Gift Aid Accounting Software

SoftOutlook has developed a unique and innovative accounting software to assist charities with their every day book keeping, audit trail and year-end accounts.

Audit-IT is a solution written by SoftOutlook to manage Gift Aid requirements. The application records donors and donations, captures declarations and produces tax claim reports.

Donor Management
Audit-IT facilitates new entry and updating of donor information through a series of easy-to-use screens. Individual donors' historic entries and other statistics can be at your fingertips with reports and queries.

Donation Management
With Audit-IT's donation management system, charities can allocate donations to different appeals and fund raising activities. Each appeal has its own analysis capabilities.

Its unique structure enables Audit-IT users either to combine or divide donations between the different appeals, across which the individual donors might wish to spread their donation. The Gift Aid tax claim can also be allocated to the donor's choice of fund.

Audit-IT stores both Gift Aid and non Gift Aid donations. Incomes and expenses are determined at 'fund-type' level. For example, a 'fund-type' could be 'local community centre aid' or 'world disaster relief fund'. Gift Aid and non Gift Aid related funds can be accounted for and can be analysed at fund-type level as well as in aggregate. The charity would have full control over the fund-types it wishes to create.

Expenses can be taken from any fund-type that the charity's policy dictates.

Audit-IT logs information about the recipients of the donations too. This helps charities when they want to audit who they have helped and what costs were incurred. Tools are available to black-list certain recipients for future projects.

These are some of the functions that Audit-IT can perform. There are many more tools, reports and queries included such as banking and fixed asset modules.

Audit-IT can easily be modified to add bespoke functions and to change existing functions to suit the charity's needs and usage.

SoftOutlook is in the process of developing a web-based service for charities to raise funds on their websites for different projects. Please get in touch with us and we will update you of its progress.

Being a charity-conscious company, our charges would reflect the importance of minimising costs.

For more information, please contact us today.