Electronic Documents
Overview
| Features | Churches
|
Community Amateur Sports Clubs
| Electronic Document Storage
Simply Gift Aid takes you from the paper world to the electronic world with ease and simplicity.
The electronic document management system dramatically increases workplace efficiency and
provides instant information access. Online document storage removes the burden of excessive
paper storage thereby reducing costs for paper and office supplies. It also allows you to reclaim
your office space by freeing up areas previously used for record storage.
Should HMRC select your charitable organisation for an audit, you can rest assured that gift aid
donations and gift aid records that are stored electronically with Simply Gift Aid meet HMRC
record keeping requirements. Scanned images and links show an audit trail that links each
donation to an identifiable donor who has given gift aid. For HMRC and the charity, instant access
to these records and the ability to search individual declarations is effortless.
As most charities and nonprofits know, HMRC requires a control month to be established that
includes maintaining all gift aid aid donations received within that designated month. For
example, if a church chose the month of May as their control month, all gift aid envelopes, gift aid
donations, gift aid declarations and gift aid records would need to be kept on file and stored.
Simply Gift Aid electronically stores all control month data for six years as required by HMRC and
for years beyond.
Locating paper records in boxes and filing cabinets takes time, or worse, days. Not any more. Each
gift aid record is indexed and searchable for quick retrieval. Simply Gift Aid’s web-based system
makes manual filing, handling and routing of paper documents a thing of the past. The
transformation from slow, costly and labor-intensive is replaced with expediency, simplicity and
affordability.
Control months are organised and all data is accounted for on the Simply Gift Aid site. Audit trails
are well-defined, which gives everyone peace of mind in knowing that gift aid records are safe,
secure and readily available when needed. Your document repository contains information that
powers your critical business operations. Now you can manage you files electronically with
Simply Gift Aid’s technology.