Cleaford Services Ltd Registered in England and Wales: 2952146 Registered Office: Wey Court West,Union Road, Farnham, GU9 7PT
There is a major change to Gift Aid processing following the introduction of new R68 forms during 2008. It is important to understand the requirements for ‘accounting periods’ in Gift Aid. Click here for notes on our implementation of these changes within GATS 3.9.
GATS is the tool for Churches, Charities and Community Amateur Sports Clubs (CASCs) to run their Gift Aid tax recovery arrangements.
Very easy to install and simple to use and runs under Windows 7!
Affordable by the charity sector, churches, CASCs, etc.
Designed for Treasurers of a single charity or you can run a number of charities from a single copy of the system
Build your own records of Gift Aid Declarations - when the next donation arrives the system checks whether you already hold a Declaration that will enable you to reclaim the tax
Build a pending file of donors who have not yet made a declaration - automatically produce a completed declaration form to send them
Allocate donations to specific 'appeals' or 'funds' within your charity
Reports of donations and tax recovery in any period, subtotalled by 'appeal' or 'fund'
Standing Order donations are handled with ease by GATS so avoiding repetitive entry
Standing Orders Report shows totals of donations for each interval (monthly, quarterly, etc.)
Context sensitive on screen Help throughout the system - press F1 from any screen
Simplified backup option offered each time you exit from GATS
Accounting periods and Tax status (required from 2007) explained
HelpLine generally available between 0900 and 1800
Email support available if you are new to the subject
Remote control of your PC by our technicians if you need help
Regular weekly donations automated in the same way as Standing Orders
Reports by Appeal and/or by Donor available for any period
Export data facility - for mail merge ‘thank you’ letters and Excel analysis
Quick posting facility for gifts through church envelope schemes
Instant tax claims: Click a button to create your next schedule on the GATS substitute form R68 Gift Aid as approved by HMRC - with all the maths done for you!
Click to see whether there is currently enough tax to recover to prepare a claim - instant view
GATS is easy to use - no computer experience needed, no spreadsheet work, no computer jargon
Software supplied on CD or installed by us remotely
GATS QuickStart option includes an introduction to using the software on your own PC while you watch, listen and ask us questions.
Very low purchase price
Separate report shows you how the reclaimed tax is allocated to each of your 'funds' or 'appeals'.
Report a selected donor's giving and tax recoveries for any period - useful if your supporters need the information for their Self Assessment Form.
Over 400 copies purchased by churches and charities
On the HMRC list of Gift Aid Software
Updates available when the rules change - such as the change of model declaration form from April 2006 and R68 Gift Aid schedule during 2007 and 2008. Current version includes the Transitional Relief function.
Function to ‘undo’ a claim if it is rejected by HMRC
