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Tax Reclaim

By Enclude - Technology Donations and Solutions for Irish Charities

Create files to reclaim tax on donations

No Ratings
Free  

Never requires payment

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Industries
Nonprofit
Business Need
Finance
Requires
Sales Cloud
Compatible With
Nonprofit Solutions

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

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
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
Additional Requirements
Either NPSP or NPC Only available to Non-profits in Ireland or the UK

App Details

Version
TaxClaim/ver 2.2 2.2.0
Listed On
05/20/2024
Latest Release
05/20/2024
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 4
Custom Tabs: 2
Custom Apps: 1
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
2.2.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
05/20/2024

Additional Details

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

Need help?

Enclude - Technology Donations and Solutions for Irish Charities

Dublin, Ireland

Support is by email only to member@enclude.ie

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