As Treasurer of a uk charity using Quickbooks I’m trying to find a way of producing a report that is acceptable to hmrc when making a giftaid claim. Anyone done it?

thesquire46 · ‎October 08, 2019

Currently I produce a report of all giftaided donors deposits and manually transfer the information to the hmrc form. It is very time consuming and I know they accept some reports produced by other accounting software.

Giovann_G · ‎January 22, 2022

Hello, thesquire46.

I understand how important it is for you to prepare a Gift Aid report that is acceptable to the Her Majesty's Revenue and Customs (HMRC). Currently, a report like this isn't possible in QuickBooks Online.

As a workaround, run the Transaction List by Customer/Donor report and export it to Excel as described by my colleague above. You can then customize it according to the HRMC format.

Also, I encourage you to submit a product request within QuickBooks. Our product development team will review your request. They'll be the ones to include it in future updates after it's been approved.

Here's how:

Click the Gear icon.
Select Feedback.
Enter your product suggestion.
Hit Next to submit.

In addition, I've included the following articles for more insights from recording transactions through running reports:

Let me know if you have further questions managing your Gift Aid claim. We're always here to help.

View solution in original post

ShiellaGraceA · ‎October 08, 2019

Hi thesquire46,

Currently, creating an HMRC gift aid report isn't possible in QuickBooks Online. You'll want to pull up a transaction list by customer/donor report and then export it to Excel as your workaround. Let me guide you how.

In the left navigation panel, click Reports.
Type "Transaction List by Customer/Donor" in the Find report by name field.
Edit the Report period, then Run report.
To export, just click the Export icon.

Please see attached screenshot.

You can also check our page about reports and accounting if you need some help articles for your future tasks.

You can always come back here in the Community space if you need help with anything else.

thesquire46 · ‎January 21, 2022

I raised this question over 2 years ago, can you please let me know what progress has been made in developing an appropriate form to accompany Gift Aid claims to the UK HMRC. I an aware of several Charities who have decided not to use your system because this is an important aspect of the running of a UK Charity. You could do better on this!

Giovann_G · ‎January 22, 2022

Hello, thesquire46.

I understand how important it is for you to prepare a Gift Aid report that is acceptable to the Her Majesty's Revenue and Customs (HMRC). Currently, a report like this isn't possible in QuickBooks Online.

As a workaround, run the Transaction List by Customer/Donor report and export it to Excel as described by my colleague above. You can then customize it according to the HRMC format.

Also, I encourage you to submit a product request within QuickBooks. Our product development team will review your request. They'll be the ones to include it in future updates after it's been approved.

Here's how:

Click the Gear icon.
Select Feedback.
Enter your product suggestion.
Hit Next to submit.

In addition, I've included the following articles for more insights from recording transactions through running reports:

Let me know if you have further questions managing your Gift Aid claim. We're always here to help.

sg28948 · ‎May 17, 2022

I agree that inability to customize reports to suit HMRC is major drawback causing me to regret my choice of QB. I am currently assessing alternative packages and will move from QB if right functionality is found.

I note that there is a column called "Donor Type" and yet no corresponding field. This could be a solution if we could group donors by type and separate Gift Aiders in the appropriate reports.

val0956 · ‎August 31, 2022

I have the same problem. In the desktop version I had a report that worked fine. I have just moved all of my clients to Quickbooks online and it is very frustrating that the reports do not work in the same way they did before. I will put in a request as mentioned above and hope someone will take notice.

thesquire46 · ‎March 27, 2023

I'm interested to know whether your development team have considered this problem for UK Charity Treasurers of sufficient importance to give some time developing a report appropriate for submission to the UK HMRC for Gift Aid claims.

Ashleigh1 · ‎March 27, 2023

Hello Thequire46, this has been passed onto our developers and it might be something that comes out in the future.

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As Treasurer of a uk charity using Quickbooks I’m trying to find a way of producing a report that is acceptable to hmrc when making a giftaid claim. Anyone done it?