Gift Aid Unnotified Report Changes

CONTENTS

Introduction

Gift Aid Unnotified Summary Report

Gift Aid Unnotified Detailed Report

Gift Aid Unnotified Report (CSV Export) 

Introduction 

We have implemented a change to the ‘Gift Aid Unnotified Report’ to improve usability. 

A change has been made to resolve a raised issue in relation to incorrect ‘Threshold Donors’ values at the point the donor crosses the ‘Threshold’. 

This issue has now been resolved by the changes documented below: 

Gift Aid Unnotified Summary Report. 

The Gift Aid Unnotified Report can be found in the Donations menu. 

• The ‘Value’ column renamed ‘Total Sales Value’.
• ‘GiftAidValue’ columns renamed ‘Net Sales Proceeds’. This is the ‘Total Sales Value – (Commission + VAT on Commission)’.
• A new column has been added named: ‘Sales Value to Notify’. 

If ‘Threshold Option’ in the report filters equals ‘Notification Not Required’ (i.e. return donors below the threshold), the ‘Sales Value to Notify’ value will be ‘0.00. 

If ‘Threshold Option’ in the report filters equals ‘Requires Notification’ (i.e. return donors above the threshold or NonThreshold), the ‘Sales Value to Notify’ value will be a positive value (+). 

Note: The ‘Sales Value To Notify’ value maybe less than the ‘Total Sales Value’ if the notification contains any donor who are crossing the threshold limit within the notification. 

Gift Aid Unnotified Detailed Report. 

If ‘Threshold Option’ in the report filters equals ‘Notification Not Required’ (i.e. return donors below the threshold), the following changes have been made to the ‘Detailed’ Report: 

• ‘Value’ column renamed ‘Sales Value’.
• GiftAiable Value column renamed ‘Net Sales Proceeds’.

If ‘Threshold Option’ in the report filters equals ‘Requires Notification’ (i.e. return donors above the threshold or NonThreshold), the following changes have been made to the ‘Detailed’ Report: 

• ‘Value’ column renamed ‘Sales Value To Notify’.
• ‘Commission’ column renamed ‘Commission To Notify’.
• ‘VAT On Commission’ renamed ‘VAT On Commission To Notify’. 
• GiftAidable Value column renamed ‘Net Sales Proceeds To Notify’. 

The “Sales Value to Notify” value for each donor is calculated as follows: 

If the total of previously notified sales in the current tax year is greater than or equal to the “Manual True Threshold Value” then the “Sales Value to Notify” in this notification is the total of unnotified sales in the current tax year. For example:  

£1100 donor sales notified. 

£500 donor sales unnotified. 

True Manual Threshold value = £1063.83. 

Sales Value to Notify = £500.00 

If the total of previously notified sales in the current tax year is less than the “Manual True Threshold Value” then the “Sales Value to Notify” is the total of notified plus unnotified sales in the current tax year minus the “Manual True Threshold Value”. For example: 

£600 donor sales notified. 

£500 donor sales unnotified. True Manual Threshold value = £1063.83 Sales Value to Notify = 36.17. 

The Commission, VAT on Commission, Net Sales Proceeds and Expected Gift Aid values using the value calculated in the “Sales Value to Notify” column. 

Gift Aid Unnotified Report (CSV Export). 

The changes made to the ‘Detailed’ Report will be reflected in the csv export.