Overview
This guide
can help you use the transaction History of the Gift Aid page and general information.
Gift Aid allows charities to claim an additional 20% for each donation
when the donator selects Gift Aid.
(An additional 25p for every £1 donated in a charitable donation transaction).
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Gift Aid
Claiming Gift Aid
Navigate to the Reports page under the Transactions tab on the left-hand navigation bar and select the Gift Aid tab to claim Gift Aid. This will bring up the transactions that have been paid with Gift Aid selected.
The transaction can be filtered by date and then downloaded by selecting ‘Export to CSV’ at the bottom of the table.
You will then need to disclose this transaction data to HMRC to claim Gift Aid.
Donor Specifications
For Gift Aid to be claimed, the donor must
Have paid the same amount or more in Income Tax or Capital Gains Tax in that tax year.
Make a Gift Aid declaration that permits you to claim it.
To claim Gift Aid, you must be recognised as a charity or community amateur sports club (CASC).
Example
The donator is a basic rate taxpayer and pays HMRC over earnings of £125, £25 in tax (20%). The donor is left with £100, which they donate to charity. When the donor makes a Gift Aid declaration, the charity can claim the tax paid to HRMC, i.e. £25. This means that the total donation received after claiming Gift Aid is £125.