This guide takes you through your first GiftAider Breeze claim, from checking account details and donations to preparing, signing and submitting it.

Before the first claim

1. Sign in with your own GiftAider account.
2. Check your charity and HMRC details in Charity and HMRC Config.
3. Confirm that the correct HMRC authorised official is recorded and can access their own email and GiftAider login.
4. Check that the person preparing the claim has the necessary claim permission.

Import and review donations

1. Open Donations, then Import.
2. Upload a small file and select or create the matching import mapping.
3. Place the import job and wait for its completed status.
4. Open View Data to correct validation errors; download the error details if needed.
5. Merge only the eligible, valid records and check the result.

Prepare the claim

1. Open Claims and start Submit Claim.
2. Review the preview totals and included donations.
3. Select the correct authorised official and prepare the claim.
4. Wait for the background job to complete. The claim should move to Waiting Auth and the selected official should receive a Claim Ready email.

Sign and submit

1. Open Submissions, find the claim in Waiting Auth and select Continue.
2. Check the prepared figures and declaration.
3. The authorised official should tick consent and enter their own GiftAider password when prompted.
4. Select Sign and Submit once, then follow the submission job to its terminal result.

Do not treat a queued job as a confirmed claim or payment. If the prepared claim needs correcting, cancel it and prepare a new one before signing.

Related guidance

• Configure your charity and HMRC details before the first claim
• Create and maintain import mappings in GiftAider
• Resolve import errors and download error details
• Prepare, sign and submit a Gift Aid claim

Last updated on: October 5, 2026