UK:Changing designation on paid pledge instalment removes gift aid tax claim number

When you change the designation on paid pledge instalment that's already had the gift aid claimed the tax claim number is removed from the payment.

This shouldn't happen if the new designation still qualifies for gift aid for the existing charity claim reference number.

It also means the payment can be picked up by a new R68 process when it's already been claimed.
 
We are currently evaluating this issue.

Steps to Duplicate

Steps to duplicate:

Replicated on sample v3.0 SP12 data.


- Ensure the UK product flag is set on the CRM install




Firstly check you have Tax claim settings setup within the Gift Aid Settings before proceeding
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1. Go to revenue functional area
2. From configuration menu click Gift Aid settings
3. Make sure there is valid Tax claim settings setup and a Tax rate setup to use




Add a new individual constituent that has a valid declaration
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1. Go to Constituent functional area and add a new constituent record with a name and address
2. On the new record go to Revenue and recognition area from the More information menu
3. Click on the Declarations tab and click Add button
4. On the Add declaration form:

Declaration
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Reference number: [Select a Reference number from drop-down]
Made: 01/06/2015
Start date: [06/04/2015]

Indicator: [Written]


Status
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Pays tax: Yes


Confirmation
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Sent: 03/06/2015
Returned: 05/06/2015


Click Save

* Constituent should now be showing as having a valid declaration




Add a pledge to the record
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1. For the new constituent added click 'Add pledge' from Tasks menu
2. On Add pledge form:

Account system: System Generated Account System

Amount: £1000

Designation: BUILDING

Payment method: Check

Frequency: Monthly

Starting on: [today]

No. of installments: 2

Post status: Not posted

Click Save





Add the two payments to the pledge
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1. For the new constituent added click 'Add payment' from Tasks menu
2. On Add payment form:

Amount: £500

Apply it to the pledge you've added above

Payment method: Cheque

Click Save


Repeat the above steps to add the 2nd installment payment.

Go back to the pledge itself and check the two instalment payments are made.




Run an R68 process to claim the gift aid on the pledge
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1. Go to Revenue functional area and click on the R68 task
2. Click add button to add a new process
3. On the add R68 process form:

Name: [give it a name, e.g. BB Test R68]
Charity claim reference number: [select correct claim reference number based on what you selected earlier on the constituents declaration tab]
Check 'Update Gift Aid status' box
Check 'Process Standard R68 claim' button

Add a selection if you want to pinpoint the record or just select Start date and End date of 'Today'

Tax claim number: [use a unique number e.g. BB999]


4. Click Start process and your records should be found
5. Click 'Update revenue records'


The pledge payments should now have a tax claim number in the Application details section of the payment record.




Edit the designation on one of the pledge instalment payments
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1. Go to the pledge record and click Edit pledge from the Tasks menu
2. On the Edit pledge form click the blue Designation link
3. On the split designations form that pops up assign £500 to a new second designation e.g. LIBRARY and change the original BUILDING designation to £500 too.
The new designation must be eligible for gift aid under the same charity claim reference number as the first designation.
4. Click Yes to the two warning messages:

This pledge contains paid installments. When you change the designation of a paid installment, the program does not record the previous designation information.
If that information is important to you, we recommend you record the original designation before you make the change.

Are you sure you want to change the designation?

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This pledge contains paid installments. When you change the designation of a paid installment, the program does not record the previous designation information. If that information is important to you, we recommend you record the original designation before you make the change.

Are you sure you want to change the designation?




5. Click the Edit installment designations button on the Edit pledge form and change the designation to LIBRARY on the 2nd instalment, click Save
6. Go to the pledge record and from the Installment/Write-off Activity tab check the application details of both payments


Notice that the 1st instalment still has the tax claim number added by the R68 process which is correct but the 2nd instalment has had the tax claim number removed which is wrong.

If you run a new R68 process then the edited instalment gets picked up as eligible to be claimed.

Environment

 Internet Explorer
 IE11
 Windows 7 (64-bit)
 SQL Server 2008 R2
 Blackbaud CRM
 3.0
 3.0.516.70

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