Tax Reclaim

Create files to reclaim tax on donations

Overview

Produces the files required by Irish and UK Revenue to allow a charity to claim tax back on donations Works with both NPSP and NPC

Identifies donors that you can claim tax back from
Creates the tax claim file that is acceptable to revenue
Tracks tax declaration forms

For a given year, it collects all the donations for a donor (Opportunities where closed won is true and contact role is Donor or Paid Gift Transactions) where the Tax Claim Process History record does not already exist for that year and the donor has a PPS Number and a valid tax declaration and the donation record type is not in the excluded list For Irish tax claims, if this amount is greater than or equal to the threshold (€250), it creates a Tax Claim Process History record with the amount to be claimed For UK tax claims, the Tax Claim Process History record is created for all donors for the given year. It then produces a CDS file or files for the year. It also allows for a related list of tax declaration forms and updates the fields on the donor with the latest form

Compatibility

Required Salesforce Products This solution requires these products in order to work. Before you implement the solution, check that you have these products.: Sales Cloud

Compatible Salesforce Products This solution is tested to work with and extends the value of these products, but doesn't require them.: Nonprofit Solutions

Salesforce Editions: Enterprise
Unlimited

Supported Languages: English

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