Charities
Help articles for Aedon.Charities: funds, Gift Aid, donors and SORP reporting.
Topics
Getting started, funds and Gift Aid
Claiming Gift Aid from HMRC
Claim Gift Aid from HMRC in Aedon.Charities: add your charity's Gift Aid details, check which donations are ready to claim, then submit and track the claim.
Donor Gift Aid Statements
Create a Gift Aid statement PDF for a donor from the Donor Activity tab, listing their donations, tax claimed and gross gift for a UK tax year.
Getting Started with Aedon.Charities
Get started with Aedon.Charities: the app's tabs, funds as an analysis code, SORP classifications on nominal codes and what you need to claim Gift Aid.
Gift Aid Declarations and Eligible Products
Record a donor's Gift Aid declaration on their contact and mark donation products as eligible, so their donations can be included in a Gift Aid claim.
SORP Reports: SoFA and Balance Sheet by Fund
Find and run the charity SORP reports in Aedon.Accounting: the Statement of Financial Activities (SoFA) and balance sheet by fund, in the SORP report folder.
Transferring between Funds
Move money from one fund to another with a Bank Payment out of the giving fund and a Bank Receipt into the receiving fund.
VAT for charities
Apportionment and Recovery Percentages: Irish Charities
VAT apportionment for Irish charities: business and recovery percentages on shared costs, the annual review, and how it links to the Compensation Scheme.
Choosing the Right VAT Code: UK Charities
How to pick VAT codes for UK charities on the 2026 codes: donations and Gift Aid, free activities, shared overheads, common miscodings and corrections.
Partial Exemption and Recovery Percentages: UK Charities
Partial exemption for charities in the UK: non-business and exempt costs, business and recovery percentages, the combined method and de minimis.
The Charities VAT Compensation Scheme: Irish Charities
The Charities VAT Compensation Scheme for Irish charities: who can claim, how the claim is worked out, qualifying income, dates and how Aedon helps.
The VAT Flat Rate Scheme: UK Charities
Is the Flat Rate Scheme for charities right for you? Who can join, the limited cost rate, the codes to use and what goes into flat rate turnover.























