Charities

Help articles for Aedon.Charities: funds, Gift Aid, donors and SORP reporting.

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.