School Fund Donations and reclaiming gift aid

 

Set up accounts to be 'Gift aidable' accounts, then record money received and automatically generate HMRC return.    Record money either as individual donations with full donor details (for donations over the £20 threshold) or record aggregated donations (sponsored walks etc) or 'bucket' donations for non uniform days, collections after performances etc.    

 

Setup direct debits so that PFM automatically recognises payments received each month/term/year without further data entry.

 

Record money as cash / cheque / internet payment or standing order.

 

Automatically generate the R68GAD spreadsheet required by HMRC (since April13) to reclaim gift aid and generate additional audit reports as required.  The Charity Commission report is also automatically produced.