Introduction


Gift Aid is a UK scheme from HMRC where eligible organisations such as charities can accept donations in lieu of payments and claim the equivalent of the donators income tax relief. This works by capturing a customers details at the PoS when they wish to purchase a qualifying item. This data is then exported and submitted to HMRC to claim tax relief for the donation.


How this works

When an item marked with a Gift Aid attribute is sold via the PoS, a prompt is displayed to confirm if the customer would like to give Gift Aid to the organisation. If Yes is chosen then the required customer detail is captured and the value of the transaction will be recorded for HMRC.


On a periodic schedule these transactions are exported to a spreadsheet and submitted to HMRC, usually via a dedicated portal for Gift Aid. Your accountant will be able to further advise on the submissions process.


For full details of Gift Aid rules see HMRC Gift Aid


The Gift Aid module should be enabled for the user(s) of a tenant before it can be set up and used. Speak to your K3 representative to have this module enabled.


This guide on Gift Aid contains the following sections


Receipts: editing the customer deceleration form printed at the PoS during Gift Aid transactions


Settings: set up required for Gift Aid such as nominating the Custom Attribute for Gift Aid items


Selecting Gift Aid Items: Gift Aid at the PoS is triggered through specific item(s) placed on the transaction. This section details how you nominate these items to be Gift Aid triggers


PoS Customer Capture: Once a Gift Aid item is placed on the transaction customer details are required by HMRC. This sections details this process at the PoS


Transactions: This section explains how the captured Gift Aid data can be export for submission to HMRC