The new-look Stewardship Giving Account: Getting the right information for your tax return

By Bethan Walker | 15 April 2019

Thanks to participants of our Early Adopter Programme who provided feedback about the new transactions feature since it was added to the new-look Stewardship Giving Account. 

With the tax year having come to an end, we've received comments from participants asking how to filter information in their transactions list for their tax return. We've put together this simple how-to-guide to ensure you access the information you need. 

 


Getting the right information for your tax return: 

 

1. Tap on the View Transactions button

 

 

2. In the drop down filter, select All top-ups (with Gift Aid)

 

 

3. Then manually select the date range from the date picker tool

 

4. You will be provided with the total amount of Top-ups that Gift Aid has been applied to. This is the figure you will need for your tax return.

 

 

For more information about our new transaction feature, read our blog here

 


 

What do you think of the new feature?

 

We’d love to hear what you think of the new transactions feature and if there is anything you would change or add. Please share your thoughts by completing our survey or leave your comments below.

 

provide feedback

 

 

What if I don't have access to the new-look Stewardship Giving Account?

Please note that the new-look Stewardship Giving Account is only currently available to participants of our Early Adopter Programme. Click here for more information and apply to join.

 

Posted by Bethan Walker

Bethan is a marketing and communications executive at Stewardship. Bethan has worked in marketing for seven years and now enjoys working in the not-for-profit sector having previously worked in Professional Services. 

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