Gifts and Loans Summary

You can view relevant gifts and loans reported on the Gifts and Loans page – click on ‘Returns>Gifts and Loans’ in the menu.

Gifts and loans are listed in the summary table, in two tabs - My Submitted and My Mentions.

My Submitted

The table includes a summary of the information you submitted for each of your returns – status, date, type, donor name, recipient name, and amount. The status shows whether your gift or loan has been reconciled with the other entity in the transaction.

'UNREC' (unreconciled) indicates there is not yet a match between donor and recipient information, or the recipient has not yet lodged a matching disclosure.

'REC' (reconciled) indicates the donor and recipient have provided matching disclosures (same names, date and amount, within ECSA-set tolerances).

'PENDING' indicates that a previously submitted return is awaiting a decision by ECSA.

Once lodged, reconciled and unreconciled returns are visible to the public.

My Mentions

This tab has the same format and table structure as the My Submitted tab, but instead shows details of returns submitted by others that list you (or your client) as the Donor or Recipient.