Submission to HMRC¶
Manual method (spreadsheet)¶
This extension provides a Gift Aid Report template which provides all the information required for submitting to HMRC in the right formats.
- Special characters are removed from First name and Last name.
- Address is formatted into "House name or number" and Postcode.
- Amount fields do not have the currency symbol.
If you don't have the report setup, go to Administer->CiviReport->Create new report from template and find the Gift Aid report.
The report can be filtered by batch. Use the batch filter to select and then export to CSV.
Automatic method (install Gift Aid online extension)¶
You can install and configure the Gift Aid online extension to submit batches automatically.