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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

1 of 1

  • 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

Categories

Business Needs
Finance
Industries
Nonprofit
Personas
Other
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

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