parent nodes: Reclaim Summary
Donor Summary Letters
This is where all the main letters and forms are created.
The options are greyed out until there is a valid destination folder to save the results.
The Donor letter is sent out to each Donor as an aid for them to fill in their annual tax return. It is a good idea for a Donor to use the self assessment online forms so that their tax code is adjusted (favourably) to take account of Gifts donated. It also provides an opportunity for the Donor to check that no Gifts have been missed that should be taken into account.
If there have been multiple reclaims in the year it is a good idea to enter a date in the "Include all reclaims since" field. This will typically be 5 April of the previous year.
The letters can be produced for all Donors which is the normal initial use or for an individual Donor. The letter for an individual is typically used if there is an adjustment to the gifts reclaimed for that Donor, pehaps if the income tax paid in the year will not cover the reclaim.
Clicking on the link to the letter will open it in whatever default word processing application is installed on the computer.
R68 Reclaim Form
This produces a report in a similar style to the HMRC form R68 that used to be submitted to HMRC.
This produces a breakdown of the tax reclaim for the Charity's treasurer. This is either based on the initial reclaim made or, if known the actual reclaim amount.