automation 11 · computed here
Gift Aid record retention
Declarations coming up on six years, flagged before they expire.
HMRC, Gift Aid
Declaration records must be kept for six years from the end of the accounting period they relate to, and a verbal declaration needs written confirmation carrying a thirty day cancellation window.
https://www.gov.uk/guidance/gift-aid-declarations-claiming-tax-back-on-donations
TriggerMonthly, 09:00
monthly
The figures below are calculated in this page when you press Run.
Six years runs from the end of the accounting period, not from the donation, which is the detail most spreadsheets get wrong. This only ever flags; it never deletes. Retention is a floor, and what you keep past it is your call.