields are used in the Contact or Person Account to drive the Tax Reclaim Process:
2
- **PPS Number** - A PPS number must be entered here in order to process the tax claim. - **Last Year of Tax Claim** - This is an important field and is used to select the contacts that will be selected for processing (see next Scribe). Initially this will be set to blank. Once the contact is processed (see next Scribe), it will be set to the current year, so that this contact will not be re-selected. - **Last Amount Claimed** - The is for information only. - **Associated with this organisation** - Tick to indicate that the donor is associated with your charity - for example, a staff member. - **Tax Claim Type** - CHY3, CHY4, Gift Aid. - **Tax Declaration End Date** - This can be used as a reminder if the latest tax declaration has expired or is due to expire.
Recording Tax Declarations
3
Click "Related" on a Contact page.
4
Click "New" beside the Tax Declarations related list.
5
You must fill in the 'Date Declaration Made' and 'Declaration Type' fields at the very least.
6
Select the date that the declaration was made.
7
Select the correct type of declaration.
8
If you leave the 'Start Date' and 'End Date' fields blank, the system will calculate them based on the date the declaration was made and the type of declaration. If you enter a start date but leave the end date blank, the system will calculate based on the start date and type of declaration.
9
Once you save the record, you can see how the dates auto-populate.
10
After the declaration record is created, the type and end date are copied into the details page of the donor.
Tax Claim Contact (Person Account) Information
Enclude Support
10 steps
2 minutes
Salesforce
Fields Used
1
The following fields are used in the Contact or Person Account to drive the Tax Reclaim Process:
2
- **PPS Number** - A PPS number must be entered here in order to process the tax claim. - **Last Year of Tax Claim** - This is an important field and is used to select the contacts that will be selected for processing (see next Scribe). Initially this will be set to blank. Once the contact is processed (see next Scribe), it will be set to the current year, so that this contact will not be re-selected. - **Last Amount Claimed** - The is for information only. - **Associated with this organisation** - Tick to indicate that the donor is associated with your charity - for example, a staff member. - **Tax Claim Type** - CHY3, CHY4, Gift Aid. - **Tax Declaration End Date** - This can be used as a reminder if the latest tax declaration has expired or is due to expire.
Recording Tax Declarations
3
Click "Related" on a Contact page.
4
Click "New" beside the Tax Declarations related list.
5
You must fill in the 'Date Declaration Made' and 'Declaration Type' fields at the very least.
6
Select the date that the declaration was made.
7
Select the correct type of declaration.
8
If you leave the 'Start Date' and 'End Date' fields blank, the system will calculate them based on the date the declaration was made and the type of declaration. If you enter a start date but leave the end date blank, the system will calculate based on the start date and type of declaration.
9
Once you save the record, you can see how the dates auto-populate.
10
After the declaration record is created, the type and end date are copied into the details page of the donor.
