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Getting Started
Guide to Gift Aid
FAQ
Getting started with Fund Filer
First steps in Fund Filer
Before you start
Order of setting up
Setting up your organisation
Your organisation
Your authorised signatory
Change of officers and compliance
Setting up users
Users and user levels
Setting up users
Creating funds
Creating funds
Managing funds
GASDS-related set ups
Community Buildings and Connected Charities overview
Setting up a community building
Donors
Donor records
Creating donor records
Uploading donors
Donor references
Using the donors list
Reviewing donation history
Archiving donors
Claiming retrospectively
End of year tax advice to donors
Merging duplicate donor records
Donors and compliance
Taxpayer status and Gift Aid declarations
Donor names
Donor addresses
Retrospective claiming windows
General donor FAQ
A donor was entered onto Fund Filer as a non-taxpayer but has now completed a Gift Aid declaration. How do I add their past donations to a future claim?
missing
A tax paying donor has been set up as a non-taxpayer. How do I change this and ensure that Gift Aid is claimed on the donations I’ve already entered?
missing
A non-taxpaying donor has been set up as a taxpayer. How do I correct this?
missing
I’ve changed a donor address on Fund Filer but the record still shows the old address. What have I done wrong?
missing
I am creating donors for a specific reference sequence and Fund Filer won’t offer the next available number. Why not?
missing
Donor upload FAQ
The system ‘hangs’, apparently not doing much, why is this?
Fund Filer is reporting a mass of errors and not uploading all of my records?
Why is Fund Filer saying there is nothing to upload?
Why is Fund Filer uploading some records and not others?
Donations
Individual donations
Recording donations - overview
Recording an individual donation
About recurring donations
Creating recurring donations
Managing the recurring donations list
Editing, deleting and adjusting donations
Editing and deleting unclaimed donations
Adjusting for past repayment claims
Gift Aid Small Donations Scheme (GASDS)
GASDS overview
‘Top up’ and ‘community buildings’ explained
Recording GASDS receipts
Keeping track of GASDS
Non taxpaying regular donors
Moving from ‘Community Buildings’ to ‘Top-Up’ on Fund Filer
Handling ineligible GASDS donations
Special note for Anglican single churches
Fund Filer and GASDS
Aggregated donations
About aggregated donations
Recording aggregated donations
Sponsored donations
About sponsored donations
Loose cash
About loose cash
Donations FAQ
What’s the difference between the Small Donations Scheme and aggregated donations?
How do I find a donation I wish to edit?
How do I find donations for a particular donor?
Must I use ‘Community Buildings’ if there is more than one church in my PCC?
Making repayment claims
Submitting repayment claims
Windows for claiming retrospectively
Submitting a repayment claim
Keeping records of your repayment claims
Dealing with errors
Gateway error 1046 authentication failure
Unlocking a repayment claim
Claiming FAQ
I keep getting an authentication error whenever I submit. I’ve tried everything. What is the problem?
HMRC has rejected my repayment claim. How do I resubmit it from Fund Filer?
missing
It’s been weeks since I sent the claim in. Is this normal?
missing
I’ve just joined Fund Filer and have a backlog going back several years. Can I record donations in bulk to save time?
missing
How far in time can I go back to make repayment claims?
missing
How far in time can I go back to claim under the Gift Aid Small Donations Scheme?
missing
Reports
Summary reports
Summary by donor
Summary by fund
Detail reports
Donation by date report
missing
GASDS detail
missing
Donor giving levels
missing
Guide to Gift Aid
Background to Gift Aid
Administering Gift Aid
Dealing with HMRC
Frequently Asked Questions
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Getting started with Fund Filer
First steps in Fund Filer
Before you start
Order of setting up
Setting up your organisation
Your organisation
Your authorised signatory
Change of officers and compliance
Setting up users
Users and user levels
Setting up users
Creating funds
Creating funds
Managing funds
GASDS-related set ups
Community Buildings and Connected Charities overview
Setting up a community building
Donors
Donor records
Creating donor records
Uploading donors
Donor references
Using the donors list
Reviewing donation history
Archiving donors
Claiming retrospectively
End of year tax advice to donors
Merging duplicate donor records
Donors and compliance
Taxpayer status and Gift Aid declarations
Donor names
Donor addresses
Retrospective claiming windows
General donor FAQ
A donor was entered onto Fund Filer as a non-taxpayer but has now completed a Gift Aid declaration. How do I add their past donations to a future claim?
missing
A tax paying donor has been set up as a non-taxpayer. How do I change this and ensure that Gift Aid is claimed on the donations I’ve already entered?
missing
A non-taxpaying donor has been set up as a taxpayer. How do I correct this?
missing
I’ve changed a donor address on Fund Filer but the record still shows the old address. What have I done wrong?
missing
I am creating donors for a specific reference sequence and Fund Filer won’t offer the next available number. Why not?
missing
Donor upload FAQ
The system ‘hangs’, apparently not doing much, why is this?
Fund Filer is reporting a mass of errors and not uploading all of my records?
Why is Fund Filer saying there is nothing to upload?
Why is Fund Filer uploading some records and not others?
Donations
Individual donations
Recording donations - overview
Recording an individual donation
About recurring donations
Creating recurring donations
Managing the recurring donations list
Editing, deleting and adjusting donations
Editing and deleting unclaimed donations
Adjusting for past repayment claims
Gift Aid Small Donations Scheme (GASDS)
GASDS overview
‘Top up’ and ‘community buildings’ explained
Recording GASDS receipts
Keeping track of GASDS
Non taxpaying regular donors
Moving from ‘Community Buildings’ to ‘Top-Up’ on Fund Filer
Handling ineligible GASDS donations
Special note for Anglican single churches
Fund Filer and GASDS
Aggregated donations
About aggregated donations
Recording aggregated donations
Sponsored donations
About sponsored donations
Loose cash
About loose cash
Donations FAQ
What’s the difference between the Small Donations Scheme and aggregated donations?
How do I find a donation I wish to edit?
How do I find donations for a particular donor?
Must I use ‘Community Buildings’ if there is more than one church in my PCC?
Making repayment claims
Submitting repayment claims
Windows for claiming retrospectively
Submitting a repayment claim
Keeping records of your repayment claims
Dealing with errors
Gateway error 1046 authentication failure
Unlocking a repayment claim
Claiming FAQ
I keep getting an authentication error whenever I submit. I’ve tried everything. What is the problem?
HMRC has rejected my repayment claim. How do I resubmit it from Fund Filer?
missing
It’s been weeks since I sent the claim in. Is this normal?
missing
I’ve just joined Fund Filer and have a backlog going back several years. Can I record donations in bulk to save time?
missing
How far in time can I go back to make repayment claims?
missing
How far in time can I go back to claim under the Gift Aid Small Donations Scheme?
missing
Reports
Summary reports
Summary by donor
Summary by fund
Detail reports
Donation by date report
missing
GASDS detail
missing
Donor giving levels
missing
Guide to Gift Aid
Background to Gift Aid
Administering Gift Aid
Dealing with HMRC
Frequently Asked Questions
I’ve changed a donor address on Fund Filer but the record still shows the old address. What have I done wrong?
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