Tax claim Refund amount zero when including refunds in R68 (New Gift Aid) Report

Tax Claim Refund Amount shows as zero on the refund report even though original tax claim amount on the report is more than zero
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The declaration Ends date is populated and it is before the date of the gift.
For example, gift date 14/02/2011 and the Declaration Ends date 13/02/2011.
The same occurs when a declaration has been deleted after tax was initially claimed.
Tax has been claimed on the gift in error because either the declaration should not have been added, or the declaration end date should have been populated before the R68 was run.
As there is no active / valid declaration then tax cannot be calculated, even when processing refunds.

Alternate Solution:
On the Bio 1 screen click Declaration Information button and declarations will be listed.
Open the declaration and note the Declaration Ends date and blank the date.
To ensure the information is not lost, you may want to add the Declaration Ends date to the Comments field of the declaration.
Save and close the declaration and the constituent record.

When the refund is then included on the R68 report, the Tax Claim Refund Amount field will now be populated.

Once the claim is complete and the Refund number has been added to the tax tab of the gift then update the Declaration again to populate the Declaration Ends date with the date that was originally present.


 Raiser's Edge 7.91

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