blogs & Things

Processing & Auditing Of Gift Aid Made Easier With giftaidThing

Our Microsoft Dynamics 365 application, giftaidThing, helps organisations deal with Gift Aid donations (via SMS, paper or online), their validations and submissions to HMRC

giftaidThing makes sure that there aren’t any errors in gift aid submissions and therefore helps to make the processes more efficient, both in time and money.

giftaidThing…what is it and why should NonProfit’s be interested?

When submitting a Gift Aid claim to HMRC it’s important there aren’t any errors in the submission.

If the level of errors is only minor HMRC may make an agreement with a charity through means of a ‘Yellow Card’ warning system.

In these circumstances HMRC will only look to recover tax that is due for the year that’s under review, as long as the charity agrees to take any suggested actions as required by them in order to improve the keeping of their records (and therefore minimise these faults occurring in the future).


giftaidThing removes that risk of error.


It’s a great example of how Microsoft Dynamics 365 can automate processes within an organisation. All Gift Aid claims from a non-profit must be compliant and auditable within the HMRC regulations framework. If not, fines can occur.

An error rate of only 4% can make you eligible for a fine and potentially a ‘Yellow Card’

Information such as addresses, currency, identity, and much more is checked to see if the donation can be validated and it’s these fields that need to be 96% plus correct.

giftaidThing will help you to forecast your Gift Aid revenue accurately, reliably and makes audits stress-free.

For those of you who are wondering if it can only work on one channel, the answer is no, it works on multiple donation platforms at the same time, which eases the resource intensive task of validating claims manually and can handle around 40,000 records at once.

Where giftaidThing comes into it’s own is comparing the giftaid records against your existing and historic records for discrepancies.

Analysis of these records is then done on Azure which also helps to keep computing costs low.

If an issue is identified it allows your staff to correct it before it gets sent off for validation and submission by HMRC.


giftaidThing doesn’t finish its job there though, it keeps on working…


After submitting your claim to HMRC, the software within giftaidThing continues to check the claim made and then creates a detailed report upon approval to confirm what has been successfully validated by HMRC.

This information can then be used by yourselves to update your accounts in real time.

This flexible cloud-based tool is also easily customisable.

If you’ve identified a trend within the non-compliant claims that giftaidThing highlights, you can easily add a new validation business rule to automatically fix these issues or rule out certain submissions.

The benefit of this is that you’ll be able to reflect on the organisation’s internal processes through the validation rules.


If we’ve sparked your interest in this effective and efficient tool or have any more questions (they can be complex or simple), please feel free to get in touch for a chat so that we can help you!


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