Gift Aid

Tucasi’s Gift Aid feature allows schools to quickly and easily record payments on which tax can be reclaimed, in other words, Gift Aid donations. Parents, friends or other family members of pupils at the school who are tax payers can register so their payments are treated as Gift Aid donations where appropriate. When a Gift Aid eligible payment is received, the Tucasi system prompts the school to select the name of the donor. If parents are not registered for Gift Aid, then the system can automatically create a customised registration form for them. Once the Gift Aid payment is recorded the following areas within the system are automatically updated; pupil payment history, Gift Aid files and the Audit and Banking systems. Schools can then run the Gift Aid Payment Report at a click of a button. This report shows who made the payment in the relevant tax period, amount they have paid and the date of their last payment. The Gift Aid reclaim process could not be easier or quicker.

Features

• Gift Aid Registration is made simple with Tucasi.
• When Gift Aid payments are received the system prompts the user to select a Gift Aid donor for the payment.
• Data is automatically updated throughout the system, data does not have to be transcribed
• The Gift Aid Payment Report is produced automatically

Advantages

• Time savings from automated procedures (e.g. Gift Aid Reclaim form)
• Better data accuracy as data is only recorded once and never needs to be transcribed
• Better control since you have instant access to all relevant data
• Improved audit trail; everything is recorded