Making a claim could not be easier. You can claim by financial year or tax year depending on whether your organisation is treated as a company or a charitable trust for tax purposes. For example Church of Englands churches would be treated as a company.

If you want to make a standard claim simply backup your data, select the period, and click to produce the HMRC approved schedules. Both the R68 (Gift Aid) and R68 (Claim) forms are printed and approved by th HMRC.

Alternatively if you want more options, choose the Advanced claim. Now you can claim for a single fund, set a cut-off date - only claim on donations upto 31/12/2007 and produce duplicate schedules.

If you make a mistake in the claim, the program will help you to reverse the claim so that you can correct your error. If you have to refund money to the HMRC the program will also record that.

A wide variety of reports and labels have been designed, to produce information in different formats. Reports can be printed, previewed, browsed or exported and attached to emails, for example.

A report finder included with Donations Co-ordinator which lists each report (along with a description of that report). A series of options then allows you to view only the reports you are interested in making selection easier and quicker.

Reports can include all records, or you can limit the donors to find just the group of records required - eg find those who give more than £300 per year by standing order only etc. You can also produce a number of donation, purpose and fund reports with sub-totals and summaries if required.

For those organisations that have been audited by the HMRC our programs have always provided the required reports clearly and concisely.