Annual Donation Certificates
Use this screen to prepare and distribute donation certificates. The certificates :-
- Show the value of donations made in the PAYE year to which they relate
- Confirms whether a taxpayer date is active
- Confirms, where a taxpayer date is active, that Gift Aid will be claimed at the prevailing rate
- Displays a "Thank You" text
- Comments, where a taxpayer date is not active, that should the recipient be a taxpayer then please provide details so Gift Aid can be claimed
PAYE Year
Certificates are related to PAYE (Income tax) years, running from the 6th April to the following 5th April. Select the the PAYE Year required from the drop-down list. They may be printed as PDF's and/or emailed.
Select the Donor
A user may opt to print and or email a number of donation certificates as a bulk job. Click the ALL box; if required deselect any documents from the list not needed to be printed/emailed and click on PRINT or EMAIL. If printed a pdf file with all selected documents is then prepared.
Individual donation certificates, selected by searching for a particular donor using the "Name Like' field or scrolling through the list, may be printed/emailed by clicking the the printer icon or arrow icon to send as email.
Donors may be selected as a group of Donor Types from the drop down
Address Top/Left (mm)
When printing donation certificates to send as hard copy these fields allow for positioning of the donor address when using envelopes with a clear address window.