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Old 01-07-2008, 11:10 AM   #1 (permalink)
DavidZ DavidZ is offline
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Join Date: Jul 2006
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Adjust Tax Claim Functionality (UK)

I have been helping review the Gift Aid tax claim adjustment functionality in 7.82. I remember when the functionality was first proposed and I looked through some early technical specification that I had reservations. The main problem I see is that the whole process has been split up from the regular adjustments. I find it somewhat of a compromise and was wondering how others have handled working with regular adjustments and tax claim adjustments. How have they affected you day to day processing.

For the Non-UK among you there is some new functionality in the UK version that allows for an adjustment to be made to a gift that has a gift aid claim on it so that you are able to either just refund the gift aid or refund the gift aid and adjust the new gift. The problem is that this is incorporated into RE via a new menu item adjust tax claim whereas it really should have been part of the original adjustment process.

Thanks

David
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David Zeidman
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