Add ability to Use R68 report claim tax on a non primary address

Many constituents in my database have a primary address for commutation a purposes that is not in the UK. Yet the constituent pays UK income tax or cital gains tax. Currently I can not claim Gift Aid on these constituents without switching their address to a UK address and then running the R68 report to generate a tax claim submission for HMRC. I then have to remember to go back to the constituents and switch their primary address back to the commutations address in line with where e constituent has told us that they want their mail. I propse an address type tick box, similar to primary address, called "tax claim address". Therefore a constituent can have a tax claim address in the UK and primary address overseas.
  • Ben Armstrong
  • Nov 9 2015
  • Shipped
  • Feb 11, 2019

    Admin response

    This feature was implemented in CRM 4.0 Service Pack 4 and Version 3.0 Service Pack 12. When adding a Gift Aid Declaration to an Individual you can select the address and alias to be used for the R68 claim. 

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